Wealth Management Advisor Resume
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1856 Long Street
Brooksville, FL 34601
(123)-647-8940
j.clayton@emailaddress.com
Career Objective: To become a valued asset with the organization using my experience as a Wealth Management Advisor.
Summary of Qualifications:
Exceptional experience in client wealth management activities
In-depth knowledge of bank loan, deposit, mortgage and credit products
Familiarity with wealth maintenance procedures and credit administration
Good understanding of wealth management - trust and financial planning
Proficient with client relationship management (CRM) systems and MS Office suite
Ability to identify and evaluate credit opportunities and risks
Ability to uphold a balance between advertising and credit risk parts
Strong interpersonal, sales and relationship management skills
Superior written, verbal and presentation skills
Work Experience:
Wealth Management Advisor, August 2005 - Present
TIAA-CREF, Brooksville, FL
Advised and trained new and existing employees.
Managed and administered trust accounts.
Prepared and presented trust lectures and seminars to internal and external groups.
Sold, delivered and provided bank products and services to affluent clients.
Identified client financial needs and conditions through financial planning analysis.
Monitored investment accounts for adherence to investment and asset allocation objectives and policies.
Wealth Management Advisor, May 2000 – July 2005
New England Financial, Brooksville, FL
Analyzed clients’ financial needs and goals.
Provided guidance to clients about different insurance and investment products.
Implemented, and reviewed, financial strategies designed to help clients pursue their long-term goals.
Established and maintained excellent working relationships with various product and service specialists.
Developed, serviced and enhanced client portfolio ensuring integrated and seamless approach.
Established and maintained business relationships with centers of influence.
Education:
Bachelor's Degree in Finance, Georgetown University, Washington, DC, DC
