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Top 50 Wealth Management Advisor Skills

Below we've compiled a list of the most important skills for a Wealth Management Advisor. We ranked the top skills based on the percentage of Wealth Management Advisor resumes they appeared on. For example, 16.1% of Wealth Management Advisor resumes contained Comprehensive Financial Plans as a skill. Let's find out what skills a Wealth Management Advisor actually needs in order to be successful in the workplace.

These are the most important skills for a Wealth Management Advisor:

1. Comprehensive Financial Plans

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high Demand
Here's how Comprehensive Financial Plans is used in Wealth Management Advisor jobs:
  • Prepared comprehensive financial plans with an emphasis on tax and estate planning strategies.
  • Developed comprehensive financial plans using Financial Goal Analysis (FGA) tool.
  • Created and presented comprehensive financial plans for high net worth clients.
  • Build comprehensive financial plans through the financial planning process.
  • Collaborate with the Wealth Management Advisor on developing and implementing comprehensive financial plans.
  • Act as trusted financial advisor for over 500 high net worth clients, delivering comprehensive financial plans and managing investment portfolio.

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1 Comprehensive Financial Plans Jobs

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2. Asset Allocation

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high Demand
Here's how Asset Allocation is used in Wealth Management Advisor jobs:
  • Developed asset allocation portfolios based on client input* Ensured customers' assets were aligned with their expectations* Converted brokerage accounts to advisory
  • Provided professional asset allocation advice to clients according to their investment preference and risk avoidance level.
  • Presented sophisticated Asset Allocation Models customized individually to target client's financial needs and objectives.
  • Evaluated new investment opportunities and asset allocation, performed due diligence on existing positions.
  • Customize asset allocation models based on each clients individual investment risk tolerance.
  • Design and execute customized asset allocation and wealth management strategies.
  • Developed asset allocation programs for individual and corporate clients.
  • Performed asset allocation modeling using Monte Carlo Simulations
  • Invested $50+ million in assets on discretionary trading platform and created Excel asset allocation models used in client portfolio management.
  • Conduct market analysis and portfolio audits to drive value through custom portfolio design and asset allocation strategies.
  • Create strategic asset allocation models utilizing direct equity and fixed income as well as mutual fund investments.
  • Assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocation strategies.
  • Introduced two variable rate annuities and several mutual funds while implementing asset allocation & investment training.
  • Analyzed asset allocation, equity exposure, fixed income holdings, and alternative asset classes.
  • Assembled Asset Allocations, Education plans, Risk Tolerances, etc.
  • Assessed portfolio risk exposures, return factors, and asset allocation.
  • Contributed to a team on portfolio construction and asset allocation.
  • Engaged in a broad spectrum of professional endeavors that included the creation of high-performing investment portfiolios using effective asset allocation strategies.
  • Rebalanced client investment accounts to maintain asset allocation of funds.
  • Constructed multi-purpose financial lifestyle assessments that include asset allocation, wealth accumulation analysis, wealth distribution analysis, and survivorship.

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185 Asset Allocation Jobs

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3. Client Portfolios

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Here's how Client Portfolios is used in Wealth Management Advisor jobs:
  • Performed portfolio hedging, financial modeling, financial analysis, and risk analysis reports for individual & institutional client portfolios.
  • Allocated client portfolios on quarterly basis in accordance with compliance approved portfolio weightings and client investment objective.
  • Manage client portfolios using an asset allocation model based on market efficiency theory.
  • Formulated asset allocation strategies and developed proprietary investment models for client portfolios.
  • Analyzed client portfolios, advised and developed investment strategies for businesses, individuals, and non-profit endowments.
  • Conduct comprehensive reviews of client portfolios to assess strategies based on objectives and risk profile.
  • Build partnerships with client professionals to integrate services into client portfolios.
  • Perform portfolio review along with investment selection for new client portfolios.
  • Managed discretionary client portfolios utilizing a "Macro framework" complemented by fundamental analysis of underlying industries and companies.

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3 Client Portfolios Jobs

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4. Wealth Management

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Here's how Wealth Management is used in Wealth Management Advisor jobs:
  • Utilize extensive wealth management expertise to help clients achieve specific wealth maximization objectives.
  • Level of responsibility consists of developing and managing wealth management relationships.
  • Facilitate wealth management process for external clients and internal partners.
  • Worked with niche clientele to develop comprehensive wealth management solutions.
  • Refined and enhanced the value proposition of the Persistent Edge wealth advisory team by broadening its investment and wealth management capabilities.
  • Answer incoming emails to Wealth Management clients regarding any inquiries on transactions reflected on the accounts.
  • Worked as a Risk coordinator and BCP Lead for Global Wealth Management division in Citigroup.
  • Conducted more than 25 advance and complex estate and wealth management planning workshops.
  • Engage clients in wealth management advice and guidance and provide appropriate solutions.
  • Completed comprehensive wealth management training program accumulating $12M in new AUM.
  • Level One Producer recognition, the highest level at UBS Wealth Management
  • Opened the first Wealth Management satellite office from ground up.
  • Created Wealth Management online priorities.
  • Review loan details, conditions and lending decisions with client, financial advisor and Wealth Management Banker from application to funding.
  • Assisted a wealth management advisor in the sale of life insurance and mutual funds to provide safer investments for clients.
  • Led all first and second year wealth management advisors in personal production by an average of 17%.
  • group that provides comprehensive wealth management to affluent and high-net-worth clients.
  • Updated Wealth Management Advisor's website and LinkedIn.
  • Key Successes: Completed Bernstein's intensive Wealth Management Training Program Series 66 Licensed
  • Provided wealth management support using financial database systems: Siebel & Naviplan.

