Investment Advisor Resume Sample

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Brenda Ebert
3024 Keenan Manor,  San Francisco,  CA
+1 (555) 299 2079

Work Experience

Associate Investment Advisor
10/2016 - PRESENT
Los Angeles, CA
  • Develop investment policy statements, advise on asset allocation and manage clients’ investment portfolio
  • Oversee the development, implementation and execution of marketing requests for BMO Nesbitt Burns Investment Advisors
  • Develop, maintain and ensure adherence, to BMO branding guidelines, including updating brand initiatives
  • Regularly update and create posted marketing material on intranet; keeping in constant communication with the BMONB advisors to ensure timely completion of marketing requests
  • Oversee proper maintenance of records of all projects, ensuring accuracy, completeness and in a manner that complies with regulatory requirements
  • Maintain up to date documentation for tracking and measurement
  • Assist with the design, development and implementation of marketing/sales strategies to drive assets and revenue growth
  • Help to develop strategic Firm-wide marketing campaigns, and/or specific district / division level campaigns by establishing key targets, tracking results and working with other marketing partners to execute campaigns
  • Preparing financial solutions to service client’s goals and objectives that are in the best interest of the client, the firm and within regulatory requirements
Investment Advisor
09/2009 - 09/2016
Dallas, TX
  • Liaise with ScotiaMcLeod Wealth Advisors (Lead advisors on each group plan) on a regular basis in regards to group service plan coordination to ensure continuity of client communication and investment direction
  • Ensure that all clients receive the level of service and advice that has been dictated by the plan sponsor
  • Provide all account administration services including new account opening
  • Return all calls and email promptly within 24 hours
  • Provide advice to clients on recommended funds and any changes; fixed income maturities and mandatory redemptions; cash or Money Market Fund balances; client life events; market related concerns and inquiries
  • Provide guidance and supervision of the Group Administrative Assistant to ensure smooth operation of the team Group Plan service levels and a consistent level of service
  • Fast -paced, with conflicting demands
Investment Advisor Assistant
05/2004 - 05/2009
Detroit, MI
  • Wood Gundy branch IA’s and Management
  • Adhere to regulatory and compliance requirements governing the delivery of advice and planning and the recommendation of financial solutions
  • Adhere to compliance requirements governing the maintenance of client documentation and files
  • Create financial plans and present recommendations that supports the goals and objectives of the client
  • Accountability for the overall management of portfolios, developing contact plans, prioritizing activities and contacts
  • Ongoing completion of Continuing Education Credits as required by the regulators for maintenance of IIROC licensing
  • Responsible for service, maintenance and advice to Group plan clientele by
  • Maintaining a comprehensive understanding of all group plans and the unique features of each


Webber International University
1998 - 2003
Bachelor's Degree in Finance

Professional Skills

  • Extremely strong presentation skills, communication and listening skills
  • Execute business priorities in a rapidly changing environment and focus on longer term priorities despite long term business plan strategies being unclear
  • Previous entrepreneurial experience (with evidence of growing your business through various business development activities) is strongly desired
  • Effective in managing shifting priorities in order to meet the team’s objectives and deliver optimal results
  • Proven success in prospecting and developing a network of contacts
  • Experience applying market insights/research and developing robust client financial plans
  • Relationship selling and sales management experience

How to write Investment Advisor Resume

Investment Advisor role is responsible for clients, investment, negotiation, presentation, financial, languages, organization, relationship, credit, finance.
To write great resume for investment advisor job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Investment Advisor Resume

The section contact information is important in your investment advisor resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Investment Advisor Resume

The section work experience is an essential part of your investment advisor resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous investment advisor responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment advisor position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Investment Advisor resume experience can include:

  • Strong communication and influencing skills (both written and spoken)
  • Strong client relationship skills and an ability to understand client investment needs and objectives
  • Self-motivated individual with excellent communication skills
  • Strong analytical, organisational and technical skills
  • Thorough and self-motivated individual with excellent communication skills
  • Strong analytical, organizational and technical skills

