Jayson Robidoux
Hood River,OR
Summary
An executive recruiter and business owner with a passion for both the financial markets and finding the best talent for the best companies in the ever changing world of financial services.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives.
Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
21
21
years of professional experience
Work History
Owner
Career Solutions, LLC
12.2011 - Current
- Company Overview: We provide consulting to wire house and Investment Advisors around transitions and building effective recruiting strategies
- Over 270 candidate placements, both advisors and high level executives
- Our niche - Advisors who would like to be independent hire our partners to handle transition planning and ongoing support so they can focus on their clients while maintaining 100% ownership of their book
- We also work with advisors and financial service associates who are interested in moving away from the traditional brokerage world and into the new hybrid roles that many of the Nation's top private wealth management companies have recently developed
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Cultivated strong relationships with external partners to foster collaboration and maximize resources.
- Managed day-to-day business operations.
- Trained and motivated employees to perform daily business functions.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
- Assisted in recruiting, hiring and training of team members.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Volunteer Firefighter and Nationally Certified EMT
East County Fire & Rescue
12.2012 - Current
- Administered first aid and conducted emergent response management.
- Improved community safety by conducting fire prevention presentations and distributing educational materials to local schools and organizations.
- Increased public awareness about fire safety through participation in community events and media interviews.
- Expedited emergency response times by maintaining accurate knowledge of local streets, roads, and landmarks.
- Provided swift medical assistance to injured individuals on scene as a certified first responder until paramedics arrived.
- Assisted in reducing property damage during fires with strategic placement of ladders, hoses, and other firefighting equipment.
Investment Counselor
Fisher Investments
02.2004 - 12.2011
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Enhanced client retention rates through proactive portfolio reviews and ongoing relationship management efforts.
- Collaborated with clients to develop customized investment portfolios.
Education
Bachelor of Business Administration (B.B.A.) - Finance
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.) - Finance
San Francisco State University
Skills
- Recruiting
- Wealth Management
- Investment Advisory
- Fire suppression
- Vehicle extrication
Timeline
Volunteer Firefighter and Nationally Certified EMT
East County Fire & Rescue
12.2012 - Current
Owner
Career Solutions, LLC
12.2011 - Current
Investment Counselor
Fisher Investments
02.2004 - 12.2011
Bachelor of Business Administration (B.B.A.) - Finance
San Francisco State University
Bachelor of Business Administration (B.B.A.) - Finance
San Diego State University-California State University
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