Microsoft Applications
Grant Brandhoff
Financial Services
Pearland,TX
Summary
Dynamic financial services professional with experience building a firm from the ground up, streamlining operations, and delivering client-focused solutions. Proven ability to handle both client service and advisory functions, develop investment models, and lead process improvements. Adept at marketing, branding, and team training with a track record of driving efficiency, client satisfaction, and business growth.
Overview
3
3
years of professional experience
3
3
Certification
Work History
Associate Financial Advisor
FourWord Financial and Voya Financial
05.2025 - Current
- Advise clients on financial planning, portfolio strategy, and risk management.
- Develop and implement investment models tailored to client objectives.
- Support and train new members of the team.
- Prospect via marketing campaigns and webinars
- Enhance operational processes and efficiencies firm-wide.
- Manage firm administrative and client service functions to ensure operational efficiency and high service standards.
Client Service Associate
FourWord Financial
05.2023 - 05.2025
- Worked alongside founder to launch the firm, creating processes, structure, investment models, and branding.
- Managed all client service operations including trades, distributions, onboarding, and all other administrative tasks.
- Conducted investment research, prepared quarterly investment committee materials, created investment models.
- Built marketing campaigns, assisted in constructing the firm website, and client-facing resources.
- Trained and helped managed new hires; developed training manuals.
- Supported advisors in financial planning and client meetings.
- Served in this role with the intent to transition into an Associate Financial Advisor position, working one-on-one with the founder—my mentor—on every aspect of the business. We collaborated on all firm operations, business development, marketing, and client service, applying best practices from his prior success managing a top-performing practice.
Business Development Consultant
Talking Cents LLC
08.2022 - 05.2023
- Led website design and online branding strategy.
- Created course outlines and marketing plans
- Structured LLC and developed business plan
Mentorship
LifeBridge Financial
05.2022 - 08.2022
- Shadowed and assisted senior advisor in client meetings, portfolio reviews, and financial planning discussions.
- Learned firm processes by preparing reports, reviewing portfolios, and supporting investment committee activities.
- Assisted with financial planning calculations, portfolio evaluations, and client follow-up tasks.
- Gained hands-on exposure to advisor workflows, investment research, and client service best practices.
Education
BBA - Finance
Texas A&M University–Corpus Christi
College Station, TX12.2023
Skills
- Investment Product Knowledge: mutual funds, ETFs, annuities, retirement plans
- Client Relationship Management & Needs Assessment
- Sales, Prospecting, and Pipeline Management
- Market Research & Financial Analysis
- CRM Software & Microsoft Office (Excel, PowerPoint)
- Effective communication
- Problem Solving & Solution-Oriented Thinking
- Time Management and Organization
Certification
- Securities Industry Essentials (SIE) Exam
- Series 7 – General Securities Representative (FINRA)
- Series 66 – Uniform Combined State Law Examination (FINRA)
- Life & Health Insurance License (Texas)
Software
SalesForce
MoneyGuide Pro
Albridge
Financial Calculators
MorningStar
Timeline
Associate Financial Advisor
FourWord Financial and Voya Financial
05.2025 - Current
Client Service Associate
FourWord Financial
05.2023 - 05.2025
Business Development Consultant
Talking Cents LLC
08.2022 - 05.2023
Mentorship
LifeBridge Financial
05.2022 - 08.2022
BBA - Finance
Texas A&M University–Corpus Christi
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