Robert James, Chfc®, Mba

Robert James, Chfc®, Mba Email and Phone Number

Senior Vice President @ GradePoint Financial / 15 Wealth
Houston, TX, US
Robert James, Chfc®, Mba's Location
Houston, Texas, United States, United States
Robert James, Chfc®, Mba's Contact Details

Robert James, Chfc®, Mba work email

Robert James, Chfc®, Mba personal email

n/a

Robert James, Chfc®, Mba phone numbers

About Robert James, Chfc®, Mba

I am an analytical and proven leader with successful business and management experience. I possess strong communication, interpersonal and decision-making abilities. My professional areas of expertise are financial planning; increasing productivity; and improving efficiency by developing and streamlining internal processes and procedures.Texas Insurance License #1485193/*********/Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser. VFA is a member of Corebridge Financial, Inc.

Robert James, Chfc®, Mba's Current Company Details
GradePoint Financial / 15 Wealth

Gradepoint Financial / 15 Wealth

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Senior Vice President
Houston, TX, US
Robert James, Chfc®, Mba Work Experience Details
  • Gradepoint Financial / 15 Wealth
    Senior Vice President
    Gradepoint Financial / 15 Wealth
    Houston, Tx, Us
    View
  • Corebridge Financial
    Associate Vice President, Product Manager Financial Planning Services & Programs
    Corebridge Financial May 2020 - Present
    Houston, Texas, United States
    Formerly AIG Retirement Services- Product Manager for enterprise financial planning solutions. This involves collaborating with internal and external software development teams to design, document and test enhancements to financial planning software and planning tools. - Design and conduct formal presentations for regional and district meetings. The presentations provide financial professionals a thorough understanding of the planning process and advanced concepts for Investment Management, Risk Management, Retirement Income Analysis and Data Analytics. - Manage and train Internal Consultants and Operations personnel. This involves coaching consultants to answer questions regarding financial plans/analyses that have been created, providing guidance to financial professionals to integrate financial planning concepts and model solutions. Training also includes providing implementation strategies based on the plan analysis.- Manage relationships with third-party vendors and entities- Design governance and controls for financial planning platform; including fee-based financial planning- Conduct monthly financial planning training sessions for new financial professionals.- Develop marketing material and internal reports
    View
  • Corebridge Financial
    Director, Financial Planning & Education Center
    Corebridge Financial Aug 2019 - Apr 2020
    Houston, Texas Area
    View
  • Corebridge Financial
    Manager, Financial Planning & Education Center
    Corebridge Financial Jan 2017 - Jul 2019
    Houston, Texas, United States
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  • Corebridge Financial
    Senior Financial Planning Consultant
    Corebridge Financial Jun 2013 - Dec 2016
    Houston, Texas, United States
    View
  • Corebridge Financial
    Financial Planning Consultant
    Corebridge Financial May 2011 - May 2013
    Houston, Texas, United States
    View
  • Principal Financial Group
    Investment Advisor Representative
    Principal Financial Group May 2010 - May 2011
    Houston, Texas Area
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  • The Reynolds And Reynolds Company / Universal Computer Systems
    Quality Assurance Senior Analyst
    The Reynolds And Reynolds Company / Universal Computer Systems Jan 1998 - Sep 2010
    Houston, Texas Area
    View

Robert James, Chfc®, Mba Skills

Retirement Planning Retirement Financial Planning Investments Financial Advisory Strategic Financial Planning Leadership Finance Public Speaking Financial Planners Insurance Portfolio Management Series 7 Fixed Annuities Small Business Microsoft Office Securities Employee Benefits Software Quality Assurance Webex Motivational Speaking Employee Training Client Relationship Building Client Retention Insurance Planning Business Coaching Series 66 Wealth Management Software Training Internal Training Personal Development Adult Education Market Development Virtual Training

Robert James, Chfc®, Mba Education Details

Frequently Asked Questions about Robert James, Chfc®, Mba

What company does Robert James, Chfc®, Mba work for?

Robert James, Chfc®, Mba works for Gradepoint Financial / 15 Wealth

What is Robert James, Chfc®, Mba's role at the current company?

Robert James, Chfc®, Mba's current role is Senior Vice President.

What is Robert James, Chfc®, Mba's email address?

Robert James, Chfc®, Mba's email address is ro****@****lic.com

What is Robert James, Chfc®, Mba's direct phone number?

Robert James, Chfc®, Mba's direct phone number is (800) 426*****

What schools did Robert James, Chfc®, Mba attend?

Robert James, Chfc®, Mba attended The American College, The American College, Letourneau University, University Of Houston.

What skills is Robert James, Chfc®, Mba known for?

Robert James, Chfc®, Mba has skills like Retirement Planning, Retirement, Financial Planning, Investments, Financial Advisory, Strategic Financial Planning, Leadership, Finance, Public Speaking, Financial Planners, Insurance, Portfolio Management.

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