DAVID P WEAVER
Princeton Junction,NJ
Summary
Financial professional skilled in overall financial planning and relationship management. Successfully developed customized financial strategies to meet the needs of clients. Experienced in evaluating business and investment opportunities and new business development. 4 years experience in the field.
Overview
9
9
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
Yardley, Pennsylvania
06.2022 - Current
- Managed client account maintenance for high-net-worth individuals.
- Built strong relationships with clients to understand their financial goals and needs.
- Resolved client inquiries and issues efficiently to enhance overall satisfaction.
- Look for opportunities during client conversations to manage more of their assets here with us.
- Made RSGA Top 500 every year.
Premier Banker
Wells Fargo
Pennington, NJ
09.2019 - 06.2022
- Interacted exclusively with our affluent clients by asking appropriate open-ended questions to better understand products and services required.
- Identified which company offerings would best meet customer needs and introduced them to the appropriate branch partner
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Improved operations by working closely with branch partners to create optimal solutions for customers
- Created strategic financial solutions to suit individualized client needs.
Financial Consultant
Primary Financial
Edison, NJ
06.2018 - 09.2019
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans
- Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability
- Established successful professional partnerships with local CPA and Property and Casualty offices
Financial Consultant
AXA Advisors
Woodbridge, NJ
06.2017 - 06.2018
- Analyzed client needs and investment portfolios, recommended appropriate strategies
- Created new sales and marketing opportunities through use of cold calling, LinkedIn, networking and referrals
- Managed client communications and followed up with myself and other advisors' clients
- Worked closely in the small business space in order to identify and implement tax mitigation strategies and optimize efficiency
Education
Bachelor of Science - Finance/ Accounting
Rutgers University
Skills
- Wealth management
- Risk management
- Estate planning
- Cash flow optimization
- Developing financial plans
- Mutual funds understanding
- Accounting systems
- Cold calling
- Leadership
- Marketing
- Networking
- People Skills
- Sales
- Tax
- Software: Microsoft Office, Sales Force, Asset Map, Right Capital
Additional Information
- FINRA Series 7, FINRA Series 66, Life & Health Insurance Licensed, Notary Public
Timeline
Wealth Management Client Associate
Merrill Lynch
06.2022 - Current
Premier Banker
Wells Fargo
09.2019 - 06.2022
Financial Consultant
Primary Financial
06.2018 - 09.2019
Financial Consultant
AXA Advisors
06.2017 - 06.2018
Bachelor of Science - Finance/ Accounting
Rutgers University