Wealth Management Associate

Wealth Management Associate Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Wealth Management Associate 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
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Investments
  • Trading
  • Financial Services
  • Uniform Combined State Law
  • Portfolio Management
  • Financial Analysis
  • Finance
  • Asset Allocation
  • Asset Management
  • Wealth Management Services
  • Equities
  • Banking
  • Hold Series 7
  • Investment Strategies
  • Mutual Funds
  • Financial Advisory
  • FINRA
  •   Show full list

Resume Skills: Financial Analysis

  • Portfolio Management
  • Risk Management
  • Asset Allocation
  • Capital Markets
  • Equity Research
  • Fixed Income Analysis
  • Financial Modeling
  • Financial Reporting
  • Strategic Financial Planning
  • Cost Accounting
  • Financial Statement Analysis
  • Strategic Planning
  • Tax Planning
  • Cash Flow Forecasting

Resume Skills: Software Tools

  • Bloomberg Terminal
  • Oracle Hyperion
  • SAP (FI CO)
  • QuickBooks
  • IBM Cognos
  • Microsoft Office Suite (Excel, Access)
  • MS Excel
  • MS Access
  • SAP
  • Oracle Financial

Resume Skills: Investment Platforms

  • Bloomberg Terminal
  • Reuters Eikon
  • Morningstar Direct
  • FactSet

Resume Skills: Software

  • Microsoft Office Suite
  • Visual Basic for Applications (VBA)
  • Python
  • R

Resume Skills: Languages

  • English
  • Spanish (Fluent)
  • Mandarin
  • French
  • Spanish

Resume Skills: Regulations & Ethics

  • Familiarity with Federal Reserve regulations
  • Ethics and Professional Standards
  • Consumer Financial Protection Bureau regulations
  • Securities and Exchange Commission (SEC) procedures

Resume Skills: Regulations & Standards

  • knowledge of GAAP
  • SOX Compliance
  • IFRS
  • Financial Risk Management
  • Bank Reconciliation
  • SEC Filings
  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 Associate 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 Associate 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 Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2022 - Present
Wealth Management Associate
Diversified an exclusive portfolio valued at 150M+, incorporating a broad range of investment strategies that increased returns by 20%
Spearheaded a comprehensive retirement plan for 200+ high-net-worth individuals allowing for asset allocation that maximized potential growth
Achieved a client retention rate of 98% by delivering personalized wealth management services and maintaining regular contact with clients
Acted as a financial advisor for stakeholders, providing guidance on mutual funds which ensured optimal risk-adjusted returns
Utilized financial data to perform detailed financial analysis and market research ensuring an informed decision-making process
Goldman Sachs June 2018 - December 2021
Investment Associate
Managed the selection and trading of equities to capitalize on market trends, resulting in a 15% increase in portfolio value
Leveraged financial services to create tailored investment strategies that grew the client base by 30%
Regulated compliance with FINRA and uniform combined state law for the firm's mutual fund selection process
Provided effective financial planning that bolstered client satisfaction by ensuring their financial security
EDUCATION
Resume Worded Institute May 2021
Chartered Financial Analyst (CFA) - Level II
Achieved top 10% score in the CFA Level II exam
Resume Worded University May 2018
Master of Business Administration (MBA) - Finance
Created comprehensive portfolio for capstone project that outperformed market by 15%
Graduated top 5% of class
SKILLS
Investment Platforms: Bloomberg Terminal, Reuters Eikon, Morningstar Direct, FactSet
Software: Microsoft Office Suite (Expert), Visual Basic for Applications (VBA), Python, R
Financial Analysis: Portfolio Management, Risk Management, Asset Allocation, Capital Markets, Equity Research, Fixed Income Analysis
Languages: English (Native), Spanish (Fluent), Mandarin (Basic)
OTHER
Certifications: Certified Financial Planner (2020), Series 7 and 63 Licensed
Leadership & Volunteering: Treasurer of the Finance Club at Resume Worded University, Volunteer Financial Advisor at non-profit organization
Projects: Conducted independent research on tech stocks, identifying undervalued assets and predicted a 20% price increase
Awards: Goldman Sachs Spotlight Team Player Award (2021), Resume Worded Top Performer (2022)
Your Name
Financial Services Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com March 2020 - Present
Financial Services Advisor
Serviced over 200 clients by providing comprehensive financial advisory services, contributing to a 25% increase in client satisfaction rates
Structured retirement plans in line with asset management and wealth sustainability, leading to a 15% increase in new plan adoption
Used asset allocation technique for high-net individuals to enhance returns and reduce risk, successfully attracting 50 more clients
Developed tailored investment portfolios ensuring optimal growth for each client, increasing the firms net profits by 38%
Citibank August 2016 - February 2020
Associate Private Banking
Facilitated a detailed financial analysis for client accounts, which reduced conflicts of interest and increased client loyalty by 18%
Successfully managed the wealth of over 100 clients, translating to total invested funds of 90M+
Consistently balanced the risk/reward tradeoff in trading activities, leading to a 22% increase in annual returns
Built a dependable network of industry contacts contributing to successful business expansion within the local market
EDUCATION
Resume Worded Academic Center Jan 2020
Certified Financial Planner (CFP)
Extensive study in personal tax planning, estate planning, investment management, and insurance planning
Resume Worded University May 2016
Master's in Business Administration (MBA) - Finance
Elected Finance Club Vice President, Led a successful stock research competition involving over 100 students
SKILLS
Finance Software: Bloomberg Terminal, Oracle Hyperion, SAP (FI CO), QuickBooks, IBM Cognos, Microsoft Office Suite (Excel, Access)
Analysis & Planning: Financial Statement Analysis, Risk Management, Strategic Planning, Portfolio Management, Tax Planning, Cash Flow Forecasting
Regulations & Ethics: Familiarity with Federal Reserve regulations, Ethics and Professional Standards, Consumer Financial Protection Bureau regulations, Securities and Exchange Commission (SEC) procedures
Languages: English (Native), Spanish (Fluent), French (Basic)
OTHER
Certifications: Series 7 - General Securities Representative Exam (2021), Series 66 - Uniform Combined State Law Examination (2021)
Leadership & Volunteering: Financial Planning Association (Local Chapter President, 2020-Present)
Projects & Publications: Authored 30+ articles on personal finance, investment strategies, and wealth management for Coached.com blog

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

1
Review the job posting closely.

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

2
Add industry skills like Investments and Financial Services.

Add other common skills from your industry - such as Uniform Combined State Law, Trading and Wealth Management - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Hold Series 7, Investment Strategies and Asset Allocation - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Show examples of where you trained people.

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

5
Highlight leadership and management skills.

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

6
Use the exact job title.

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

Word Cloud for Wealth Management Associate Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Wealth Management Associate 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 Associate Skills and Keywords to Include On Your Resume

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Wealth Management Associate 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.

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Frequently Asked Questions

What skills should you add to a Wealth Management Associate resume?

Some effective Wealth Management Associate skills you can add to your resume include:

  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Investments
  • Trading
  • Financial Services
  • Uniform Combined State Law
  • Portfolio Management

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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