Summary
Overview
Work History
Education
Skills
Licenses and Hobbies
Timeline
Generic

Brent Furnish

Greer,SC

Summary

Associate Financial Advisor with over 16 years of experience in finance and wealth management, specializing in comprehensive client planning. Acknowledged as a top banker in South Carolina, successfully acquired $23M in new investment assets between 2021 and 2022. Expertise includes client needs assessment, financial analysis, and portfolio management, focusing on optimizing asset growth while minimizing risk. Committed to advancing client engagement strategies and expanding investment solutions to enhance financial success for clients.

Overview

15
15
years of professional experience

Work History

Associate Financial Advisor

Edward Jones
Greenville, SC
09.2023 - Current
  • Deepen relationships with clients and prospects through discovery, focusing on retirement expectations, concerns, and goals.
  • Collaborate and create personalized retirement strategies using high-level planning tools, with multiple scenarios, to provide the best future outcome.
  • Implement new retirement planning software for more engaging client meetings, boosting efficiency, and client satisfaction.
  • Analyze market trends to optimize assets, achieving measurable financial growth.
  • Guide clients through wealth decisions, focusing on retirement and estate strategies.

Senior Branch Premier Banker

Wells Fargo Bank, N.A.
Greenville, SC
07.2021 - 09.2023
  • Established and cultivated relationships with high-net-worth clients holding assets of $250k to $10M through proactive engagement.
  • Collaborated with multiple branch teams to drive revenue, matching financial products with clients' needs and goals, while achieving measurable financial growth.
  • Mentored junior bankers, fostering skills in discovery conversations, debt management, and banking products.
  • Orchestrated cross-functional partnerships with mortgage, wealth, and business banking teams to implement holistic wealth management solutions.

Premier Branch Banker

Wells Fargo Bank, N.A.
Greenville, SC
09.2018 - 07.2021
  • Developed and maintained relationships with potential and existing high-net-worth clients to expand the customer base and grow branch profitability.
  • Educated customers on banking policies, procedures, and digital banking platforms.
  • Resolved customer complaints and inquiries, ensuring high levels of customer satisfaction.
  • Conducted financial reviews for existing customers to identify additional products or services that could benefit them.

Licensed Personal Banker II

Wells Fargo Bank, N.A.
Greenville, SC
05.2014 - 09.2018
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Developed and executed strategies to achieve and exceed sales targets for banking products and services.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.

Personal Banker

Wells Fargo Bank, N.A.
Greenville, SC
08.2012 - 05.2014
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Collaborated with team members to meet branch targets and objectives.
  • Advised customers on various financial products available from the bank.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.

Lead Teller

Wells Fargo Bank, N.A.
Greenville, SC
07.2011 - 08.2012
  • Managed daily operations of teller line, ensuring compliance with bank policies and procedures.
  • Tracked inventory levels of supplies necessary for daily operations.
  • Audited teller transactions for accuracy prior to submission for processing.
  • Cross-sold bank products and services to customers, meeting and exceeding sales targets.

Teller

Wells Fargo
Greenville, SC
12.2010 - 07.2011
  • Provided exceptional customer service while accurately processing routine transactions.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Balanced cash drawers on a daily basis.

Financial Representative

New York Life Insurance Company
Greenville, SC
04.2010 - 11.2010
  • Generated qualified leads through strategic referral networking and targeted outbound communication campaigns
  • Conducted comprehensive financial needs analysis through client consultations, identifying gaps and implementing tailored insurance solutions

Sales Associate

Dick's Sporting Goods
Greenville, SC
12.2009 - 06.2010
  • Provided expert sports gear advice, boosting sales in golf and tennis departments
  • Enhanced customer satisfaction through tailored consultations
  • Utilized product knowledge to address customer needs effectively

Education

Bachelor of Science - Business Management

Huntington University
Huntington, IN
01.2007

Skills

  • Financial planning
  • Client Relations
  • Wealth management
  • Team leadership
  • Analytics
  • Sales Expertise
  • Investment Portfolio Management

Licenses and Hobbies

  • Hold FINRA Series 6, 63, 65, 7 Licenses, and South Carolina Life, Health, and Accidental Insurance License.
  • Out of the office, I love spending time with my wife, children, and dog. I enjoy being outside hiking, golfing, skiing, or playing pickleball with friends.

Timeline

Associate Financial Advisor

Edward Jones
09.2023 - Current

Senior Branch Premier Banker

Wells Fargo Bank, N.A.
07.2021 - 09.2023

Premier Branch Banker

Wells Fargo Bank, N.A.
09.2018 - 07.2021

Licensed Personal Banker II

Wells Fargo Bank, N.A.
05.2014 - 09.2018

Personal Banker

Wells Fargo Bank, N.A.
08.2012 - 05.2014

Lead Teller

Wells Fargo Bank, N.A.
07.2011 - 08.2012

Teller

Wells Fargo
12.2010 - 07.2011

Financial Representative

New York Life Insurance Company
04.2010 - 11.2010

Sales Associate

Dick's Sporting Goods
12.2009 - 06.2010

Bachelor of Science - Business Management

Huntington University

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