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453 Wealth Management Jobs

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5. Client Relationships

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Here's how Client Relationships is used in Wealth Management Advisor jobs:
  • Managed and expanded client relationships along with gathering referrals and targeting specific niches.
  • Leverage existing client relationships for new sales opportunities and new potential relationships.
  • Developed strong, trusted long-term client relationships by taking a proactive stance on account management and anticipating client needs and challenges.
  • Recognized for consistent commitment to client relationships through division-wide awards including, Smith Award, internal and external client acknowledgments.
  • Expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue.
  • Solidify and build client relationships by leveraging the value proposition of the Wealth Management Group's business model.
  • Managed approximately 80 client relationships with a 100% retention rate and high level of client satisfaction.
  • Work to establish and build further into existing corporate client relationships for financial products to be utilized.
  • Manage client relationships with the goal of developing first call status for all financial planning needs.
  • Develop and service existing client relationships, monitoring client investment objectives on an ongoing basis.
  • Serve as point of contact while deepening client relationships and building book of business.
  • Performed routine calls to maintain great client relationships and gain future network/market opportunities.
  • Top 10 Client relationships producing in excess of $3.5mm in revenue.
  • Developed and managed client relationships targeting clients with $10 million+ net-worth.
  • Developed long-term, trusted client relationships.
  • Manage and expand client relationships.
  • Key Achievements Creating effective client relationships to deliver a consistently great customer experience.
  • Developed methods for prospecting and maintain client relationships Sales Manager/Financial Advisor, UBS PaineWebber Inc. White Plains NY.
  • Major contribution to development of new business and maintaining on going client relationships.
  • Developed key prospects and trusted advisors to obtain new client relationships.

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174 Client Relationships Jobs

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6. High NET

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Here's how High NET is used in Wealth Management Advisor jobs:
  • Formalized marketing approach tailored to disparate client segments from high net-worth and family offices to institutions.
  • Develop advisory relationships with high net worth institutional participants and their families.
  • Coordinated internally to deliver complex financial solutions for high net worth individuals.
  • Generated personalized asset allocation portfolios for high net worth persons and trusts
  • Originated sales based relationships with engineers and high net-worth principal stakeholders.
  • Provide customized financial plans to high net worth individual
  • Manage book of over $300 million in assets under management, including high and ultra high net worth clients.
  • Managed business development and client service activities of the team, with a focus on ultra-high net worth clients.
  • Managed assets of high net worth clients, which included individuals, corporations, and institutions.
  • Identify and develop new opportunities to deliver advice and solutions to existing high net worth clients.
  • Serve as TIAA-CREF's primary point of contact for high net worth and affluent clients.
  • Managed 235 relationships with TIAA's high net worth and affluent clients.
  • Managed portfolios for high net worth families totaling $100 million.
  • Manage and Develop investment portfolios for High Net worth clients.
  • Interacted on a consistent basis with high net worth individuals.
  • Design investment portfolios for high net-worth individual and business clients.
  • Open investment advisory accounts for high net worth individuals.
  • Founded private client consultancy, providing high net-worth individuals with independent fiduciary advice.
  • Managed a team responsible for consulting with high net worth institutional clients through a comprehensive financial planning model.
  • Established and maintained strong relationships with Financial Advisors and High Net Worth Clients.

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12 High NET Jobs

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7. Investment Strategies

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Here's how Investment Strategies is used in Wealth Management Advisor jobs:
  • Drive client acquisition by consulting with consumers, developing and presenting relevant investment strategies, and maintaining effective client relationships.
  • Provided a high level of individualized, comprehensive brokerage financial services and investment strategies to clients.
  • Collaborated with clients to identify financial goals, comprehensive financial plans and appropriate investment strategies.
  • Collaborated with business development group to identify and pursue appropriate investment strategies.
  • Prepare financial plans and oversee the implementation of goal-oriented investment strategies.
  • Retained assets and implemented investment strategies including brokerage services.
  • Cultivated relationships with high net worth clients, offering expertise on asset allocation, investment strategies, and financing.
  • Used this data to create tailored investment strategies required to reach each client s investment policy statement.
  • Developed comprehensive investment strategies focused on wealth preservation, investments, estate planning, and cash management.
  • Implement and manage portfolio investment strategies for client's accounts totaling $27 million under management.
  • Educated clients on complex investment strategies including Hedge Funds, Structured investments and Private Equity offerings
  • Consulted with clients on investment strategies based on their individual financial and investment objectives.
  • Interacted with clients to resolve their queries and explain complex investment strategies and terminologies.
  • Completed proprietary training of Finance, Wealth Planning Management Investment Strategies.
  • Recommended investment strategies as well as mutual funds to invest in.
  • Participate in all-encompassing financial planning sessions with Financial Advisors involving investment strategies and debt management.
  • Utilized a risk adjusted, multi-disciplined investment approach using selected investment strategies for asset management.
  • Provided complex wealth management and investment strategies to CEOs of emerging companies, retired executives and ultra high net worth families.
  • Oversee over 160 investment accounts are rebalanced/traded on a regular basis ensuring accounts are up to date with our investment strategies.
  • Analyze Investment Strategies (Active/Inactive/Decom) alongwith total cost of ownership, ROI and resource costs to provide Management Dashboard.

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146 Investment Strategies Jobs

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8. Estate Planning

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Here's how Estate Planning is used in Wealth Management Advisor jobs:
  • Directed seminars on financial planning topics such as business strategy and retirement and estate planning.
  • Coordinated business succession and estate planning solutions.
  • Provided comprehensive wealth accumulation, protection and transfer strategies involving investment, tax, insurance, business succession and estate planning.
  • Provide training to all bank divisions on insurance strategies, succession planning and estate planning for personal and business clients.
  • Offered highly sophisticated financial and estate planning services designed to help clients accomplish their immediate and long term investment goals.
  • Partner with local Estate Planning Attorneys, Accountants and internal specialists to drive relationships in the new market.
  • Worked with clients to plan for retirement, reach life goals, fund educations and estate planning.
  • Advise clients on investment, retirement and estate planning strategies; and implement plans into their portfolios.
  • Assess estate planning, education planning, tax issues, and insurance planning needs.
  • Advised clients in life and estate planning both technically and personally.
  • Provide Investments, Customized Lending, Deposits and Estate Planning.
  • Tax and estate planning strategies for individuals and companies.
  • Work closely with outside professional advisors providing estate planning and tax planning.

