Wealth Management Advisor Resume

Joseph Clayton

1856 Long Street

Brooksville, FL 34601



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.


Bachelor’s Degree in Finance, Georgetown University, Washington, DC, DC

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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