Jason Link Email & Phone Number

Denver, Co, Us

Denver Metropolitan Area

I joined Alchemy Financial as a Wealth Advisor. The aim of this position was to build out a Colorado footprint for the East Coast firm. I designed the strategy and executed the steps to establish the brand in the new market. This included generating leads and owning the client relationship throughout the full sales cycle.My strong interpersonal skills and organizational abilities led to my success in the role. I prepared and presented reviews to my clients on the status of their portfolios while also working to build a robust sales pipeline. I took the initiative to drive growth through this period of rapid change.I also began studying for the CFP exam during this time. I successfully balanced my client duties with my ongoing professional development efforts. I continued to generate, close, and serve clients right up until the company decided not to proceed with the planned expansion to Colorado. I used that opportunity to spend some time focusing on my CFP certification preparations and to spend time with my family. Products Sold: ETFs, Equities, Alternative Investments, Life & Health Insurance

Denver Metropolitan Area

My success as a Financial Consultant led to my promotion to Regional Planning Consultant for the premier investment banking firm. During this time, I led 20+ direct reports across multiple branches with $2B AUM. We met or exceeded our goals with our client-focused approach.I built a culture focused on our clients. This meant that I was regularly training and coaching my team in the best practices. I also embraced consultative selling practices to help my team capture growth opportunities with each client. This resulted in a significant increase in revenue and client retention for our firm.I also worked closely with upper management to develop and implement strategic plans to improve the overall performance of our branches. These plans included expanding into new markets, implementing technology advancements, and creating new products and services tailored to specific client needs. By collaborating with different departments within the firm, we were able to drive innovation and stay ahead of industry trends.Results in this role were:• Played a key role in the promotion of 7 financial consultants with ongoing, personalized coaching. • Presented weekly on new products, services, and regulatory changes to staff to foster continued growth. • Planned, presented, and led follow-up on 6+ events or seminars quarterly to drive client acquisition. • Built a culture of excellence with 98% achieving KPIs yielding top 3 ranking of the team in the US. • Ranked as a Top Regional Planning Consultant in the company across the US. I reached a point where I achieved everything I wanted to do in the role. I decided to step away from the position to spend time with my family before exploring my next career step.

Denver Metropolitan Area

I returned to the Denver area as a Financial Consultant for Fidelity Investments. I joined the large investment banking firm as a client-facing leader to drive growth in the market. I did this by building relationships and growing accounts by providing value to the people I served. As a Financial Consultant, I was responsible for providing personalized financial advice and guidance to clients based on their unique financial goals and needs. This often involved conducting thorough financial analyses, creating customized investment plans, and regularly monitoring and adjusting portfolios to ensure they remained aligned with client objectives.In addition to working directly with clients, I also collaborated with other members of the Fidelity team such as portfolio managers, research analysts, and product specialists to deliver comprehensive financial solutions. This required strong communication and teamwork skills, as well as a deep knowledge of various investment products and strategies.Wins during this time were:• Managed up to $500M AUM for 300 high net-worth individuals including $110M in fee-based accounts. • Grew the fee-based business $30M annually by acquiring new clients, performing financial planning services, and using the Wealth Advisory Services (WAS) platform. • Owned the client relationship from prospecting through renewals and growth of accounts. • Educated clients by developing and delivering seminars on income planning and modern portfolio theory.

San Francisco Bay Area

I took the promotion to lead region for the retail investment division of JP Morgan Chase. I relocated for this opportunity to serve as the Regional Investment Manager to lead up to 75 direct reports across 25 locations. We provided financial planning services for high-net-worth individuals across most of California.My extensive experience in the industry enabled me to quickly build a culture of excellence. I created and presented individualized training for new advisors and licensed bankers. I also prioritized communication and transparency within my team. This fostered a strong sense of trust and teamwork, leading to increased productivity and employee satisfaction. I owned the success of my region and was the first to support my team whenever needed. I analyzed the data, provided coaching, and implemented strategies at every level of the sales operations to fuel our success. This means that I also helped people with serving our clients and developing the site-level leaders to foster their results. Wins during this time were:• Contributed to the promotion of 50+ bankers and advisors within the enterprise through ongoing coaching and guidance through the post-acquisition (Washington Mutual) integration. • Recruited and onboarded 3 advisors or licensed bankers per week selling investment services, consumer lending, and other regulated products. • Sold $102M in unified managed and separately managed accounts (fee-based business). • Turned around the market (lower 30%) to achieve the #1 market in the US for YoY growth rates of all products (insurance, annuities, fee-based, mutual funds). • Ranked 10 out of 161 for markets nationally by bringing in new accounts (outside assets) ($39M).

Greater Fort Collins Area

Greater Fort Collins Area