Wealth Management Advisor

Wealth Management Advisor Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Wealth Management Advisor job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Investments
  • Portfolio Management
  • Wealth Management
  • Private Banking
  • Financial Markets
  • Asset Allocation
  • Banking
  •  Find out what your resume's missing
  • Asset Management
  • Risk Management
  • Equities
  • Financial Advisory
  • Finance
  • Investment Banking
  • Retail Banking
  • Financial Analysis
  • Mutual Funds
  • Fixed Income
  • Corporate Finance
  • Credit
  • Business Planning
  • Retirement Planning
  • Financial Planning
  • Estate Planning
  • Investment Strategies
  • Financial Services
  • Investment Advisory
  • Wealth Management Services
  • Investment Management
  • Certified Financial Planner
  • Securities
  • Life Insurance
  • 401(k) Retirement Savings Plans

  •   Show full list

Resume Skills: Regulatory Knowledge

  • Dodd-Frank
  • SEC Regulations
  • FASB Standards
  • Basel III
  • IFRS
  • FINRA Regulations
  • Sarbanes-Oxley Act (SOX)
  • Compliance Management
  • FINRA standards
  • Dodd-Frank Act
  • Sarbanes-Oxley Act
  • Business Ethics
  • Anti-Money Laundering Procedures
  • Securities and Exchange Commission (SEC) regulations
  • Federal and State laws related to Investment Advising
  •  Match your resume to these skills

Resume Skills: Financial Advisory

  • Wealth Management
  • Portfolio Optimization
  • Risk Assessment
  • Quantitative Analysis
  • Asset valuation
  • Economic Forecasting
  • Portfolio Management
  • Client Relations
  • Risk Management
  • Investment Allocation
  • Financial Planning
  • Asset Allocation
  • Investment Strategies
  • Tax Planning
  • Retirement Planning
  •  Match your resume to these skills

Resume Skills: Software & Tools

  • MS Office Suite
  • Financial Modelling
  • Bloomberg Terminal
  • Salesforce CRM
  • Microsoft Office Suite
  • Morningstar Direct
  • Wealthscape Integrator
  • QuickBooks
  • Oracle Financial
  • Hyperion
  • NetSuite
  •  Match your resume to these skills