Education on an Investment Advisor Resume

Make sure to make education a priority on your investment advisor resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment advisor experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Investment Advisor Resume

When listing skills on your investment advisor resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical investment advisor skills:

  • Strong marketing skills to actively promote fund recommendations
  • Solid sales experience in financial services preferably with some experience in mutual funds
  • Experience building a strong rapport with clients, prospects and COI’s with ease
  • Keep detailed notes of client interactions and discussions on v8 application to effectively service the client and to create a permanent record
  • Experience of developing daily VBA tools for monitoring securities and positions held across the desks and automating the production of management reports
  • Can demonstrate creative and efficient process innovation to inputting and executing trading in client accounts

List of Typical Experience For an Investment Advisor Resume


Experience For Associate Investment Advisor Resume

  • Develop client-driven selling skills
  • Experience in Portfolio Management, Investment Advisory or as a Client Advisor
  • Collaborate with other areas of TD to deliver a One TD approach and legendary client experience
  • Licensed to sell Mutual Funds and 3-5 years industry experience
  • Proven ability to perform in a high stress environment

Experience For Senior Investment Advisor Resume

  • Act as both originator and driver of priority projects under the initiative to deliver results
  • Providing trading services, including the ownership of all outstanding trade orders
  • Managing and Processing Client Transaction Requests
  • Designing well diversified and optimised portfolios, reflecting Barclays Wealth strategic views
  • Customising portfolios, taking into account personal objectives and individual financial personalities
  • Providing advice on individual solutions and devise trading / investment ideas for clients
  • Reviewing investment portfolios regularly and providing regular market updates on all major asset classes and financial indicators
  • Providing a proactive bespoke service as agreed with clients, compiling highly developed presentations, recommendations and review reports
  • Being of graduate calibre

Experience For Investment Advisor Associate Resume

  • Providing specialist advice on individual solutions and devise bespoke investment ideas for clients and market commentary
  • Offering full execution support e.g. flexible brokerage solutions
  • Transaction capturing and monitoring, including taking and routing of orders
  • 15%-Planning: Financial planning including Investment and Wealth Planning (IWP), wealth considerations, and retirement strategies
  • Meet continuing education requirements including completion of the Options Licensing Course
  • Responsible for attracting, developing and retaining a network of affluent clients
  • Assist CCO in overseeing the supervisory controls testing and corrective action plans for WRI’s investment advisory/product business
  • Manage the client base for long term profitability, understanding the needs of clients and delivering products and services which fit their needs

Experience For Investment Advisor Assistant Resume

  • Responsibility for managing and communicating directly with clients on your Advisory assets
  • Processes paperwork for opening and closing accounts
  • Improve client retention and loyalty by contributing to improving the team, regional & national LEI scores
  • Efficient multi tasking capabilities in a high pace, time sensitive and demanding environment
  • Open office environment; varying levels of noise and interruptions
  • Client Documentation Processing and File Reviews
  • Branch Management Reporting and Record Retention

Experience For Investment Advisor Center Rep Resume

  • Participates with PCA’s in the sales effort making presentations to clients/prospects and in external seminars
  • Serves as a training resource for new Investment Experts, PCA’s and Trust Advisors
  • Thorough understanding of the regulatory environment in the region
  • Commitment, understanding of and passion for the Russian market
  • Completion of CSC and CPH or Series 7 (US Exam); Investment Representative (IR) or Registered Representative (RR) licensing approval with IIROC an asset
  • Deep knowledge and understanding of private clients/HNWI peculiarities, with focus on specific local marketplace
  • Superior emotional intelligence, team player, trustworthy and comfortable in dealing with Clients and Senior Client Advisors
  • Work in a challenging, dynamic and solutions oriented environment with international reach
  • Completion of CSC and CPH Investment Representative (IR) or Registered Representative (RR) licensing approval with IIROC an asset

