Senior LevelWealth Manager Resume Example

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Wealth Manager Resume Template (senior level)

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Professional Summary

Senior Wealth Manager (CFP, CFA) leading an advisory team managing $600M in AUM. Trusted with complex high-net-worth, estate, and business-owner cases while mentoring associate advisors.

Professional Experience

Senior Wealth Manager / Team LeadFeb 2021 - Present

Cedarstone Wealth Advisors, Charlotte, NC

Led a five-person advisory team managing $600M in combined AUM, setting service standards.
Grew practice revenue 30% over two years by shifting the book toward fee-based advisory accounts.
Managed complex cases: concentrated stock, business-owner exit planning, and charitable giving via DAFs and trusts.

Wealth ManagerJan 2016 - Jan 2021

Blue Ridge Financial Group, Raleigh, NC

Advised HNW families with $2M+ average account size on estate, trust, and wealth-transfer strategies.
Grew personal AUM from $90M to $150M through referral and centers-of-influence prospecting.
Mentored three associate advisors, helping two pass the CFP exam and build starter books.

Financial AdvisorJun 2013 - Dec 2015

Piedmont Investment Partners, Greensboro, NC

Built a fee-based book through comprehensive planning and CPA and attorney referral partnerships.
Delivered retirement, tax, and risk-management planning integrated into written client plans.
Maintained 98% asset retention through a major market drawdown via proactive client outreach.

Skills

Team Leadership, High-Net-Worth Planning, Estate & Trust Coordination, AUM & Revenue Growth, Advisor Mentorship, Complex Case Management, Fee-Based Advisory, Client Retention

Education

B.S. FinanceMay 2013

University of North Carolina at Charlotte

Certifications

CFP (Certified Financial Planner)
CFA (Chartered Financial Analyst)
FINRA Series 7
FINRA Series 66

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Key Skills for Wealth Manager

Team LeadershipHigh-Net-Worth PlanningEstate & Trust CoordinationAUM & Revenue GrowthAdvisor MentorshipComplex Case ManagementFee-Based AdvisoryClient Retention

ATS Keywords for Wealth Manager

Use these naturally in your summary, skills, and experience when they reflect your background.

Wealth ManagerCFPCFASeries 7Team LeadershipHigh-Net-WorthEstate PlanningAssets Under ManagementRevenue GrowthAdvisor MentorshipTrust CoordinationFee-Based Advisory

How to Write a Senior Level Wealth Manager Resume

A senior wealth manager resume has to prove you build a practice, not just a book. Show the team you lead, the complex HNW and estate cases you own, the AUM and revenue you've grown, and the advisors you've mentored, since at this level firms hire you to expand the whole practice and steward its most valuable relationships.

Resume Writing Tips

Lead with team and practice scope

State the AUM and headcount of the team you lead and the service standards you set, since senior roles are judged on building and running a practice, not just advising your own clients.

Feature complex-case depth

Name advanced scenarios you own - concentrated stock, business-owner exits, estate and trust, charitable giving - since technical depth on complex HNW cases is what distinguishes a senior advisor.

Quantify mentorship and revenue

Cite advisors you mentored and outcomes like CFP passage or book growth, alongside practice revenue and AUM growth, showing you multiply the firm's capacity, not just your own production.

Skills to Highlight

Team Leadership

Detail the team size and combined AUM you lead and the standards you set, showing you run a practice and develop advisors, not just manage personal clients.

High-Net-Worth Planning

Describe the average account size and the complex planning you deliver, proving you can steward a firm's most valuable and demanding relationships.

Estate & Trust Coordination

Explain the estate, trust, and wealth-transfer work you lead alongside attorneys, since multigenerational planning is a hallmark of senior private-client advisory.

Advisor Mentorship

Cite associates you mentored and their outcomes - CFP passage, starter books - demonstrating you build the next generation of the practice.

Common Questions

How do I show leadership if my title is still 'wealth manager'?

Describe scope directly: team AUM and headcount you lead, standards you set, and advisors you mentored. Firms weigh demonstrated practice-building and complex-case ownership over the exact title, so lead with the breadth of what you built and the relationships you steward.

Should I still show personal production at the senior level?

Yes - personal AUM and revenue growth prove you still produce, but frame them alongside team results, complex cases, and mentorship. Seniority reads through practice growth and leverage, so pair your own numbers with the team's and the advisors you developed.

How do I convey complex-case expertise concisely?

Senior Insurance Agent resume. Focus on commercial lines, agency management, high-net-worth clients, and producer mentorship.

Commercial Lines StrategyRisk ManagementAgency Operations

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