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Wealth Management Advisor Resume Example

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MK
WEALTH MANAGEMENT ADVISOR
Professional Summary

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.

Work History
Us Bank - Wealth Management AdvisorTelecommute , ID02/2010 - 08/2019
  • 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
Publicis Groupe Sa - Field DirectorCosta Mesa , CA08/2014 - 12/2018
  • 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)
Northwestern Mutual Life Insurance Company - College Unit DirectorCity , STATE05/2011 - 08/2014
Northwestern Mutual Life Insurance Company - College Financial RepresentativeCity , STATE06/2008 - 02/2010
Accomplishments
  • 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
Additional Information

License's:

Life & Health

Long Term Care,

Annuities

Series 6

Series 63

Skills
  • 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
Education
02/2017The American College of Financial ServicesCityChartered Leadership Fellow Designation: Leadership
12/2009University of IndianapolisCity, StateBachelor of Science: Sports Marketing / Finance
  • Cum laude graduate
  • Dean's List Honoree [Multiple semesters]
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

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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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