Experience For VP Investment Advisor & Product Compliance Resume

  • Direct support staff in the delivery of client service according to PIA standards
  • Preferably have industry qualifications to FCA Level 6 and be SPS registered (or equivalent) where operating in the UK wealth management industry
  • Answers questions regarding the organization's products and services
  • Prepares new and existing account documents, statements and correspondence
  • Identify and initiate contact with a diverse group of prospects, building the relationship into a committed client relationship
  • Lead, participate and support sales activities through on-site promotion, exhibition, client seminars and business
  • Achieve sales and business targets, including client acquisition and AUM building, by promoting company’s investment products to local and overseas high net worth clients
  • 2)Responsible for ensuring that administrative and organizational arrangements and client related processes are completed and continuously improved in relation to the Investment Advisor's relationship with the client to provide an accurate and efficient services

Experience For Senior Finance & Investment Advisor Resume

  • 4)Act as the point of entry for process client orders and deal with client queries and trouble shooting through specialized transactional process knowledge
  • 5)Contact with clients and respond to requests while supporting the Investment Advisors
  • University graduate and above, major in Finance related field
  • Detail-orientated and Team player
  • Self-directed, proactive and reliable
  • Sustainable financial performance along agreed market-specific KPIs
  • Ensure regular client contact, client performance and overall client satisfaction
  • Investment and advisory mandate penetration in line with market and segment targets

Experience For PCD Investment Advisor Resume

  • Flawless execution and documentation, use of best practices and support tools
  • In-depth knowledge of the Greek market and its regulatory framework
  • Providing proactive investment advice to clients and client advisors (focus on Russian clients), based on the UBS investment policy, and supporting them in the implementation of appropriate investment products and strategies that maximize the performance of their portfolios, which are consistent with the clients' investment objectives and profile
  • More than 10 years experience in Portfolio Management, Investment Advisory or as a Client Advisor
  • Excellent knowledge of Russian and English required, German nice to have
  • Well organized, calm and disciplined approach
  • High ability to analyze and solve problems

Experience For Compliance Examiner Investment Advisor Resume

  • Sustainable financial performance along agreed market-specific HNW KPIs
  • Disciplined, flawless execution procedures and documentation coordinated through HNW support, use of best practices and support tools
  • Successful track record in investment advisory
  • Ensure regular client contact, client performance and overall client satisfaction, in coordination with the Relationship Manager
  • Sustainable financial performance along agreed market-specific KPIs such as revenue growth, NNM from existing clients, and obtaining of referrals and leads to be pursued by the RM
  • Ensure regular client contact, client performance and overall client satisfaction in coordination with the RM

Experience For Assistant Investment Advisor Resume

  • Manage client book consistent with all relevant regulation, policy and standards and pro-actively identify, manage or escalate risks
  • Mandate penetration in line with market and segment targets
  • Flawless documentation and day-to-day execution of client orders, use of best practices and support tools
  • Responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client
  • Executes risk management practices through the adherence to PNC's policies and procedures
  • Present and communicate equity recommendations to RM’s and clients
  • Holder of CFA or equivalent
  • Broad knowledge on fixed income, structured products, options and futures, funds, alternatives and commodities
  • A highly motivated self-starter who can work in a multicultural global team

List of Typical Skills For an Investment Advisor Resume


Skills For Associate Investment Advisor Resume

  • Strong interpersonal, social and conviction skills
  • Strong presentation and sales skills are essential
  • Proven experience of prospecting and building a book
  • Fluent English, Greek language skills preferential
  • Russian language skills are required

Skills For Senior Investment Advisor Resume

  • Working experience using PC and application tools to include spreadsheet, database and word processing software
  • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
  • Experience of preparing and managing bespoke portfolio reviews for High and Ultra High Net Worth clients
  • Experience of hedging portfolio risks where necessary by balancing sector betas, asset quality, geographical and industry exposures
  • Show evidence of educating clients regarding the range of applicable investment options available to them
  • Thorough knowledge and experience of working in the African markets
  • Ensure customer needs are met or exceeded by resolving complaints in a timely and effective manner
  • A strong understanding and passion for the Russian market

