Financial Planner (Emerging Investor Sales) at Edelman Financial Engines (2019-06 – Present)
Top-ranked Financial Planner company-wide, driving retirement planning conversations that convert 401(k) participants into broader wealth management relationships and AUM opportunities.
- Deliver comprehensive retirement planning guidance to participants approaching retirement, analyzing 401(k) strategies, goals, and investment needs.
- Identify and uncover outside assets through consultative discovery, generating qualified referrals that result in new assets under management for the firm.
- Build trusted client relationships through proactive outreach, financial education, and personalized recommendations.
- Consistently exceed production goals in a high-volume, results-driven environment while delivering an exceptional client experience.
Banking and Wealth Management Associate at JPMorgan Chase (2013-02 – 2019-06)
Serve as Licensed Representative providing comprehensive financial solutions to high net-worth ($250k-$5MM) clients and small to mid-size local businesses
- Utilize cross-selling strategies to retain and expand relationships with existing clients.
- Prepare and present comprehensive financial plans to current and prospective clients. These plans include: Cash flow analyses providing recommendations to help clients increase discretionary income, plan for significant financial expenditures (e.g. child's college tuition, purchase of a home, etc.), retirement planning (e.g. 401k, 403b, Annuity, Ira, Trusts, and Estates, etc.), and industry, market, and mutual fund comparative analyses
- First point of contact and responsible for profiling, qualifying, and developing prospective clients through referral management systems.
- Responsible for developing and maintaining wealth outlook reports and account reviews for existing and prospective clients.
Business Banking Consultant at Wells Fargo Bank N.A (2010-09 – 2011-11)
- Acquisition of full balance sheet relationship of high value clients through needs assessment
- Client retention through relationship management of business and personal assets
- Partner with specialists in residential or commercial lending, deposit, investment and other service areas
- Demonstrate excellent customer service through product knowledge and follow-through
- Achieved 120% of quarterly loan goal and 200% of quarterly solution and profit goals
