Brandon Smith
Lee's Summit,MO
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop strong relationships with clients. Collaborative team player with focus on achieving client satisfaction and adapting to meet their financial and retirement goals!
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
Wise Wealth, LLC
05.2023 - 10.2025
- Work primarily with clients between $100k-$1M as a Relationship Advisor.
- Establish rapport & maintaining relationships with clients to maintain business and refer to other lines of business at the firm (Insurance, CPA, Estate Planning).
- Develop detailed financial plans with focus on Retirement Income Planning. Help clients stay on track and implement customized plans.
- Experience with Google Suite, RedTail (CRM), Proprietary Planning, GeoWealth platform, and Charles Schwab Institutional.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Emerging Wealth Manager
Creative Planning, LLC
09.2020 - 04.2023
- Worked primarily with clients between $50k-$600k as an Emerging Wealth Manager.
- Establish rapport with clients to develop business and grow my own book of business.
- Work to refer clients to other lines of business in the firm including Tax, Estate Planning, Trust Services, & Insurance.
- Experience with Salesforce, Orion, BuyAll Accounts, Vision Builder, and Outlook. Also experience with Schwab, Fidelity, & TD Ameritrade Institutional.
Retirement Consultant
Empower Retirement
06.2020 - 08.2020
- Worked closely with clients nearing retirement to review their plan''s progress and make any necessary adjustments to ensure a smooth transition into this next life phase.
- Utilized advanced software tools to analyze client data accurately, allowing for more precise retirement projections and recommendations.
- Upsell 401(k) participants to in-house RIA for more comprehensive financial planning.
Associate Financial Consultant
American Century Investments
01.2016 - 08.2020
- Worked primarily with clients between $50k-$250k as an Advisor in American Century's Private Client Group.
- Establish rapport with clients to develop business and grow my own book of business.
- Use Envestnet, Salesforce, DST, NetX360, Money Guide Pro, and Outlook.
Personal Banker
Great Southern Bank
07.2014 - 01.2016
- Processed all new account transactions, assisted customers' in selection of various accounts and financial services, cross-sold the bank's products and services, opened, maintained and closed all account types, and performed branch clerical duties.
- Promoted business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.
- Fully knowledgeable and skilled in the areas of teller, vault, and safe deposit.
Key Management Leader
Chick-fil-A
01.2012 - 03.2014
- Responsible for money handling, refunds, guest compliance as well as shift leading.
- Focused on strong connections with guests to create repeat business. Lead team members in a professional business environment. Night manager in charge of $2+ million per year business.
Education
Bachelor of Arts - Mass Communication
Missouri Southern State University
Joplin, MO01.2008
Skills
- Retirement Plan Specialist Experience
- Financial Planning Expertise
- Outbound Sales Calling Expertise
Certification
- Series 65
- Chartered Retirement Plan Specialist
- Life and Health Licensed
- CFP Exam Candidate
Timeline
Financial Advisor
Wise Wealth, LLC
05.2023 - 10.2025
Emerging Wealth Manager
Creative Planning, LLC
09.2020 - 04.2023
Retirement Consultant
Empower Retirement
06.2020 - 08.2020
Associate Financial Consultant
American Century Investments
01.2016 - 08.2020
Personal Banker
Great Southern Bank
07.2014 - 01.2016
Key Management Leader
Chick-fil-A
01.2012 - 03.2014
Bachelor of Arts - Mass Communication
Missouri Southern State University