Heather Bolster

Raymond James

05.2020 - 11.2025

Established new client relationships by conducting thorough needs assessments during initial consultations.
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Collaborated with team members to streamline processes and improve overall client experience.
Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Facilitated new client onboarding process and investment account setup.
Delivered strategic investment advice for individual and corporate clients.
Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Conducted thorough financial reviews to assess portfolio performance and areas for improvement.
Cultivated long-term relationships with clients, enhancing retention and satisfaction.