Summary
Overview
Work History
Education
Skills
Accomplishments
Licenses
Timeline
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CHRISTOPHER HARGIS

Jacksonville,FL

Summary

Results-focused management professional offering fifteen years of leadership and sales experience. Energetic people person who effectively multi-tasks and balances client needs with company demands. Efficiently builds loyalty and long-term relationships with client, while consistently reaching sales targets. Goal-driven Financial Advisor adept at building customer base and increasing revenue. Seven years experience in the field.

Overview

15
15
years of professional experience

Work History

Financial Advisor II

TD Wealth
01.2023 - Current
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

Senior Financial Consultant

TD Ameritrade
02.2016 - 02.2022
  • Increased Assets Under Custody to $680 Million in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives

Client Service Specialist

TD Ameritrade
03.2015 - 02.2016
  • Finished top 10 overall for TD Ameritrade in leads sent to Sr Consultants averaging over 50 converted leads per quarter
  • Produced $37 Million in new sales during first year by applying effective customer relations and lead generation strategies
  • Increased leads from 20 to 50 per quarter consistently

General Manager

World Gym
09.2008 - 03.2015
  • Effectively managed team of 50 plus staff, personal trainers and group instructors
  • Executed integrated advertising campaigns across multiple media/ print channels
  • Increased profits by developing, initiating, and managing new personal training team, outdoor cross-training programs, and revamping apparel and supplement sales
  • Led sales calls with team members to establish sales and customer retention goals

Education

Bachelor of Arts - Finance

Florida International University
Miami, FL

Associate of Arts - Business Administration

Santa Fe Community College
Gainesville, FL

Series 7 -

Skills

  • Inventory control Computer Savvy
  • Networking ability
  • Excellent communication
  • Networking
  • Sales training
  • Investment advice
  • Financial planning
  • Staff supervision
  • Developing financial plans
  • Managing wealth
  • Advising on investments
  • Planning for retirement

Accomplishments

  • Built assets under management to $54 Million
  • Assets under custody to $680 Million
  • Earned Presidents Club for outstanding sales professional
  • Business Development: Successfully grew business by increasing membership sales and decreasing membership cancellations
  • Created new sources of revenue for the company
  • Project Management: Initiated new personal training division within company which resulted in increased sales of 70 percent over previous year
  • Leadership Developed highly effective sales training strategies as General Manager of a fifty plus person team
  • Captain of College basketball team (1 Year).

Licenses

Series 7, 66, and 215

Timeline

Financial Advisor II

TD Wealth
01.2023 - Current

Senior Financial Consultant

TD Ameritrade
02.2016 - 02.2022

Client Service Specialist

TD Ameritrade
03.2015 - 02.2016

General Manager

World Gym
09.2008 - 03.2015

Bachelor of Arts - Finance

Florida International University

Associate of Arts - Business Administration

Santa Fe Community College

Series 7 -

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CHRISTOPHER HARGIS