Skills For Investment Advisor Associate Resume

  • Deliver a superior client experience during regular proactive and reactive interaction with clients
  • Experience and comfort working in a call center
  • Experience in pitching investment proposals and ideas to Russian/CIS clients
  • A strong understanding and passion for the Russia / CIS market
  • Highly effective organization, structured planning and efficient time management
  • Experience in dealing with wealthy private clients

Skills For Investment Advisor Assistant Resume

  • Commitment, understanding of and a strong passion for the Russian market
  • Working experience in private bank, fund management
  • Highly effective personal organization, structured planning and efficient time management
  • Strong understanding of asset allocation issues
  • Experience in the investment advisory industry
  • Experienced problem-solver:can generate unique solutions that respect TD’s risk appetite

Skills For Investment Advisor Center Rep Resume

  • CSC and CPHMinimum 5+ years related work experience30-day BMO NB Investment Representative Licensing Program
  • Ensure applicable policies and procedures are adequate and effective and build
  • Experience in Wealth Management/Investment Advisory
  • Experience of preparing bespoke portfolio reviews for High and Ultra High Net Worth clients
  • Experience preparing credit applications for new and existing client relationships ranging from securities investments facilities to committed credit lines
  • Experience of reviewing client investments and preparing cross-asset portfolio analysis
  • Experience in Wealth Management/Investment Asset Management

Skills For VP Investment Advisor & Product Compliance Resume

  • Experience in the Russian/CIS legislation for KYC.AML purposes
  • Excellent knowledge of Spanish, Portuguese and English required
  • Proven track record in development of Wealth Management clients with emphasis on investment advisory
  • Experience in the investment advisory/portfolio management field
  • In-depth knowledge of equity selection with proven selection and / or management process
  • Strong ability to work under pressure, flexibility, motivation and achievement driven
  • Related experience, with a well-rounded knowledge of the securities industry

Skills For Senior Finance & Investment Advisor Resume

  • Real estate investment experience
  • Completing pre and post trading requirements
  • Taking ownership of shared in-box for monitoring trades
  • Being the go to person for clients', Investment Advisors' or RMs' trading queries
  • Liaising with clients to fulfill cash management requirements
  • Ensuring all legal and compliance policies are strictly adhered to
  • Working knowledge of Microsoft CRM, Schwab Institutional, MoneyGuide Pro, Portfolio Center, Tamarac, and Morningstar
  • Banking or investment education with a CFA, CFPI or equivalent
  • Ongoing tactical investment advice and portfolio health checks aligned to investor profile, defined investment strategy and CIO house view

Skills For PCD Investment Advisor Resume

  • Ongoing monitor of client’s progress and portfolio performance
  • Navi Plan Financial Planning12 hours compliance training over a 3 year cycle to meet mandatory IDA Continuing Education Program requirements
  • Top notch training, a dedicated research department, strategic marketing and back office support
  • Achieve sales and business targets which include client acquisition and AUM building, by promoting company’s
  • Deep knowledge of banking products and services, particularly in the area of Wealth Management, but also in Investment Banking and Asset Management
  • Sustainable revenue growth and NNM from existing clients, and obtaining of referrals and leads to be pursued by the Relationship Manager
  • Optimist: has natural ability to use diverse thinking
  • Change catalyst:is adaptable and comfortable navigating a dynamic environment
  • 12 hours compliance training over a 3 year cycle to meet mandatory IDA

Skills For Compliance Examiner Investment Advisor Resume

  • Generate revenue/profit for PIA, sponsoring IA and self
  • Develop and execute business plans in conjunction with sponsoring IA
  • Provide direction and coaching to support the team
  • Proficient in SctiaMcLeod trading and account management systems
  • Thorough understanding of the firms’ compliance policies and procedures
  • Completion of the following Canadian Securities Institute (CSI) courses
  • 30-day BMO NB Investment Representative Licensing Program