Resume Skills: Investment Strategy

Resume Skills: Technical

Resume Skills: Communication

Resume Skills: Certifications

Resume Skills: Analysis & Planning Tools

Resume Skills: Languages

Resume Skills: Investment Tools

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Wealth Management Advisor Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Wealth Management Advisor Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Wealth Management Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
JPMorgan Chase & Co. June 2018 - Present
Wealth Management Advisor
Expanded client portfolio by 38% within a span of 2 years through diligent Action Investment Solutions and effective Business Planning
Achieved one of the department's lowest risk scores by implementing rigorous Risk Management procedures into everyday processes
Boosted annual revenue by $1M+ by focusing on Private Banking services and introducing innovative Wealth Management strategies
Navigated challenging Financial Markets with a record 90% success rate in client portfolio growth
Increased client retention rate by 15% by providing customized Financial Advisory services and relevant market insights
Bank of America January 2014 - May 2018
Senior Financial Advisor
Excelled in Asset Management, resulting in a 30% increase in new client acquisitions over a four-year period
Leveraged expertise in Mutual Funds and Fixed Income investments to diversify client portfolios and boost investment returns
Reduced annual operational costs by $500,000 through the implementation of streamlined process improvements
Coached.com May 2010 - December 2013
Financial Consultant
Enhanced client investment profiles by 25% through targeted Investment Banking strategies
Implemented effective Retirement Planning procedures, elevating client retirement savings by 40% in three years
Excelled in Retail Banking portfolio optimization, contributing to a 10% increase in overall revenue
Resume Worded Academic Center July 2018
Certified Financial Planner (CFP)
Focused on advanced financial planning, tax planning, retirement and estate planning
Resume Worded University December 2013
Master of Business Administration - Finance
Graduated with Distinction, Dean's List 2013 (Top 10%)
Financial Analysis & Planning: Portfolio Management, Risk Management, Asset Allocation, Investment Strategies, Tax Planning, Retirement Planning
Software & Tools: Microsoft Office Suite (Advanced), Bloomberg Terminal, Morningstar Direct, ADVIZR, Wealthscape Integrator
Regulatory Compliance: FINRA Regulations, SEC Regulations, Business Ethics, Anti-Money Laundering Procedures
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Chartered Financial Analyst (CFA) - Level II (2016), Series 7 & 63 Licenses (2011)
Leadership & Volunteering: FPA (Financial Planning Association) Member, Mentor to Junior Financial Advisors- 2017 to Present, Volunteer - Financial Literacy Campaign for High School Students
Awards: Outstanding Performance Award, Bank of America (2017), Top Performer, Coached.com (2012, 2013)
Continual Learning: Attended the ongoing wealth management, tax planning and retirement planning workshops and seminars provided by JPMorgan
Your Name
Senior Wealth Management Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Merrill Lynch April 2017 - Present
Senior Wealth Management Advisor
Devised a new Equities trading strategy that expanded client ROIs by up to 25%
Bridged a gap in services by incorporating customized Portfolio Management strategies, resulting in a 35% increase in client satisfaction
Proactively predicted major market trends with a success rate of 85%, leading to outperforming asset allocation results
Significantly increased new client acquisition rates by 20% through robust Business Planning and Financial Analysis
Strengthened client base by 25% via providing expert-level Financial Advisory services with a focus on profit maximization
Resume Worded March 2012 - March 2017
Wealth Management Specialist
Demonstrated excellence in Corporate Finance, boosting company’s client retention rate by 18%
Improved portfolio performance by 20% through the implementation of new Asset Management strategies
Successfully trained a team of junior advisors, resulting in a 10% increase in team productivity
Goldman Sachs November 2008 - February 2012
Investment Analyst
Added $2M to the asset pool in less than 4 years by mastering Wealth Management techniques
Reduced Financial Risk by conducting rigorous market analysis and forecasting
Increased company growth by consistently exceeding sales goals for Investment Banking products
Resume Worded University December 2006
Master of Business Administration - Finance
Concentration in Wealth Management
Resume Worded Academic Center June 2005
Chartered Financial Analyst (CFA) - Level II
Completed while working at Goldman Sachs
Investment Strategy: Portfolio Management, Risk Analysis, Strategic Asset Allocation, Retirement Planning
Technical: Financial Modeling, Quantitative Analysis, Bloomberg Terminal, S&P Capital IQ, Morningstar Direct
Communication: Client Engagement, Presentation, Written Communication, Public Speaking
Regulatory Knowledge: Securities and Exchange Commission (SEC) regulations, FINRA, Federal and State laws related to Investment Advising
Your Name
Wealth Management Consultant
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Coached.com October 2015 - Present
Wealth Management Consultant
Spearheaded a team focusing on Mutual Funds and Fixed Income, increasing clients' yearly income by 30%
Improved portfolio performance by 40% by using advanced Asset Allocation techniques
Raised the client retention rate by 20%, through proactive client communications and in-depth Financial Market analyses
Developed and implemented a new Investment strategy increasing portfolio earnings by 15%
Enhanced team efficiency by 50% with an innovative task distribution system culminating in quicker client service
Wells Fargo January 2010 - September 2015
Associate Wealth Management Advisor
Directed a major Business Planning initiative that enlarged the company's client base by 25%
Utilized Retail Banking tactics to enhance client satisfaction, thereby improving the client service score by 15%
Reduced portfolio risk by 20% through meticulous Financial Analysis and risk evaluation
Resume Worded May 2005 - December 2009
Financial Analyst
Performed extensive Corporate Finance analysis, hence optimizing capital structure and reducing annual costs by 12%
Played key role in training sessions, improving team's efficiency by 15%
Credited with the development of a comprehensive Financial Advisory procedure, which resulted in increased client satisfaction
Resume Worded Academic Center June 2007
Chartered Financial Analyst (CFA) - Level II
Passed level II examination on first attempt
Resume Worded University May 2005
Master of Business Administration - Finance
Concentration in Wealth Management and Financial Planning
Graduated with honors
Financial Software: Bloomberg Terminal, QuickBooks, Oracle Financial, Hyperion, NetSuite
Analysis & Planning Tools: Portfolio Performance Measurement, Risk Analysis, Equity Research, Financial Modeling, Estate Planning
Regulatory Compliance: SEC Regulations, FINRA standards, Dodd-Frank Act, Sarbanes-Oxley Act
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Certified Portfolio Manager (CPM), Certified Financial Planner (CFP)
Leadership & Volunteering: Financial Planning Association (Active Member and Organizer of volunteer events, guest speaker panel discussions)
Awards: Top Wealth Management Advisor, Wells Fargo (2012, 2014)
Projects: Established the Wells Fargo Young Investor’s Club

How do I add skills to a Wealth Management Advisor resume?

Review the job posting closely.

Go through the Wealth Management Advisor posting you're applying to, and identify hard skills the company is looking for. For example, skills like Investments, Asset Management and Financial Markets are possible skills. These are skills you should try to include on your resume.

Add industry skills like Wealth Management and Portfolio Management.

Add other common skills from your industry - such as Private Banking, Asset Allocation and Banking - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Risk Management, Financial Planning and Retirement Planning - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Show examples of where you trained people.

On Wealth Management Advisor resumes, you should give specific accomplishments that involve you training others, whether that's in your team or other stakeholders.

Highlight leadership and management skills.

Hiring managers often want to see evidence of leadership and management on a Wealth Management Advisor resume, so try to include any examples of where you led a project or managed other people.

Use the exact job title.

Try to add the exact job title, Wealth Management Advisor, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Wealth Management Advisor Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Wealth Management Advisor job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Wealth Management Advisor Skills and Keywords to Include On Your Resume

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Wealth Management Advisor Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Project Management Office (PMO) Director

Resume Example

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Highlights (Free)

Resume Example
Modern Two-Column

Resume Example
Clean Modern

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Entry-Level (Free)

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Frequently Asked Questions

What are the top skills you should add to your Wealth Management Advisor resume?

On top Wealth Management Advisor resumes, skills like Investments, Portfolio Management, Wealth Management, Private Banking, Financial Markets, Asset Allocation, Banking and Asset Management appear most often.

Depending on the exact role you're applying to, skills like Retirement Planning, Credit, Retail Banking, Financial Planning and Risk Management can also be effective keywords to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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