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39 Estate Planning Jobs

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9. Ensure Compliance

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Here's how Ensure Compliance is used in Wealth Management Advisor jobs:
  • Complete monthly compliance logs, ensure compliance for office letterhead, fax, voice mails, emails, etc.
  • Service client accounts and ensure compliance of all regulatory rules.
  • Systemized investment advisory platform to ensure compliance with firm's investment policy guidelines.

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2 Ensure Compliance Jobs

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10. Investment Management

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Here's how Investment Management is used in Wealth Management Advisor jobs:
  • Assumed full responsibility for overseeing retirement and investment management accounts while continuously identifying and reconfirming investor objectives.
  • Balanced investment management, sales activities, customer service, new client development, administrative responsibilities to run an optimal practice.
  • Managed day to day operations of the office including investment management, compliance, technology and communications with corporate office.
  • Design, build and manage a successful wealth and investment management and financial planning practice.
  • Created $10.5 million in investment management, trust and brokerage business in 2011.
  • Lead the acquisition, relationship, and retention of discretionary investment management clients.
  • Trained extensively in sales, client acquisition strategies, and investment management.
  • Top 10 producer across the investment management company (IMCO) enterprise.
  • Provide investment management services customized to needs and goals of client.
  • Balanced investment management, sales, customer service, and compliance.
  • Acted as lead Investment Management Strategist for rocky mountain region.

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211 Investment Management Jobs

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11. Financial Advisor

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Here's how Financial Advisor is used in Wealth Management Advisor jobs:
  • Served as a Wealth Management Financial Advisor establishing client relationships and providing expert advice regarding financial wealth management.
  • Analyze trends and advise customers and Financial Advisors of consumer and business tax returns and credit report review for credit purposes.
  • Coordinated with senior Financial Advisors to discuss client risk, investment opportunities, and maintain existing relationships and establish new ones
  • Network with and continuously update and educate Financial Advisors on sales ideas, product updates and underwriting changes.
  • Achieved 100% participation in achieving Tier I quarterly goals throughout Financial Advisor Associate development.
  • Partnered with Financial Advisors to identify, support and execute key solutions for HNW/UHNW clients.
  • Mentored and coached the top producing junior financial advisor in the market in 2013.
  • Collaborated with Merrill Lynch Financial Advisors to provide mortgage and lending solutions for their clients
  • Honored by UBS as one of the top 20 Financial Advisors in New England.
  • Managed new financial advisor training classes, two interns and one assistant.
  • Set meetings for the firm's financial advisors.
  • Coached and Mentored new Financial Advisor Trainees
  • Finished 2002 rated 1293 out of 15,000 financial advisors in the firm, top 10%.
  • Coached and motivated financial advisor teams in assessing needs, identifying opportunities, and recommending wealth management banking solutions.
  • Cultivated positive and enduring relationships with financial advisors and client associates while promoting goal attainment.
  • Coordinated trainings for junior financial advisors on credit and lending solutions.
  • Presented banking updates, best practices, and innovative sales ideas at financial advisor strategy meetings and client associate meetings.
  • Obtained Series 7 General Securities, Series 66 Investment Advisor and Insurance licensing and worked as a Financial Advisor.
  • Registered Representative, Investment Advisor Representative, Financial Advisor AFFILIATED COMPUTER SERVICES, INC., Phoenix, AZ.
  • Hosted formal presentations, both for clients seeking investments and financial advisors seeking information.

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152 Financial Advisor Jobs

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12. New Clients

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Here's how New Clients is used in Wealth Management Advisor jobs:
  • Organize events in order to attract new clients and prospects - Seminars, Dinners, and Entertainment.
  • Prospected for and obtained new clients by creating and developing a deep network of key relationships.
  • Managed an aggressive sales campaign for old and new clients designed to meet specific corporate goals.
  • Assisted new clients with enrolling and education of the available options within various retirement plan options.
  • Used marketing material provided by Merrill Lynch to look for ways to bring in new clients.
  • Input and track new business; handle both on-boarding of new clients and closing processes.
  • Established and cultivated relationships with new clients and proactively helped to resolve issues and concerns.
  • Developed and executed a lead generation and marketing process resulting in 23 new clients.
  • Generate new clients through word of mouth and unique client engagement events.
  • Solidified relationships with potential new clients for supervisor to work with.
  • Responded to Requests for Pricing (RFPs) for new clients by developing customized pricing strategies and negotiating contracts.
  • Establish and execute onboarding of new clients, guiding the investment allocation decisions and reviewing progress to goals.

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6 New Clients Jobs

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13. Retirement Planning

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Here's how Retirement Planning is used in Wealth Management Advisor jobs:
  • Plan and conducted seminars on subjects such as retirement planning, investment basics and business retirement plans.
  • Established a $15 million fee-only investment advisory and retirement planning practice.

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158 Retirement Planning Jobs

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14. Financial Statements

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Here's how Financial Statements is used in Wealth Management Advisor jobs:
  • Perform in-depth analysis of prospective investments reviewing financial statements, historical/projected results, and risk factors.
  • Prepare and analyze financial statements.
  • Diagnosed client's financial statements and budgets to identify issues with revenue, expenses, or cash flow.
  • Presented detailed budgets and financial statements to Board of Directors.
  • Utilized software to create financial statements and analyze client portfolios.
  • Gather financial statements from prospects and clients.
  • Hired in as a consultant to consolidate multi-year financial statements for audit purposes.