Skills For Assistant Investment Advisor Resume

  • An entrepreneurial spirit with a highly committed and outgoing personality
  • Assist the Investment Advisor with day to day portfolio review, asset allocation, rebalancing and timely and accurate trade execution
  • Maintain current knowledge of client accounts by reviewing daily activity
  • Work directly with clients and internal colleagues to document new account as well as regular documentation maintenance for existing clients
  • Significant understanding of financial services, mutual funds, ETFs and other common industry products
  • Project a professional and consistent image by adhering to the team’s core values, the organization’s brand, corporate identity and standards
  • Assist RMs in developing equity sector strategies and investment ideas to suit individual client’s investment objective and risk tolerance

List of Typical Responsibilities For an Investment Advisor Resume


Responsibilities For Associate Investment Advisor Resume

  • Experience within the financial services industry in a position with customer interaction
  • Exercise judgment, logic, and initiative; to work independently; maintain confidentiality and demonstrate integrity
  • Proficient command of English and German
  • Interaction with Product and Group partners driving a world class client-centric culture by ensuring the delivery of an exceptional client experience and promoting Barclays Group products and services based upon an in-depth understanding of clients’ needs
  • Be the go-to specialist for US stocks and global technology sector
  • Achieve above-benchmark (indices) performance on respective investment recommendations
  • Pro-actively educate RMs, ICs, and clients on the aforementioned market / sector on both cash and equity derivative products

Responsibilities For Senior Investment Advisor Resume

  • Improve business volume for cash and equity derivative products on the aforementioned markets
  • Results oriented mindset, focused on execution, get it done approach
  • Evaluate the impact of potential changes driven by the industry, marketplace, or legal environment to determine the relevance to WRI’s policies and procedures
  • Administer WRI’s Code of Ethics program and personal trade review process for covered access persons. Evaluate escalated issues for determination of appropriate resolution and action
  • Review, maintain, develop, and implement, as necessary, WRI’s investment advisory policies and procedures
  • Administer and complete WRI’s annual 206(4)(7) risk assessment analysis
  • Completion of CSC, CPH and licensed with IIROC required
  • Perform company research and compile statistical information and reports

Responsibilities For Investment Advisor Associate Resume

  • 80%-Investment Management: Advises & recommends investments in alignment with the strategic direction of the lead IA
  • Provide high quality investment advice, across the full range of products (registered, non-registered, equities, fixed income, foreign, domestic, etc.) where appropriate to ensure full satisfaction of client needs
  • Reporting to the Head of T&L, FP&A and IA and part of TL IA team with 4 other investment experts with very short reporting lines to the T&L CFO, and interacting with multiple stakeholders within T&L
  • Good communication and stakeholder management skills being able to work with both senior management and employees in a global organization
  • Used to working independently with ability to influence multiple stakeholders through informal leadership
  • Extensive market and investment knowledge in order to direct all investment assets under their covered relationships
  • Supports and promotes Bank sales and service culture
  • Processes account deposits and distributions via check, wire orders and ACH
  • Primary conduit for client calls of all types

Responsibilities For Investment Advisor Assistant Resume

  • Maintains complete and accurate files in compliance with FINRA and FDIC regulations
  • Provide each client with a completed Progress Review within 90-days of the original engagement date
  • Be knowledgeable of, and comply with, TD Wealth and industry requirements, policies, procedures, controls, codes, and guidelines of conduct, service standards, securities laws and regulations
  • Licensed with IIROC as a Registered Representative OR if not currently licensed
  • Designing diversified, optimised and customised portfolios taking into account personal objectives and individual financial personalities and reflecting Barclays strategic views
  • Providing regular market updates on all major asset classes and financial indicators – demonstrating expert investment knowledge and though leadership in investments

