Bryce Roy
Financial Services Professional
Dallas,Texas
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
5
5
Certifications
Work History
Manager, Private Wealth Services
Charles Schwab
Westlake, TX
10.2022 - Current
- Developed and maintained relationships with customers and suppliers through account development.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
Financial Consultant
Charles Schwab & Co
Westlake, TX
06.2021 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Consultant
JP Morgan Chase & Co
Plano, TX
12.2019 - 06.2021
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Inbound Rep, New Client Development Group
TD Ameritrade
Southlake, TX
08.2018 - 01.2020
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Educated customers on company systems, form completion, and access to services.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Education
Bachelor of Arts - Communication
08.2015 - 05.2018
MBA - Business Administration
01.2023 - Current
Skills
Strategic planning
Certification
Series 7 License
Timeline
Western Governors University - MBA, Business Administration
01.2023 - Current
Manager, Private Wealth Services - Charles Schwab
10.2022 - Current
Financial Consultant - Charles Schwab & Co
06.2021 - Current
Financial Consultant - JP Morgan Chase & Co
12.2019 - 06.2021
Inbound Rep, New Client Development Group - TD Ameritrade
08.2018 - 01.2020
Texas A&M University - Bachelor of Arts, Communication
08.2015 - 05.2018
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