CHRISTOPHER CODY WILKS
Los Angeles,CA
Summary
Dedicated and results-driven Financial Advisor with 9 years of experience in providing financial planning and investment management services. Proven track record of building strong client relationships and delivering tailored financial solutions to meet individual needs and goals. Strong understanding of risk management, retirement planning, and tax strategies. Excellent communication and presentation skills, with a commitment to always putting the client's best interests first. Excels in fast-paced and dynamic environments while maintaining high ethical standards. Recognized for consistently meeting and exceeding sales targets.
Overview
10
10
years of professional experience
1
1
Certification
Work History
VP - PRIVATE CLIENT ADVISOR
JP Morgan
06.2023 - 07.2024
- Nationally ranked in top quartile for practice T12 Revenue generated from Assets Under Management
- Collaborated with internal business partners to cultivate and grow practice from $0 to $100M Assets Under Management within 1 year
- Delivered strategic investment advice for individual and corporate clients.
- Increased company growth through collaboration with sales and marketing departments
VICE PRESIDENT - FINANCIAL CONSULTANT
Charles Schwab
01.2019 - 12.2022
- Established and grew client practice from $200 million to over $1 billion assets under management within one year
- Consistently ranked top performing Financial Consultant in Pasadena branch and national branch network
- Increased company growth through collaboration with sales and marketing departments.
- Defined sales and relationship process that consistently strengthened client and business partner relationships
- Collaborated with senior management to develop strategic initiatives and long term goals
ASSOCIATE FINANCIAL CONSULTANT
Charles Schwab
10.2017 - 01.2019
- Consistently performed in top 5% of national advice conversions and financial plans ranking
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies
ULTRA HIGH NET WORTH BROKER
Charles Schwab
02.2016 - 10.2017
- Ranked top 3% nationally in new new assets and advised solutions sales leads activity and conversions
- Created ongoing relationship with selected region branches and Financial Consultant's
- Selected for Advanced Sales Training - Accelerated Career Program
ANALYST INTERN
lnnovest Portfolio Management
05.2014 - 12.2014
- Prepared financial statements for clients
- Assistance in rebalancing portfolios
- Analyzed and monitored statistical data trends.
Education
Bachelor of Science - Finance
University of Colorado, Denver
Denver, CO04.2015
Skills
- Financial Planning
- Investment planning
- Wealth Management
- Portfolio Analysis
- Investment Management
- Relationship building and management
- Business Development
- Collaborative and Coachable
Certification
- Series 7 License
- Series 66 License
- California Insurance & Annuity License
- CFP November 2024 candidate
Timeline
VP - PRIVATE CLIENT ADVISOR
JP Morgan
06.2023 - 07.2024
VICE PRESIDENT - FINANCIAL CONSULTANT
Charles Schwab
01.2019 - 12.2022
ASSOCIATE FINANCIAL CONSULTANT
Charles Schwab
10.2017 - 01.2019
ULTRA HIGH NET WORTH BROKER
Charles Schwab
02.2016 - 10.2017
ANALYST INTERN
lnnovest Portfolio Management
05.2014 - 12.2014
Bachelor of Science - Finance
University of Colorado, Denver
- Series 7 License
- Series 66 License
- California Insurance & Annuity License
- CFP November 2024 candidate
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