Financial Advisor / Consultant • Identified and developed leads
of prospective clients
of financial planning and investment services, focusing on generating
sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and
asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating
genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication
of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and
asset protection to create financial plans and develop investment allocation strategies for high net worth clients