Dylan Whitcraft
Financial Planner
Federal Way
Summary
Over 7 years of experience working in financial management and planning. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals. Taken on tasks to help the junior advisors in a capacity similar to a mentor on multiple occasions over the last 6 years and have helped many advisors achieve their own definitions of success.
Overview
23
23
years of professional experience
5
5
years of post-secondary education
Work History
Financial Advisor
Edward Jones
07.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Planner
Capstone Financial
01.2022 - 07.2023
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Developed recommendations specific to client's financial situation on variety of topics.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Coached new advisors on Financial Planning Process
- Recruited one new advisor and helped through licensing and training.
Financial Planner
First Command
10.2017 - 01.2022
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Recommended specific investments to help clients meet financial goals.
- Coached new advisors on best practices including prospecting, information gathering, closing business and building their own practice.
- Recruited Two advisor prospects to leadership
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan
Retail Banker
Woodforest National Bank
10.2015 - 08.2016
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Helped train new bankers as they entered the industry.
Sales Manager
Conveyabull
10.2012 - 06.2015
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Established and cultivated solid business relationships with new or existing customers.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Trained new Sales Associates.
- Increased sales in the first year by 60%.
P&C Insurance Agent
Hobson Insurance
10.2011 - 10.2012
- Learned about the insurance Industry
- Made cold calls to prospective clients to introduce our sales manager
Assistant Store Manger
Lewistown ACE Hardware
09.2001 - 10.2011
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Rotated merchandise and displays to feature new products and promotions.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Education
Bachelor of Science - Business Management
Montana State University - Bozeman
Bozeman, MT 09.2006 - 06.2011
Skills
Financial planning
Investment planning
Insurance decisions
Retirement needs
Investment advice
Flexible and Adaptable
Teamwork and Collaboration
Decision-Making
Timeline
Financial Advisor
Edward Jones
07.2023 - Current
Financial Planner
Capstone Financial
01.2022 - 07.2023
Financial Planner
First Command
10.2017 - 01.2022
Retail Banker
Woodforest National Bank
10.2015 - 08.2016
Sales Manager
Conveyabull
10.2012 - 06.2015
P&C Insurance Agent
Hobson Insurance
10.2011 - 10.2012
Bachelor of Science - Business Management
Montana State University - Bozeman
09.2006 - 06.2011
Assistant Store Manger
Lewistown ACE Hardware
09.2001 - 10.2011