Paul Jackson Email & Phone Number

Bothell, Wa

In my financial practice I go beyond providing ordinary financial guidance and investment services for businesses and individuals. I focus on your unique needs; and then design customized strategies to help meet those needs.My specialized financial team and I are dedicated to working with business and medical professionals to develop comprehensive financial strategies that encompass wealth accumulation, retirement planning, tax efficient asset management, business planning, wealth distribution and estate planning with a strong emphasis on protection from risk and keeping our clients’ family and business legacies intact. With the help of my planning team and firm I utilize the most sophisticated tools and strategies available, yet do so in a way that is understandable and transparent.Specialties: Wealth Protection, wealth accumulation, wealth distribution, retirement planning, estate planning.

Tacoma, Wa

Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers, in person and by phone. You will deepen the understanding of our customers' financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks.Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.

Greater Seattle Area

Bachelor Of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

Associate'S Degree, Business Administration And Management, General