Cole Billings
Summary
Highly motivated and personable Financial Advisor who provides a holistic approach to the client to establish a deeper understanding of their goals and educates on investment strategies and retirement planning. Highly effective at communicating, building relationships, and creating an experience for the client.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
DSB Rock Island
09.2023 - Current
- Working closely with the partners of the practice preparing and running client meetings.
- Establishing relationships with new and existing clients by providing a holistic view of the clients needs.
- Managing our 401(k) book by meeting with the plan administrators and participants to help with enrollment, fund selection, onboarding, and fiduciary review meetings.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Associate Wealth Management Advisor
Northwestern Mutual
03.2023 - 09.2023
- Gathered information and prepared paperwork for new accounts.
- Placed trades and handled funds transfers.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Client Relationship Manager
Northwestern Mutual
05.2022 - 09.2023
- Built advisor-ready materials for client meetings.
- Facilitated business by implementing practical networking techniques.
- Coordinated client meetings and managed advisors calendar.
- Gathered client information for onboarding and new business.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Built relationships with clients and community to establish long-term business growth.
Financial Representative
Northwestern Mutual
06.2021 - 05.2022
Operations Specialist
American Fire Protection Group
11.2019 - 06.2021
Information Technology Intern
APi Group
05.2019 - 08.2019
Education
Associate of Arts - Finance
St. Cloud State University
St. Cloud2019
High School Diploma -
St. Michael - Albertville Senior High School
St. Michael2017
Skills
- Financial Planning
- Qualified Retirement Plans
- Working on a team in a collaborative environment
- Building relationships with clients and colleagues
- Life Insurance, annuities, and other investment products
- Working with outside brokers, investment advisers, & recordkeepers
- Financial planning software: E-Money, LPL Client Works, Morningstar, Riskalyze, Venrollment, Crump, Outlook, & Redtail
Certification
- Series 7 - FINRA
- Series 63 - NASAA
- Securities Industries Essentials (SIE) - FINRA
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities - NIPR
Timeline
Financial Advisor
DSB Rock Island
09.2023 - Current
Associate Wealth Management Advisor
Northwestern Mutual
03.2023 - 09.2023
Client Relationship Manager
Northwestern Mutual
05.2022 - 09.2023
Financial Representative
Northwestern Mutual
06.2021 - 05.2022
Operations Specialist
American Fire Protection Group
11.2019 - 06.2021
Information Technology Intern
APi Group
05.2019 - 08.2019
Associate of Arts - Finance
St. Cloud State University
High School Diploma -
St. Michael - Albertville Senior High School
- Series 7 - FINRA
- Series 63 - NASAA
- Securities Industries Essentials (SIE) - FINRA
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities - NIPR
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