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15. Risk Management

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Here's how Risk Management is used in Wealth Management Advisor jobs:
  • Conducted comprehensive reviews to include asset allocation, retirement strategies, risk management, and retirement accumulation/distribution strategies.
  • Implemented and monitored risk management plan.
  • Design, deliver & implement integrated financial planning, investment, & risk management strategies unique to each members personal situation.
  • Conducted seminars and workshops on financial planning topics such as retirement planning, estate planning, and risk management.
  • Introduced financial planning and risk management to all clientele leading to more than 30 new avenues of service.
  • Manage the servicing of both Risk Management and Investment Advisory clients to build strong client relationships.
  • Guide clients to financial success through risk management, wealth accumulation, and wealth distribution.
  • Guided clients through estate and charitable planning, liability and risk management issues.
  • Assessed client's financial data to provide risk management and financial planning solutions.
  • Experience in financial planning, implementation, and risk management.
  • Presented to clients on various concepts including asset allocation, risk management and wealthpreservation.
  • Communicated closely with internal counterparties such as marketing, risk management, legal, tax, controllers, etc.

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12 Risk Management Jobs

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16. Customer Service

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Here's how Customer Service is used in Wealth Management Advisor jobs:
  • Fostered business relationships and provided a significant increase in customer service, resulting in solidification of client base and revenue expansion.
  • Leveraged institutional product/research/reporting to increase operational efficiency and allow team to provide exceptional customer service.
  • Identify opportunities for process and procedure enhancements to drive efficiency and customer service levels.
  • Provide excellent customer service and build relationships with customers
  • Offered exceptional customer service to clients and prospects through timely follow up, providing accurate information, and communicating clearly.
  • Managed high-net worth clientele of The Huntington Bank and provided specialized customer service for clients' wealth banking needs.
  • Recognized by the company for introducing new marketing and customer service procedures on a branch and corporate level.
  • Decreased customer service inquiries over 41% by launching unlimited internet access services to client.
  • Ensured great customer service and when problem solving, giving attention to detail and professionalism.
  • Take customer service calls and solve conflicts between the client and the bank.
  • Provided excellent customer service to existing as well as prospective clients.
  • Provide superior customer service on retirement, insurance claims, distributions.
  • Provide clients with a high level of individualized customer service.
  • Addressed customer service inquiries in a timely and accurate fashion.
  • Provide top quality customer service for new and existing clients.
  • Screened incoming client calls and provided customer service.
  • Received several awards for top customer service.
  • Demonstrated mastery of customer service call script within specified timeframes.
  • Handle any type of transactions requested by financial advisors to provide excellent customer service to our clients.
  • Provide customer service via emails in a timely manner.

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17. Portfolio Management

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Here's how Portfolio Management is used in Wealth Management Advisor jobs:
  • Research, design and implement process improvement opportunities for the Project Management Office portfolio management processes.
  • Provided financial advice and portfolio management for individual and small corporate clients.
  • Provide overall support and administration of portfolio management processes.
  • Utilized expertise in portfolio management to assist clients.
  • Retained at risk, $300 Million family wealth investment portfolio from transitioning portfolio management role to another money manager.
  • Advise major clients about their portfolio management analyzing the market trends and current events.

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331 Portfolio Management Jobs

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18. Risk Tolerance

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Here's how Risk Tolerance is used in Wealth Management Advisor jobs:
  • Compile client's financial data, develop strategic recommendations based on client's risk tolerance, and implement the plan.
  • Create customized financial plans for clients based on their varying time horizons, risk tolerances, and goals.
  • Provide holistic, actionable advice geared towards the members' risk tolerance, goals, and objectives.
  • Structured investment matrix based upon each client's risk tolerance and investment horizon.
  • Construct portfolios based on risk tolerance and desired risk profile.
  • Created fund portfolio options based on client risk tolerance.

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32 Risk Tolerance Jobs

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19. Asset Management

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Here's how Asset Management is used in Wealth Management Advisor jobs:
  • Implement advanced financial planning concepts utilizing qualified and non-qualified retirement plans, trusts, executive compensation, and active asset management.
  • Monitor deployment of all new equipment to ensure data integrity within Asset Management database repository.
  • Lead effort to clean-up and standardize approximately 60,000 records within Asset Management database repository.
  • Finalize any related asset updates within Asset Management database found during data analysis.
  • Researched court cases to determine competitive receivership and asset management firms and strategies.
  • Trust & Wealth Management Division Directed regional business development and asset management efforts.
  • Founded in 2009, Klaren Capital is an independent asset management and mortgage brokerage firm.
  • Utilize financial planning and wealth management to grow advisors business into comprehensive relationships and asset management from transactional.

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7 Asset Management Jobs

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20. Financial Goals

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Here's how Financial Goals is used in Wealth Management Advisor jobs:
  • Collaborated with clients to identify financial goals and develop and implement need-based financial plans.
  • Applied company and industry research in providing clients personalized investments strategies and advice to help achieve their financial goals.
  • Provide clients with the tools, information, and benefits to assist them in attaining their financial goals.
  • Work with client to achieve financial goals and objectives through proper retirement, tax and estate planning.
  • Implement a suitable plan to aid clients in accomplishing their retirement and other financial goals.
  • Worked with high net worth individuals to understand their personal and financial goals, create plans to achieve them alongside executives.
  • Consult with retirement age clientele to ascertain their financial goals and needs for their retirement years.

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148 Financial Goals Jobs

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21. Life Insurance

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Here's how Life Insurance is used in Wealth Management Advisor jobs:
  • Amassed over $100,000,000 in assets under management and $300,000,000 of life insurance in force with 250 clients.
  • Provided guidance on wealth transfer strategies through the use of life insurance.
  • Sell health insurance, life insurance, annuities, stocks, bonds, mutual funds, etc.
  • Specialized in risk advisory services pertaining to indexed life insurance; focused on S&P500 for indexing growth opportunities.

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22. Financial Services

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Here's how Financial Services is used in Wealth Management Advisor jobs:
  • Identify private investor prospects, marketing the firm's financial services and convert prospects to clients.
  • Marketed and promoted company's financial services and products.
  • founded new independent financial services firm in Jackson Hole, WY.

