Wealth Management Associate Resume Example
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Morgan Stanley – New Brunswick , NJ
Senior team member to a Barron's top-ranked Financial Advisor for over 17 years. Help manage an $800M book of business that consists of high net worth individuals and executives. Primary point of contact for clients requesting money movement transactions, security trades, and research inquiries. Lead analyst on team responsible for creating accurate and clear quarterly presentations for clients to review their portfolio details and performance. Create custom proposals for prospects in order to win new business.
Hightower Advisors – Scottsdale , AZ
Began career working with high net worth individuals within a large book of business here. Assisted a top-ranked financial advisor in a fast paced environment answering phones, processing financial transactions, providing impeccable customer service, and creating presentations for clients and prospects showcasing how we manage their money effectively to meet their goals. Responsible for handling a large IPO friends a family transaction. Earned the Certified Financial Planner designation in 2005.
Arthur J Gallagher & Co. – Louisiana , MO
Assisted three new financial advisors in building their business. Provided excellent customer service to existing clients, opened new accounts, transitioned new clients to firm. Passed the Series 7 and Series 63 exams in 1999 to become fully registered.
Snc Lavalin – Kirkland , WA
Responsible for creating and maintaining excel spreadsheets with accurate cost data analysis of firm for senior management to review on a monthly basis.
High Point University - City, State
- Graduated Magna Cum Laude
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Resume Overview
School Attended
- High Point University
Job Titles Held:
- Wealth Management Associate
- Client Service Associate
- Sales Assistant
- Cost Analyst
Degrees
- Bachelor of Arts : International Business and Accounting , 1997
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