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● Develop comprehensive financial plans tailored to individual client needs and goals, leveraging expertise in financial analysis and strategic planning.● Facilitate the implementation of strategic investment strategies, aligning clients' portfolios with their long-term financial objectives and risk tolerance.● Serve as a liaison between clients and the extensive resources of our firm, connecting them with specialized services and solutions to address their unique financial needs and aspirations.● Provide exceptional client service, offering personalized guidance and support to ensure clients feel confident and informed about their financial decisions.● Engage in generational planning, collaborating with families to establish and preserve wealth across multiple generations, fostering a legacy of financial security and prosperity.

- Responsible for the day-to-day operations and administrative functions of the branch.- Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients.- Identify and refer lead opportunities to Financial Consultants.- Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners.- Adheres to all compliance/risk procedures and follows corporate and industry protocols.

CDW is a leading multi-brand technology solutions provider to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW was founded in 1984 and employs almost 10,000 coworkers. For the year ended December 31, 2019, the company generated net sales over $18 billion.A company with a broad array of offerings range from hardware and software to integrated IT solutions such as security, cloud, data center and networking.

● Managing on average 50 employees at a given time● Responsible for making sure department hits monthly, quarterly, and yearly quotas● Responsible for teaching and translating skills to others on how to create value and urgency● Responsible for targeting locations across the Chicagoland area to market● Responsible for recruiting canvassers● Develop pitches● Create urgency and value to customers● Generate leads through door to door canvassing/ telemarketing

● Cross Selling different banking products and Services● Establishing good rapport and relations with customers.● Responsible for generating and calling back leads● Becoming proficient administrative tasks● Develop pitches● Create urgency and value to customers