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13 Financial Services Jobs

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23. Project Management

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Here's how Project Management is used in Wealth Management Advisor jobs:
  • Worked alongside Epic project management and designers to ensure change management implications were understood and planned for.
  • Assigned to advise and assist Barbados Manufacturers Association with procurement, industrial engineering, and project management.
  • Provided guidance in other areas of project management including procurement and contract negotiations.
  • Designed integrated marketing/brand, events/programs, project management, and budgeting/negotiations.
  • Advised peers and management on project management best practices, tools and techniques to improve stakeholder alignment and project success.
  • Advised on organizational maturity, PMO creation, capabilities building, and new trends in project management.
  • Full utilization of project management tool sets and change control disciplines.
  • Project Management for transition and R&M environments.
  • Project Management - Ran weekly staff meeting.
  • Utilized strong organizational and project management skills-individually managed 18 banking regions as Huntington Wealth Advisors' Business Continuity Coordinator.
  • Streamline project management structure to increase advisor productivity.
  • Prepare summary analytical and research reports for presentation to GOI Decision-Makers, USAID, or Project management.
  • Provide guidelines and timelines to the Project Management team and program team on change management best practices.
  • HIT Clinical Advisor: Provide project management skills by tracking project progress/milestones to assigned clinics.
  • Resolved and assigned escalation for those customer who ordered globally Skills Used Project management methodology Leadership Problem Solving Training

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24. AUM

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Here's how AUM is used in Wealth Management Advisor jobs:
  • Absorbed $30mil AUM in orphaned accounts and gained their trust through consistent and compassionate communication and valued advice.
  • Produced approximately $50MM in AUM and $300K in annual revenues from asset-based advisory fees.
  • Boosted assets under management (AUM) by $275 million in 13 months.
  • Manage brokerage and advisory investment business with 300 clients and $68M in AUM.
  • Evaluated monthly variance in NNA, AUM and Revenue globally by regions.
  • Top Austin AUM producer in 1Q'09.
  • Performed portfolio analysis and estate planning for HNW and Institutional clients of advisory teams (~$700 mln AUM).

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25. Client Service

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Here's how Client Service is used in Wealth Management Advisor jobs:
  • Provided leadership and management of support staff of 2 client service/investment officers and 1 quantitative analyst.
  • Process recommendations resulted in enhanced client service model and increased assets under management.
  • Coordinated Education, Communication, and Client Services for the Latino Community for Branch Advisory and Brokerage Service Programs.
  • Maintained the timeliness and quality of client service delivery and was accountable for overall client satisfaction.
  • Conduct training for client services group and retail branch staff regarding investment and financial planning concepts.
  • Ensured completion of an effective client service model to promote client satisfaction and referral opportunities.
  • Provided client service, including cash management, policy maintenance, account information.
  • Provide excellent client services and ensure timely review of each client account.
  • Manage and resolve client service problems.
  • Provide high level of individualized world-class client service to clients, COIs and internal partners to increase loyalty and referral business.
  • Maintain contact with clients to provide superior client service, troubleshoot problems and provide technical support for the Wealth Advisor.

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18 Client Service Jobs

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26. Business Owners

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Here's how Business Owners is used in Wealth Management Advisor jobs:
  • Provide risk management and insurance services to business owners and individuals.
  • Delivered wealth management counsel to business owners and individuals.
  • Helped business owners with business continuation planning.
  • Develop, deliver and implement comprehensive, fee-based, financial plans for high net worth individuals, and small business owners.
  • Implement target marketing strategies focused on small to mid-sized business owners, doctors, dentists and RIA's.
  • Advised local business owners on retirement plan selection and implementation to meet employee retention goals.
  • Interfaced directly with top- level executives, business owners, and CEOs.

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27. Financial Objectives

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Here's how Financial Objectives is used in Wealth Management Advisor jobs:
  • Propose specific strategies, recommendations and solutions to assist clients achieve a higher probability of success with their financial objectives.
  • Managed client's portfolio; make sure particular financial strategy that fit client's long term financial objectives.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Analyzed data objectives to determine effective strategies for meeting clients' financial objectives.
  • Market the products and services of TIAA-CREF utilizing a comprehensive process creating a plan to achieve life long financial objectives.
  • Analyzed financial information to determine best strategies that met clients' financial objectives.

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12 Financial Objectives Jobs

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28. Morningstar

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Here's how Morningstar is used in Wealth Management Advisor jobs:
  • Used MorningStar to research and analyze different securities.
  • Research investment options using research reports such as Morningstar while focusing on statistical and technical analyses
  • Reviewed investment account statements and entered data into Morningstar software to analyze investment portfolios.
  • Subject Matter Expert for Discretionary Managed Portfolios and Morningstar Investment Reviews.
  • Worked in congruence with Russell Investments and Morningstar Investments to create comprehensive financial plans for prospective and current clients.
  • Worked with Envision and MorningStar software platform to aid in financial planning and portfolio management for clients.
  • Constructed and presented customized financial planning proposals to clients using Morningstar and Envestnet software.
  • Mastered software tools, such as Morningstar Advisor Workstation, to analyze portfolios.
  • Research and create performance comparison against customized benchmarks using Naviplan, Ibbotson and Associates resources and Morningstar Systems.
  • Summer Intern Updated database of mutual funds with data from Morningstar on a monthly basis.

