Elizabeth Hodge
10715 E Tupelo Avenue, Mesa,AZ
Summary
High-achieving and dedicated Investment Consultant with history of success in wealth management and financial planning, now seeking new opportunities to drive sales and growth as a Financial Consultant, working directly with clients to assess risk tolerance and strategize individualized wealth management plans. I possess outstanding relationship-building and problem-solving skills, and am driven to exceed expectations and am able to operate effectively in fast-paced, high-pressure environments. I strive to prioritize company objectives to secure client satisfaction and loyalty.
Overview
9
9
years of professional experience
Work History
Investment Consultant
Charles Schwab
08.2021 - Current
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions via needs-based analysis, and positioning of appropriate products and solutions.
- Supported the success of the Branch by identifying and referring additional opportunities to Financial Consultants.
- Served client financial and retirement goals and priorities by running and reviewing financial and retirement plans.
- Provided direct client support, via advice and counsel, including investment management, educational planning, and retirement planning, based on client needs and asset availability.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Consulted with clients to assess and meet short- and long-term financial goals.
Client Relationship Specialist
Charles Schwab
01.2019 - 08.2021
- Directly supported success of Branch by generating deep conversations with clients to build relationships and uncover opportunities for supporting client investment priorities and goals.
- Provided direct guidance and support to clients to use Schwab's digital applications.
- Consistently strived to provide excellent service and attention to customers when face-to-face or through phone conversations.
Broker Service Representative
Charles Schwab
12.2017 - 01.2019
- Maintained and expanded Schwab's outstanding reputation among client's by consistently providing a full spectrum of services driven by client phone inquiries, providing timely, high-quality responses with accurate and appropriate information.
- Built collaborative and effective relationship with other Team members, contributing positive energy and problem-solving skills.
East Region Manager
Fractured Prune Company
09.2015 - 12.2017
- Supervised the daily operations of two store sites, ensuring compliance with prescribed policies and practices, safety, sanitation, product preparation, food costs and merchandizing.
- Ensured staffing aligned with coverage needs and cost-effective to company. Provided staff training and addressed employee performance, quarterly reviews, disciplinary action, and, when necessary, termination of store staff.
Education
General Studies
Pima Community College
Tucson, AZLicenses -
Professional Preparation
Awards -
Charles Schwab 2023 Founder’s Award
Skills
- Analytical and Detail Oriented
- Advising on Investments
- Asset Allocation
- Building Effective Relationships
- Cash Flow analysis
- Charitable Giving
- Developing financial plans
- Excellent organization and communication skills
- Face to face consultations
- Financial Planning/Plan Development
- Insurance Strategies
- Performance Analysis
- Planning for retirement
- Presentation Skills
- Suitability Knowledge
- Tax Planning
- Telephone/Video Conference Skills
- Trust Estate Planning
- Uncompromising work ethic
Timeline
Investment Consultant
Charles Schwab
08.2021 - Current
Client Relationship Specialist
Charles Schwab
01.2019 - 08.2021
Broker Service Representative
Charles Schwab
12.2017 - 01.2019
East Region Manager
Fractured Prune Company
09.2015 - 12.2017
General Studies
Pima Community College
Licenses -
Professional Preparation
Awards -
Charles Schwab 2023 Founder’s Award
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