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:

Work Experience:

Wealth Management Advisor
Eminence Financial Services, Inc., Savage, DC
August 2014 - Present

Wealth Management Advisor
Brilliant Financial Consultancy, Savage, DC
February 2013 - July 2014



On request.

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