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3 Morningstar Jobs

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29. Real Estate

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Here's how Real Estate is used in Wealth Management Advisor jobs:
  • Received national recognition for providing superior advice and leveraging the investment bank lending capabilities for Commercial Real Estate clients.
  • Advise clients on business planning, formation, finance, real estate, insurance, asset protection, and management solutions.
  • Attended workshops regarding real estate to improve skills and increase knowledge in order to provide accurate information to homeowners.
  • Managed portfolios of equity, fixed income, real estate securities, and alternative assets for high-net-worth clients.
  • Processed short sale paper work to be submitted to the real estate agents of NWAC.
  • Managed and operated $80 Million real estate portfolio including maintenance, accounting, regulatory compliance, property sales and acquisitions.
  • Partner with Financial Advisors to solve their client's lending needs using real estate, securities backed and commercial lending products.
  • Refinanced $40 Million of multi-family real estate properties.
  • Oversee multiple real estate investment properties Negotiate sales and lease agreements Schedule and oversee property maintenance Write monthly reports

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30. Financial Products

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Here's how Financial Products is used in Wealth Management Advisor jobs:
  • Coordinated and provided financial products and services for assigned clients via ongoing relationship management.
  • Helped managed business risk by capitalizing on financial products to maximize wealth and retain quality employees.
  • Assessed Financial products, such as directional issuance, private equity fund, commercial insurance
  • Conducted cold-calling campaigns to generate sales for financial products and services.
  • Licensed to sell all financial products.
  • Recommend financial products, such as stocks, bonds, mutual funds.
  • Created financial products portfolio for clients to maximize return on investment.

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31. Client Meetings

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Here's how Client Meetings is used in Wealth Management Advisor jobs:
  • Conduct regular client meetings to promote communication and ensure customer satisfaction.
  • Analyzed financial information obtained from client meetings.
  • Prepare and organize client information as needed for client meetings.
  • Develop insurance illustrations and financial plans for client meetings.
  • Generate insurance and investment proposals for client meetings.
  • Provided case preparation for client meetings.
  • Coordinate, organize and finalize client and prospective client meetings for the Harris Hinsdale Wealth Team.
  • Run and create client reports using Envestnet Advisor View for client meetings

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12 Client Meetings Jobs

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32. CRM

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Here's how CRM is used in Wealth Management Advisor jobs:
  • Acquired incident and business impact information to write the root cause analysis report that would be submitted to CRM for publication.
  • Generated $100K of sales revenue independently by identifying new opportunities within client database through Microsoft Dynamics CRM system.
  • Assess risks in CRM services and Data Integration - research and improve CRM data.
  • Utilize CRM software, data mining, cold calling techniques.
  • Mastered CRM, Netx360, and all NMIS software.
  • Initiate and develop new procedures in business systems including creating workflows within our CRM for streamlined client maintenance and contact.
  • Demonstrated a mastery of CRM skills along with written and verbal communication skills to strengthen and build our clientrelations.
  • Facilitate follow up in CRM to a team of 3 with the advisor's case notes after meetings.
  • Added new clients in CRM database Serviced client accounts through email and phone requests.
  • Manage office staff workflow using Microsoft CRM across all product lines.
  • Interfaced with Financial Advisors, CRMs, Plan Administrators, and Compliance Officers.
  • Interfaced with Financial Advisors, Estate Planners, CRMs and Plan Administrators.

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14 CRM Jobs

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33. Financial Needs

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Here's how Financial Needs is used in Wealth Management Advisor jobs:
  • Provide exceptional service to our valued clients by advising on the best product that may fit their financial needs.
  • Engage member's financial needs in an inbound/outbound and video telephony call center environment.
  • Conducted Financial Needs Analysis and recommended appropriate products to meet client needs.
  • Serviced existing clients' financial needs and participated in client meetings when requested to by Advisor.

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8 Financial Needs Jobs

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34. Due Diligence

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Here's how Due Diligence is used in Wealth Management Advisor jobs:
  • Executed financial due diligence and created a valuation model to establish enterprise value and purchase price.
  • Performed ongoing due diligence on investments to ascertain risk and to inform client decision-making.
  • Performed Financial Analysis, Portfolio Review and Due Diligence on Wealth Management accounts.
  • Performed due diligence on Mutual Fund and Institutional Separate account managers.
  • Performed operational due diligence on several hedge funds.
  • Led a diversified due diligence team in order to significantly increase attractiveness of a medium-sized services company for future sale.
  • Determine whether or not to escalate or close alerts based on due diligence conducted.

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26 Due Diligence Jobs

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35. New Assets

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Here's how New Assets is used in Wealth Management Advisor jobs:
  • Developed 34 new client relationships in 2009, generating more than $6 million in new assets-under-management (AUM).
  • Exceeded all goals for 2008 - 2010 for New Assets, Retention, Client Satisfaction and Managed Money Sales.
  • Used in depth knowledge of all financial products to successfully acquire on average, 12M in new assets annually.
  • Initiated and developed relationships with new clientele leading to more than $7.5mm in new assets under management.
  • Initiated, developed, and serviced high net worth clients generating $14MM in new assets.
  • Lead team of associates to increase new assets by greater than $24M.
  • Generated 15 new client relationships valued at $40 Million in new assets.
  • Raised $4 million in new assets for firm in first 3 months of 2015.
  • Generated $14 million in net new assets under management, producing $198 thousand in gross commissions in 2008.
  • Key Achievements Increased new assets by more than 15M for three consecutive years.

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14 New Assets Jobs

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36. Investment Accounts

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Here's how Investment Accounts is used in Wealth Management Advisor jobs:
  • Manage $1M+ client investment accounts using customized asset class diversification while also implementing tax advantageous strategies.
  • Completed application documents, open investment accounts and process transactions for investments in brokerage and advisory systems.
  • Monitored investment accounts and maintained client relations.
  • Opened investment accounts and assisted with roll overs, funds transfers, and planning needs.
  • Maintain client investment accounts and respond to client requests as necessary.
  • Research and present investment accounts and portfolios.
  • Maintain, prioritize, and manage teams monthly opportunity pipeline Establish trust and investment accounts and oversee the account opening process.
  • Monitor, maintain, and trade in all investment accounts using NetX 360 and Envestnet platforms.

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37. New Accounts

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Here's how New Accounts is used in Wealth Management Advisor jobs:
  • Co-Managed office and provided extensive operational accountability and compliance oversight to new accounts.
  • Targeted multiple demographics to establish new accounts.
  • Secured numerous new accounts at BPA increasing division's revenue by an average of 14% per year.
  • Prepared necessary paperwork and process all new accounts, cashiering, and transfer of accounts.
  • Ensured the setup of new accounts and resolved discrepancies, under strict time constraints.
  • Co-designed strategic marketing plans to continually identify, qualify, and secure new accounts.
  • Secured numerous new accounts, increasing revenue by 5%.

