Elijah Focht
Tyler,TX
Summary
Dynamic and results-driven professional with a robust background in financial advising and a passion for leadership and community outreach. Proven track record of managing client relationships and developing strategic comprehensive financial plans. Seeking to leverage extensive experience in finance, management skills, and a commitment to community engagement in a new role that emphasizes broad managerial responsibilities and outreach initiatives. Adept at driving organizational growth, enhancing community relations, and implementing effective management strategies.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
01.2024 - Current
- 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.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Wealth Management Intern and Retail Banker
Southside Bank
02.2020 - 10.2022
- Conducted administrative functions based on guidance from and needs of financial advisory teams.
- Assisted financial planners with research and collecting data.
- Provided administrative support to team of wealth management experts creating advice-based solutions.
- Cross-sold credit cards, loans and other bank products.
Education
Bachelor of Science - Business
University of Texas At Tyler
Tyler, Texas01.2024
Skills
- Client Relationships
- Retirement needs
- Prospecting
- Financial Services
- Insurance sales
- Wealth Management
- Process Improvement
Certification
SIE, Series 6, 63, Life and Health Insurance Producer License
Timeline
Financial Advisor
Northwestern Mutual
01.2024 - Current
Wealth Management Intern and Retail Banker
Southside Bank
02.2020 - 10.2022
Bachelor of Science - Business
University of Texas At Tyler
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