Gus Cohen
Portland,OR
Summary
Motivated Financial Advisor with experience educating clients on financial products, services, and investment strategies. Proven track record helping clients meet financial goals through comprehensive planning and effective portfolio management. Experience working as an individual advisor and as part of an elite wealth management team. Strong passion for helping each client pursue their unique vision of financial success.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Merrill Lynch Wealth Management
08.2019 - Current
- Built book of business through making 500 cold calls per week, leveraging personal network for referrals, and actively partnering with one individual senior advisor and two different wealth management teams.
- Currently managing book of business with 99 households, $15M of AUM and $26M of total assets.
- Met with clients to review and discuss their unique financial situations, investment strategies and goals to devise personalized financial plans.
- Established personal rapport with clients to strengthen relationships and drive referrals.
- Educated clients on various financial matters and provided suitable recommendations based on each clients' individual needs.
- Created effective processes and procedures for client meetings, services, onboarding, and acquisition.
- Received extensive financial planning training from skilled Certified Financial Planner.
- Successfully managed personal book of business while fulfilling responsibilities as client relationship manager and financial planning specialist on elite wealth management team.
- Gained extensive knowledge of financial products, services, rules, and regulations.
Financial Representative
Northwestern Mutual
05.2019 - 08.2019
- Provided financial planning services with emphasis on insurance products.
- Made over 40 sales calls per day on average
- Partnered with two senior advisors for training and growth opportunities
Relationship Banker
First Interstate Bank
04.2017 - 04.2019
- Cultivated strong client relationships by providing tailored advice and services.
- Developed thorough knowledge of bank products and services.
- Consistently exceeded quarterly consumer lending goals by 25-50% on average.
- Provided clients with comprehensive credit, debt, and cash management solutions and advice.
Skills
- Financial Planning
- Portfolio & Risk Management
- Client Relationship Management
- Business Development
- Communication
- Salesmanship
- Public Speaking
- Problem Solving
Professional Licenses
- Series 7
- Series 66
- Life & Health Insurance Producer
Timeline
Financial Advisor
Merrill Lynch Wealth Management
08.2019 - Current
Financial Representative
Northwestern Mutual
05.2019 - 08.2019
Relationship Banker
First Interstate Bank
04.2017 - 04.2019