Ethan Smith
Bella Vista,AR
Summary
Current and previous roles established communication skills that provide exceptional client support services. Talented at building relationships and establishing levels of trust amidst varying age groups and backgrounds. Experience maintaining and cultivating new relationships through genuine connection and quality products and services. Ability to adapt to new environments, selling strategics, and personal and company goals.
Overview
3
3
years of professional experience
Work History
Client Advisor
Arvest Wealth Management
01.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with over 100 clients to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Routinely sought new business opportunities.
Branch Office Administrator
Edward Jones
10.2021 - 12.2021
- Assisted financial advisor in servicing and maintaining accounts and developed relationships with new and existing clients.
- Composed professional business correspondence, emails, meetings notes and other documents.
- Maintained scheduling for financial advisor to ensure proper time management.
Ascent Leadership Director
Chick-fil-A
05.2020 - 05.2021
- Created, implemented and maintained training plans and schedules using internal and contracted resources.
- Established metrics and organization methods for training and team check-in sessions.
- Assisted leadership teams with building shared beliefs and attitudes across organizational structures.
Education
BBA - Business Management
Ouachita Baptist University
Arkadelphia, AR05.2020
Skills
- Relationship Building
- Communication
- High Performance & Leadership
- Consultative Selling & Prospecting
Timeline
Client Advisor
Arvest Wealth Management
01.2022 - Current
Branch Office Administrator
Edward Jones
10.2021 - 12.2021
Ascent Leadership Director
Chick-fil-A
05.2020 - 05.2021
BBA - Business Management
Ouachita Baptist University
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