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38. Affluent Clients

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Here's how Affluent Clients is used in Wealth Management Advisor jobs:
  • Provided strategic quantitative models to affluent clients to reduce fees, beta, and unsystematic risk while adding alpha.
  • Provide goals based financial, banking and insurance solutions to affluent clients and corporations.
  • Serve as TIAA's primary relationship manager for high net worth and affluent clients.
  • Provided deposit and credit expertise and advice to affluent clients in support of the financial advisor and client relationship.

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39. Business Partners

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Here's how Business Partners is used in Wealth Management Advisor jobs:
  • Collaborated with business partners dedicated to specific areas of financial planning, leveraging their knowledge and achieving greater business development results.
  • Involved in delivering presentations to business partners, senior management and executives, by identifying risks and developing/recommending mitigation strategies.
  • Leveraged relationships with business partners to further grow relationships.
  • Uncovered potential local and regional business partnerships.
  • Prepared reports, cost estimates and managed prospective client lists while coordinating and working closely with vendors and business partners.
  • Work collaboratively with business partners to find a solution to any and all of a client's financial needs.
  • Collaborated with business partners and stakeholders (consumer, client and enterprise) to achieve all goals.
  • Collaborate with business partners to evaluate and improve process and work flow.
  • Consulted clients and business partners on Wealth Management products and policies.
  • Worked with internal business partners to enhance the customer experience.
  • Developed business partnerships to gain stronger market presence, collective partners/sponsorships and strengthen social/economic advantages.

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40. HR

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low Demand
Here's how HR is used in Wealth Management Advisor jobs:
  • Help clients achieve financial independence and freedom through personal financial plans, including insurance and investment research and recommendations.
  • Selected by upper level management to support Northrop Grumman in proposal writing activities resulting in proposal submission.
  • Developed effective relationships with all call center departments through clear communication.
  • Establish investment discipline and implement recommendations through model and proprietary portfolios.
  • Designed and executed sales plans through data-based and cross-functional strategies.
  • Work with the targeted institutions to go through the improvement process and achieve the set targets outlined in the above-mentioned plans.
  • Prepared an HR Change Management plan to assist Executive Management implement the recommended policy and process reforms.
  • Broadened and deepened relationships through cross selling of products and services and retention of existing client base.
  • Drive results and behaviors through the execution of the referral program by building and influencing partnering behaviors.
  • Generate new business through cold calling, active prospecting, client meetings and Closing new business.
  • Assisted in the closeout and disposition of property / equipment at many INL sites throughout Iraq.
  • Engage and follow through the entire project life cycle from initiative to production.
  • Analyzed loan applications and spread sheet analysis through Turbo Fast Cash Flow Analysis.
  • Prospected for customers through cold calls, referrals and networking.
  • Achieved two major industry designations within a three year period.
  • Provided consultative sales of financial services to pre-retirement prospects through B2B prospecting.
  • Exceeded sales targets each year, more than doubling financial targets through diligent relationship building and utilizing sophisticated planning strategies.
  • Lead advisor for a team of three which was responsible for managing more than $300mm in client assets.
  • Designed and developed creative three week blended World Class New Hire training course for contact center sales.
  • Manage SDLC governance through track, promote and report on Development and testing through Rational Clearquest.

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41. Tiaa-Cref

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Here's how Tiaa-Cref is used in Wealth Management Advisor jobs:
  • Partner with in house estate planning attorneys to present the benefits of TIAA-CREF's Institutional Trust Co.
  • Selected to cover Columbia University, TIAA-CREF's premier institutional client in New York City.
  • Manage and develop an assigned book of business across TIAA-CREF's products and services.
  • Developed intricate knowledge of TIAA-CREF's software, Naviplan, and other financial planning software.

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42. Finra

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Here's how Finra is used in Wealth Management Advisor jobs:
  • Worked closely with broker dealer to maintain securities compliance pertaining to FINRA and SEC regulations, ethics and state/federal securities guidelines.
  • Maintain office policies and procedures in compliance with FINRA and SEC regulations.
  • Maintained and monitored files to ensure proper compliance procedures under FINRA.
  • Comply with all fiduciary requirements (FINRA, SEC).
  • Achieved FINRA Series 7 & 63 certifications.
  • Achieved FINRA Series 7 & 66 licenses within first 3 months.
  • Obtained FINRA Series 63 license.
  • Achieved FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - State Securities and Investment Advisor Registration Exam.
  • Developed custom, systematic approach to addressing clients needs Passed FINRA Series 7 General Representative Securities Exam
  • Reason of separation: Recruited by West Corp) FINRA 7, 66 and Life & Health Insurance Licensed.

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43. Financial Solutions

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Here's how Financial Solutions is used in Wealth Management Advisor jobs:
  • Demonstrated comprehensive financial planning capabilities through assessing needs, identifying opportunities and recommending financial solutions.
  • Consulted with high-net-worth individuals to develop financial solutions through customized wealth planning process.
  • Provided personalized financial solutions to clients.
  • Customized financial plans and presented them to clients along with appropriate financial solutions.
  • Offered investment advice and financial solutions to clients in a call center environment.

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44. Individual Clients

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Here's how Individual Clients is used in Wealth Management Advisor jobs:
  • Advise individual clients on all aspects related to their investment portfolios, while factoring their financial goals and concerns.
  • Facilitated weight loss of thousands of pounds and hundreds of behavior plans were adopted by individual clients.
  • Assisted with financial organization of high wealth individual clients.
  • Exercised strong analytical/critical thinking skills leading to positive satisfaction from individual clients.
  • Prepare investment analysis for both individual clients, as well as corporate clients.

