Harry Hutchins
Wilmington,NC
Summary
Dynamic financial advisor with expertise in investment advice and relationship building, honed at Excite Credit Union. Successfully developed personalized financial plans, achieving optimal portfolio performance. Proven track record in wealth management and retirement planning, leveraging analytical thinking to drive client satisfaction and loyalty.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Excite Credit Union
03.2024 - Current
- Assisted clients in identifying financial goals and developing personalized plans.
- Conducted market research to support investment recommendations and strategies.
- Developed strong relationships with clients by providing timely responses to inquiries and concerns.
- Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
- Learned regulatory compliance requirements to ensure adherence in client interactions.
Financial Advisor
Smart Solutions
02.2019 - 03.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Helped clients make informed decisions about financial future.
Field Operations Manager
Tarheel Basement Systems
06.2018 - 02.2019
- Led cross-functional teams to enhance operational efficiency and streamline processes.
- Monitored team performance to assess training requirements and areas in need of improvement.
- Implemented and maintained high standards of quality in all areas.
Business Owner
Hutch's Dr. Energy Saver
11.2013 - 06.2018
- Developed business strategies to enhance operational efficiency and profitability.
- Consulted with customers to assess needs and propose optimal solutions.
- Delivered exceptional results under tight deadlines by prioritizing tasks effectively and delegating responsibilities appropriately throughout the team.
- Ensured compliance with all relevant regulations by staying current on industry requirements and implementing necessary changes in operations.
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Retirement planning
- Financial advising
- Wealth management
Timeline
Financial Advisor
Excite Credit Union
03.2024 - Current
Financial Advisor
Smart Solutions
02.2019 - 03.2024
Field Operations Manager
Tarheel Basement Systems
06.2018 - 02.2019
Business Owner
Hutch's Dr. Energy Saver
11.2013 - 06.2018
Licenses
Series 6, Series 7, Series 26, Series 63, Series 65
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