Brent Nicoliasen
Wausau,WI
Summary
Dynamic Financial Advisor excelling in relationship building and investment portfolio management. Enhanced client retention through personalized strategies and comprehensive financial planning, resulting in increased satisfaction. Skilled in risk assessment and analytical thinking, delivering tailored investment solutions that align with clients' unique goals.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Packerland Brokerage
Wausau, WI
03.2019 - 12.2020
- Facilitated new client onboarding process and investment account setup.
- Increased client retention rates with personalized communication and regular portfolio reviews.
- Customized investment portfolios to align with changes in clients' financial situations, and goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Presented financial plans and investment recommendations to clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Implemented risk management strategies for clients, protecting their assets from market volatility.
- Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual risk profiles.
- Educated clients on potential risks and rewards associated with various investments.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Financial Advisor
Stifel Nicolaus
Wausau, WI
03.2018 - 10.2018
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Delivered strategic investment advice for individual and corporate clients.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
- Implemented risk management strategies for clients, protecting their assets from market volatility.
- Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual needs.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on potential risks and rewards associated with various investments.
- Researched and evaluated potential investment products for clients.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensured compliance with industry regulations and company policies while serving clients.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Financial Advisor
BC Ziegler
Wausau, WI
12.2007 - 03.2018
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Education
Bachelor Of Arts - Economics, Philosophy
University of Wisconsin, Madison
Madison, WI05.1998
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Critical thinki
- Financial advising
- Risk assessment
- Wealth management
- Asset allocation
- Retirement needs
- Portfolio construction
- Account performance reviews
- Financial planning
- Fixed income strategies
- Time management
- Behavioral financ
- Multitasking and organization
- Verbal and written communication
- Decision-making
- Ethical judgment
- Investment portfolio management
- Mutual fund sales
Licenses
Series 7
Series 66
Health and life insurance
Timeline
Financial Advisor
Packerland Brokerage
03.2019 - 12.2020
Financial Advisor
Stifel Nicolaus
03.2018 - 10.2018
Financial Advisor
BC Ziegler
12.2007 - 03.2018
Bachelor Of Arts - Economics, Philosophy
University of Wisconsin, Madison