Andrea Billquist, CFP®
Devine,TX
Summary
Financial professional with over six years of successful experience in the financial services industry. Recognized consistently for performance excellence and contributions to success within peer groups and the region. Passionate about partnering across teams and organizations to learn new skills and to improve processes and create efficiencies. Strengths in organization, collaboration and communication. Effectively utilizes technology to provide comprehensive financial planning and holistic wealth management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Consultant
Charles Schwab
07.2021 - Current
- Educated clients on various financial matters and provided recommendations based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and supporting their financial goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Trained and mentored on-boarding financial consultants and support staff in systems, processes and sales practices.
Associate Financial Consultant
Charles Schwab
11.2020 - 07.2021
- Facilitated onboarding and ongoing development coaching for new sales and support staff in the region to drive productivity.
- Scheduled and taught online courses in addition to providing one-on-one coaching sessions with management and coworkers to increase efficiency in process and technology such as Salesforce and MoneyGuide Pro.
- Partnered with branch leadership to assist with branch-specific and regional projects.
Associate Financial Consultant
Charles Schwab
03.2018 - 11.2020
- Provided planning, education, and advice to unassigned households of the Tyler branch.
- Created and facilitated a robust event schedule with monthly engagement for both assigned and unassigned households.
- Supported a Senior Financial Consultant in management of their practice through driving practice penetration and providing planning and wealth management consultations.
Financial Consultant Academy Trainee
Charles Schwab
06.2016 - 03.2018
- Competed as the top performer for my cohort in the Financial Consultant Academy by providing superior service to clients, supporting my peers and identifying business opportunities.
Education
Bachelor of Science - Accounting, Not-for-Profit, Management
Concordia University Chicago
River Forest, IL05.2016
Associate of Science - Business Administration
Elgin Community College
Elgin, IL05.2014
Certification
- CERTIFIED FINANCIAL PLANNER™
- Series 7 and 66 licenses
- Texas Insurance License - All Lines
Accomplishments
Service Plus Award - Q2, 2017
Excellence in Action Platinum Award - Q3, 2017
Service Plus Award - Q4, 2017
Key Contributor Award - 2017
Schwab Chairman's Club - 2017
Key Contributor Award - 2019
CEO Award - 2020
Key Contributor Award - 2022
References
Bret Adkins
Former Branch Manager - Southlake, TX
(817) 727-1981
Jamie Otteson
Fixed Income Manager - Phoenix, AZ
(480) 251-2499
Catherine Manalang
Sr Manager - Client Service Operations - Plano, TX
(469) 418-3248
Lily Wittwer
VP; Financial Consultant - Atlanta, GA
(404) 724-2477
Angelica Solis
Manager, Service Onboarding & Development - Phoenix, AX
(602) 355-7740
Timeline
Financial Consultant
Charles Schwab
07.2021 - Current
Associate Financial Consultant
Charles Schwab
11.2020 - 07.2021
Associate Financial Consultant
Charles Schwab
03.2018 - 11.2020
Financial Consultant Academy Trainee
Charles Schwab
06.2016 - 03.2018
Bachelor of Science - Accounting, Not-for-Profit, Management
Concordia University Chicago
Associate of Science - Business Administration
Elgin Community College
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