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45. Usaa

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Here's how Usaa is used in Wealth Management Advisor jobs:
  • Scheduled appointments for clients with their respective USAA Wealth Manager, corporate-wide.
  • Key Player in implementing process improvements for USAA's Cash Management Department.
  • Key Achievements: Spearheaded the project to transition USAA to the new bank which had been contracted for disbursements.

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46. SQL

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Here's how SQL is used in Wealth Management Advisor jobs:
  • Utilized DB2 to access mainframe data and then joined with other data in separate Oracle and SQL Server environments.
  • Take initiative to develop the code in PLSQL for all the sources which were using data stage.
  • Develop PLSQL code with use of External Table to decommission the Data Stage.
  • Created ad-hoc SQL queries to perform root cause analysis on specific requests from management.
  • Recoded SQL batch processes in SSIS.

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47. Business Development

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Here's how Business Development is used in Wealth Management Advisor jobs:
  • Developed strategic plans based on industry trending and market segmentation to develop growth within existing accounts and new business development.
  • Delivered key performance objectives, exceeding business development and revenue generation goals.
  • Recommended the clients different strategies in business development and investment expansion.
  • Created business development strategy to maximize ROI.
  • Closed down new-business development in Connecticut.
  • Co-led team business development and cross sell efforts focused on relationship deepening opportunities for new and existing clients.
  • Conducted a citywide assessment of commercial banks SBA lending in DC to highlight challenges facing small business development.
  • Created client models to guide business development and team strategic planning.
  • Serve as Business Development Officer.
  • Served as business development manager/Wealth advisor.

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10 Business Development Jobs

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48. Private Bank

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Here's how Private Bank is used in Wealth Management Advisor jobs:
  • Supported Private Banking and Wealth Management team with administrative duties relating to financial products, asset allocation strategies and wealth management
  • Partnered with Private Banking to maximize lending opportunities, as well as deposit and self-directed brokerage opportunities.
  • Coordinated relationship needs with wealth specialists including private bankers, portfolio managers, trust officers, and estate planners.
  • Serve as key service point of contact for clients while supporting the Harris Private Bank integrated team approach.
  • Partnered with Private bank to achieve highest cross-referral ratio in Washington DC metro area for 2009.
  • Produced private banking month end financial reports to meet risk and regulatory guidelines and requirements.
  • Recommended strategies to help Private bank clients to achieve their financial goals.
  • Worked with private bank investment group advisors with clients over $2M.

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49. Health Care

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Here's how Health Care is used in Wealth Management Advisor jobs:
  • Maintained working relationships with vendors and participated in vendor demos; acted as liaison between vendors and health care workers.
  • Guided Physicians and health care workers through PQRS; to PQRS incentive payments, including e-prescription bonus.
  • Guided Physicians and health care workers with the education of Meaningful Use measures;.
  • Developed communications and coordination process between members of the health care team.

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2 Health Care Jobs

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50. Financial Strategies

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low Demand
Here's how Financial Strategies is used in Wealth Management Advisor jobs:
  • Reviewed and analyzed client's financial information; developed and presented complex financial strategies.
  • Develop Financial Strategies for medical professionals & and business executives.
  • Presented and discussed tax and financial strategies, processes, and procedures with current and prospective clients, and B2B affiliates.
  • Advised clients on all financial strategies to minimize risk, maximize value and achieve goals.
  • Develop, provide and execute financial strategies to unique needs of USAA membership base.
  • Implemented and reviewed financial strategies designed to help clients pursue their long-term goals.
  • Devised and executed financial strategies to attract and acquire new clients.
  • Developed financial strategies to meet clients' changing needs.
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.

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Wealth Management Advisor Jobs

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20 Most Common Skills For A Wealth Management Advisor

Comprehensive Financial Plans

19.9%

Asset Allocation

15.5%

Client Portfolios

7.4%

Wealth Management

6.9%

Client Relationships

6.1%

High NET

5.5%

Investment Strategies

5.3%

Estate Planning

5.1%

Ensure Compliance

4.2%

Investment Management

3.7%

Financial Advisor

3.3%

New Clients

2.7%

Retirement Planning

2.3%

Financial Statements

2.0%

Risk Management

2.0%

Customer Service

1.7%

Portfolio Management

1.6%

Risk Tolerance

1.6%

Asset Management

1.6%

Financial Goals

1.5%
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Typical Skill-Sets Required For A Wealth Management Advisor

Rank Skill
1 Comprehensive Financial Plans 16.1%
2 Asset Allocation 12.6%
3 Client Portfolios 6.0%
4 Wealth Management 5.6%
5 Client Relationships 4.9%
6 High NET 4.5%
7 Investment Strategies 4.3%
8 Estate Planning 4.1%
9 Ensure Compliance 3.4%
10 Investment Management 3.0%
11 Financial Advisor 2.7%
12 New Clients 2.2%
13 Retirement Planning 1.9%
14 Financial Statements 1.7%
15 Risk Management 1.6%
16 Customer Service 1.4%
17 Portfolio Management 1.3%
18 Risk Tolerance 1.3%
19 Asset Management 1.3%
20 Financial Goals 1.2%
21 Life Insurance 1.1%
22 Financial Services 1.1%
23 Project Management 1.0%
24 AUM 1.0%
25 Client Service 0.8%
26 Business Owners 0.8%
27 Financial Objectives 0.7%
28 Morningstar 0.7%
29 Real Estate 0.7%
30 Financial Products 0.7%
31 Client Meetings 0.7%
32 CRM 0.6%
33 Financial Needs 0.6%
34 Due Diligence 0.6%
35 New Assets 0.6%
36 Investment Accounts 0.6%
37 New Accounts 0.6%
38 Affluent Clients 0.5%
39 Business Partners 0.5%
40 HR 0.5%
41 Tiaa-Cref 0.5%
42 Finra 0.5%
43 Financial Solutions 0.5%
44 Individual Clients 0.5%
45 Usaa 0.4%
46 SQL 0.4%
47 Business Development 0.4%
48 Private Bank 0.4%
49 Health Care 0.4%
50 Financial Strategies 0.4%
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