Wealth Management Advisor Resume Example
Trustworthy Financial Services Advisor who understands that people don't buy what you do, they buy why you do it. Experienced at being a player/coach, building a successful comprehensive financial planning practice and attracting, coaching, and developing talent by developing new prospects and managing relationships. Competitive ability to drive business growth by mastery of sales and marketing strategies. Excellent active listener who is technologically savvy and has demonstrated high levels of client/advisor retention. Courageous Leader who practices servant leadership, gives the gift of high expectations, and is convinced leadership is a lifestyle, not a meeting, title, or contract. Effective problem solver who values hard work and has experience conducting business in alignment with his core values. Knowledgeable planner who is able to handle a wide range of financial needs, from risk management and wealth accumulation to wealth distribution and preservation. Competitive, goal-oriented and looking to leverage history of success into a new exciting opportunity that allows me to grow personally and professionally while having the ability to stretch the personal and professional potential of others to help them achieve what they want to achieve.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability
- Trained internal staff members on administrative processes, work instructions and procedures to facilitate consistent and seamless company operations
- Leveraged customer service and consultative sales techniques to exceed sales benchmarks
- Assisted in recruitment and selection process in order to build cohesive unit of productive full-time financial representatives
- Developed unit mission, vision, and values
- Built strategy to grow thriving field unit
- Served as role model/change agent
- Early adopter of new field technology practices and created workflow processes for unit could manage their time effectively and focus on revenue generating activities
- Actively worked with Director of Selection and Managing Director throughout selection process regarding leads given, interviews, mentorship, and relationship building
- Provided 15+ Financial Representative referrals monthly
- Recruited 15+ Financial Representatives
- Built referral culture within unit
- Balanced growing own integrated personal practice with leadership and achieve year after year growth
- Maintained FR support systems and processes
- Knew each adviser's "True Desires/Most Amazing Futures" and used them to motivate and inspire when comparing their business activity to expectations. Held multiple weakly meetings with FR's for case consultation, career and development opportunities, and Client Builders/BOR's/RACE
- Led and presented various business topics in each Fast Track Sales Schools. (3 week training program for newly appointed advisers across all offices in state of Indiana)
- L.E.A.D Graduate - Leadership through Education, Achievement & Development Program : Provides access to an exclusive training curriculum that will help representatives develop the skills needed to take on a leadership role within their network office.
- College Internship Power of 10 Award
- Bronze, Silver, Gold, & Platinum - New Financial Representative Awards
- Pacesetter First 40 Award - (3% of Northwestern Advisors achieve this)
- Pacemaker Award
- Best Year Ever Award
- New Client Bonus
- Achievement Award
- Life Impact Award
- 75 Lives Club
- 100 Lives Club
- Conversion Leader Award
- Growth Award
- Naifa Quality Award
License's:
Life & Health
Long Term Care,
Annuities
Series 6
Series 63
- Strategic thinking and planning
- Communication and change management
- Operations management
- Client sales and consulting
- Community presence
- Personal growth and accountability
- Ability to attract and acquire talent
- Ability to coach and develop talent
- Ability to motivate and retain talent
- Exceptional time management skills
- Active listening skills
- Strong interpersonal skills
- Servant leadership
- Relationship building and management
- Business development
- Financial planning
- Sale expertise
- Client acquisition expert
- Influential
- Confident self starter
- Assertive and visionary
- Integrity
- Presentation skills
- Social media
- Team oversight
- Risk management and monitoring
- Data collection and analysis
- Cum laude graduate
- Dean's List Honoree [Multiple semesters]
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Resume Overview
School Attended
- The American College of Financial Services
- University of Indianapolis
Job Titles Held:
- Wealth Management Advisor
- Field Director
- College Unit Director
- College Financial Representative
Degrees
- Chartered Leadership Fellow Designation : Leadership
Bachelor of Science : Sports Marketing / Finance
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