Responsibilities For Investment Advisor Center Rep Resume

  • Building and maintaining credibility with all client types and are deeply embedded into banker teams, dealing primarily with more complex High Net Worth and Ultra high net worth clients
  • Related experience in financial services industry
  • Professional experience
  • Proven success in sales and new business development
  • Experience in a sales, relationship, or account management role
  • Providing technical expertise and support execution of FX and FX Derivative products for international payments, hedging and investment purposes

Responsibilities For VP Investment Advisor & Product Compliance Resume

  • Providing high class investment, services our most sophisticated and complex investment clients. Focusing on direct client interaction on clients with an identifiable need for Advisory services (subject to entry level criteria)
  • Being self-motivated, ability to plan and execute client acquisition and relationship strategies and have several years of experience of the private banking / wealth management industry
  • Understanding of the constituent asset classes of our investment philosophy; equities, bonds, alternatives, derivatives and foreign exchange
  • Excellent knowledge of macro-economics, portfolio construction and a range of solutions to execute implementation. An understanding of behavioural economics is also preferable
  • Broad experience of Financial Services industry, particularly in the areas of regulated products and services to High Net Worth clients and technical/product knowledge to deliver recommendations on the full spectrum of global
  • The Canadian Securities Course, Series 7 or equivalent
  • Computer literacy and ability to learn proprietary computer systems

Responsibilities For Senior Finance & Investment Advisor Resume

  • Speak and conduct business in both Portuguese and English is mandatory
  • Speak and conduct business in both French and English is mandatory
  • Maintain close relationships with important private sector and government actors, including project developers, regulatory bodies, commercial banks, investment funds, and other donors
  • Self motivated, customer service oriented
  • Desire a “pay for performance” compensation model in which success is rewarded
  • Tenacious, persistent and driven to succeed
  • Source new business, develop/cultivate a client base, sell products and
  • Options licensed an asset
  • An entrepreneurial spirit and a desire to work within a team dedicated to client service

Responsibilities For PCD Investment Advisor Resume

  • A professional designation i.e. CA, CFP, LLB, MBA, CFA would be considered an asset but not required
  • Professional designations (Certified Financial Planner, Insurance License)
  • Extensive industry knowledge, including knowledge of individual securities, the capital markets, economic cycles and the performance of securities within these cycles, taxation issues, etc.
  • Revenue-generating financial sales experience required
  • Generate new contacts through networking, cold calling, prospecting, referrals, seminars, etc.

Responsibilities For Compliance Examiner Investment Advisor Resume

  • FINRA Series 7 and 66 or (63 & 65) licenses required
  • Skill in interpreting, understanding, and explaining written and oral regulations, instructions and procedures, with the ability to deal tactfully and effectively with individuals in difficult situations
  • Effective organization, time management, and problem solving skills that demonstrates the ability to meet deadlines, work productively and accurately, and manage multiple tasks
  • With over 10 years of relevant experience
  • Advanced knowledge of investment process and procedures. Proactively and professionally provides assistance to IA(s) in order to meet client needs, develop and execute business strategy and business planning
  • Monitor and identify potential business opportunities from Gateway
  • Expert use of retail/PCD technology to maximize team efficiency Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual

Responsibilities For Assistant Investment Advisor Resume

  • Strong client relationship management and sales skills; Ability to communicate sophisticated investment strategies to all levels of clients and prospects
  • Proactively identify client needs and deliver a legendary client experience
  • Strong financial acumen and appreciation of TD’s Risk Appetite
  • Associate Investment Advisor Training Level 1Registration as Registered Representative (RR)
  • Wealth Advisory 101/201Navi Plan Financial Planning12 hours compliance training over a 3 year cycle to meet mandatory IDA Continuing Education Program requirements30 hours of professional development or product knowledge training over a 3 year cycle to meet mandatory IDA Continuing Education Program requirements
  • Proficiency with MS Office and other technical investment-oriented applications
  • Expert use of industry/firm software (Croesus, ISM, FIP, Thomson ONE, IWPS - Naviplan)

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