Financial Consultant
Serves as key team member in the brokerage services of fiduciary, investment management to new and existing clientele. Works within a team using investment product sales and delivery of customer relationship management techniques. Collaborates with clients to assess individual financial situations and develop strategic financial planning solutions. Oversee securities transactions, funds transfers, and retirement planning options. Responsible for providing retirement and insurance plan education and advice to participants in corporate retirement plans. Key Accomplishments:• Surpassed customer retention and business development goals by building client base to more than 600 investors. • Developed the business plan from the first few months of Power Investment Services existence to being one of the most profitable credit union investment programs.