Wealth Management Advisor Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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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.