Summary
Overview
Work History
Education
Certification
Timeline
Generic

Christian Moore

Financial Advisor
Grove City,OH

Summary

Conscientious Financial Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Advisor

Key Investment Services
04.2023 - Current
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Generated over $800,000 of revenue in the prior 12 months as a solo advisor.
  • Sourced and onboarded $12.8 million of net new assets to the bank over the past 12 months.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

Financial Advisor

Janney Montgomery Scott
03.2022 - Current
  • One of five CFP professionals on a team managing $1.5 billion in AUM
  • Built and presented comprehensive financial plans to existing clients and prospective clientele
  • Gathered information to complete a balance sheet for each client to uncover assets and provide recommendations regarding Investment, Insurance, Estate, Income, Retirement and Tax planning
  • Scheduled and conducted client reviews in-person as well as virtually
  • Conducted financial analysis and built custom portfolios composed of mutual funds, ETFs and money market funds
  • Sourced client referrals from existing clients to create a pipeline of new business
  • Worked in conjunction with a team of tax professionals and attorneys to provide comprehensive financial guidance

Financial Solutions Advisor

Bank of America Merrill Lynch
03.2020 - 05.2022
  • Managed and built a book of business from existing Bank of America clients
  • Covered five physical locations of Bank of America and conducted client meetings in person as well as virtual appointments
  • Hit sales targets consistently and became the highest performing advisor in the market through consistent outreach, gathering referrals, and follow-up
  • Met with clients to uncover opportunities and deliver comprehensive financial advice
  • Referred clients to line of business partners in Mortgage, Commercial, Retail and Private bank
  • Mentored new and struggling Financial Solutions Advisors as a peer mentor
  • Led the philanthropic efforts for Bank of America for Ohio and Pennsylvania

Select Licensed Relationship Manager

KeyBank
04.2016 - 04.2020
  • Built relationships and delivered financial advice to KeyBank clientele
  • Helped clients gain confidence in their financial wellness by uncovering opportunities and providing solutions
  • Consistently achieved sales goals by building a pipeline and handling branch traffic
  • Conducted outreach by sending customized mailers to prospective clients, conducting Key@Work presentations, and consistently following up
  • Referred clients to line of business partners to provide multiple solutions and lower client attrition
  • Engaged with clients to identify specific measurable financial goals

Education

BACHELOR OF SCIENCE - FINANCE

THE OHIO STATE UNIVERSITY FISHER COLLEGE OF BUSINESS
COLUMBUS, OH
12.2014

Certification

  • Certified Financial Planner Professional
  • FINRA Series 6
  • Series 63
  • Series 7
  • Series 66
  • Life, Health, and Variable Insurance Licensing


Timeline

Financial Advisor

Key Investment Services
04.2023 - Current

Financial Advisor

Janney Montgomery Scott
03.2022 - Current

Financial Solutions Advisor

Bank of America Merrill Lynch
03.2020 - 05.2022

Select Licensed Relationship Manager

KeyBank
04.2016 - 04.2020

BACHELOR OF SCIENCE - FINANCE

THE OHIO STATE UNIVERSITY FISHER COLLEGE OF BUSINESS

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