Jason Walters
Tampa,FL
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor/ Wealth Advisor
Truist Investment Services Inc. / BB&T Wealth
10.2013 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Created referral network in various business units of firm to generate high net worth leads from Commercial, Insurance, Retail, and Credit.
- Co-Manage 140 households with 380 mm of assets.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
Finance Manager
Mabry Automotive Group
09.2011 - 09.2013
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Reviewed documentation and identified financial discrepancies where applicable.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Financial Advisor
American Classic Agency
04.2010 - 09.2013
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Integrated advanced insurance strategies to compliment investment portfolios in order to develop a holistic retirement plan for high net worth clients.
Financial Advisor / Small Business Advisor
Wells Fargo Advisors / Wachovia Securities
04.2006 - 04.2010
- Met with small business owners to discuss organizations, what each hoped to achieve and what products and services would be offered.
- Delivered extensive knowledge of federal and state tax laws and regulations to small businesses.
- Provided leadership coaching to small business owners, enabling each to find daily motivation, solve problems, and make effective decisions.
- Developed holistic retirement plans and portfolio management strategies for high net worth clients and business owners.
Education
Bachelor of Science - Business Administration
Liberty University
Lynchburg, VA05.2006
Skills
- High Net Worth Individuals Marketing
- Industry Research
- Funding Education
- Sales Expertise
Certification
Series 7
Series 66
Life, Health, Variable Annuity
Long Term Care Certified
Timeline
Financial Advisor/ Wealth Advisor
Truist Investment Services Inc. / BB&T Wealth
10.2013 - Current
Finance Manager
Mabry Automotive Group
09.2011 - 09.2013
Financial Advisor
American Classic Agency
04.2010 - 09.2013
Financial Advisor / Small Business Advisor
Wells Fargo Advisors / Wachovia Securities
04.2006 - 04.2010
Bachelor of Science - Business Administration
Liberty University
Series 7
Series 66
Life, Health, Variable Annuity
Long Term Care Certified
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