Wealth Management Advisor Resume
A wealth management advisor is a financial advisor who advises clients on managing their wealth in the form of cash, investments, stocks, and properties. The clients include organizations, small businessmen and high net-worth individuals who need assistance in managing their wealth and ensuring their money grows with time. The wealth management advisor's responsibilities include making recommendations to their client on different investment options, tax planning, acquiring or selling assets such that the clients benefit from each transaction and enjoy a steady flow of income from their wealth. The job needs thorough knowledge of finance and skills to forecast the money market for making sound financial decisions.
Wealth Management Advisor Resume Example
Jason A. Axford
2257 Massachusetts Avenue
Savage, DC 20763
Phone: 202-773-1653
Email: jaaxford@anymail.com
Career Objective:
To obtain a wealth management position at a reputed financial consulting agency and manage wealth of clients in diversified investment market.
Summary of Skills:
- Experience in managing wealth for clients and deriving profits from investment
- Familiarity with the laws and regulations related to assets management
- Brilliant analytical skills to read, interpret and forecast condition of money-market
- Ability to build and retain strong advisor-client relationship
- Updated knowledge about the political and social conditions affect financial market
Work Experience:
Wealth Management Advisor
Eminence Financial Services, Inc., Savage, DC
August 2014 - Present
- Counseling clients for managing their finances and allocating resources productively
- Recommending several investment options available to ensure steady returns
- Ensuring clients receive high returns and an increased profitability rate
- Advising clients on making accurate tax payments and lessening tax burden legally
- Suggesting clients to acquire or sell off assets that will provide high rate of return
Wealth Management Advisor
Brilliant Financial Consultancy, Savage, DC
February 2013 - July 2014
- Extended financial planning and wealth management services to clients
- Interacted with clients, resolved their queries, and explained complex terminologies to them
- Managed portfolios of clients and kept an account of assets such as stocks, bonds, bank accounts, property documents, etc.
- Prepared and implemented plans to deal with investment risks and manage probable losses
- Supported clients in taking accurate financial decisions during recession and financial boom periods
Education:
-
Bachelor's Degree in Finance
Savage University, Savage, DC
2012
Reference:
On request.
