Hunter Metry
Omaha,NE
Summary
Experienced in the financial services industry, consistently built and maintained strong relationships with financial advisors and clients to ensure exceptional service. Keen focus on organization and genuine passion for hard work, possessing the skills, knowledge, and dedication necessary to contribute to the accomplishment of company objectives.
Overview
11
11
years of professional experience
Work History
Subject Matter Expert
Orion
05.2024 - Current
- Assisted Financial Advisors create and manage client reporting materials such as statements and performance summaries.
- Mentored junior team members, contributing to their professional growth and development.
- Established best practices for knowledge sharing, fostering a culture of continuous learning and improvement.
- Streamlined processes to increase efficiency, enabling teams to complete tasks ahead of schedule.
Financial Services Specialist
Advisor Group
01.2023 - 05.2024
- Boosted team performance by providing ongoing training, fostering collaboration, and setting clear expectations for success.
- Conducted detailed competitor analysis to identify industry best practices, driving continuous improvement initiatives across the organization.
- Established strong rapport with Advisors and clients by consistently delivering exceptional service and demonstrating a deep understanding of their financial needs.
Financial Services Representative
TD Ameritrade
12.2020 - 01.2023
- Educated clients on diverse security types and functions
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Car Sales Executive
INFINITI
01.2020 - 12.2020
- Negotiated price agreements with customers and sales management
- Addressed customer concerns promptly and professionally, resolving issues to the satisfaction of both parties whenever possible.
- Utilized CRM software to maintain accurate records of client interactions, preferences, and follow-up activities.
District Sales Manager
OSL
03.2018 - 11.2019
- Oversaw sales operations, ensuring optimal business development
- Improved team performance by providing regular coaching, training, and mentoring to sales representatives.
- Collaborated closely with other district managers to share best practices, learnings, and drive overall success of the organization.
Assistant Manager
Jet Mobile
09.2017 - 03.2018
- Maximized success and developed specific account strategies in collaboration with management
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
Personal Trainer
Genesis Health Clubs
08.2016 - 11.2017
- Maintained files detailing personal fitness regimens, records and contracts in newly-implemented system to keep all client information current
- Educated clients on proper exercise techniques, reducing risk of injury during workouts.
- Motivated clients to stay on track with fitness goals with positive and friendly approach.
Assistant Manager/Store Manager
GNC
08.2016 - 09.2017
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Assisted with hiring, training and mentoring new staff members.
Service Representative
24 Hour Fitness
08.2013 - 11.2016
- Updated accounts with recent information and processed customer payments
- Maintained productivity and quality standards at all times.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
FINRA - Securities Industry Essentials License
10.2021
Diploma -
Omaha Central High School
Omaha, NE01.2013
Skills
- Team management
- Financial Services
- Client education
- Cash Flow Management
- Strategic planning
- Customer Relationship Building
- Regulatory Compliance
- Account Maintenance
Timeline
Subject Matter Expert
Orion
05.2024 - Current
Financial Services Specialist
Advisor Group
01.2023 - 05.2024
Financial Services Representative
TD Ameritrade
12.2020 - 01.2023
Car Sales Executive
INFINITI
01.2020 - 12.2020
District Sales Manager
OSL
03.2018 - 11.2019
Assistant Manager
Jet Mobile
09.2017 - 03.2018
Personal Trainer
Genesis Health Clubs
08.2016 - 11.2017
Assistant Manager/Store Manager
GNC
08.2016 - 09.2017
Service Representative
24 Hour Fitness
08.2013 - 11.2016
FINRA - Securities Industry Essentials License
Diploma -
Omaha Central High School
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