Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

John Landers

Westlake,OH

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment strategy.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Financial Advisor

Prudential Advisors
Westlake, OH
10.2021 - Current
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term relationships.

Financial Advisor

First Federal Lakewood
Lakewood, OH
11.2013 - 10.2021
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Expanded customer base through community outreach and strategic business partnerships.

Investment Services Advisor

PNC Investments
Cleveland, OH
05.2011 - 11.2013
  • Spoke with approximately 50 clients per day to assist with existing investment accounts and establish new accounts
  • Pursued leads, set appointments and brought in new customers to increase revenue.
  • Educated/assisted prospective clients to ascertain financial goals and provide recommendations on investment solutions.

Participant Services Representative

Charles Schwab
Richfield, OH
06.2008 - 04.2011
  • Consult with participants in retirement plans to identify needs and offer solutions
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Responded to 401(k) inquiries from employees relating to enrollments, plan changes and contribution amounts.

Education

Bachelor of Arts - Finance

Cleveland State University
Cleveland, OH
05.2008

Skills

  • Investment planning
  • Financial planning
  • Retirement planning
  • Wealth Management
  • Relationship building and management
  • Goal-based planning tools
  • Investment analysis

Certification

  • Certified Retirement Counselor
  • Series 7
  • Series 66
  • Ohio Life, Accident, Health, & Variable

Accomplishments

  • Increased assets under management by $40 million during career at First Federal Lakewood
  • Multiple time President's Club qualifier (First Federal Lakewood)
  • Achieved record level of annuity production from 2018 through 2019
  • Provided ongoing education to internal business partners regarding various investment/insurance topics

Timeline

Financial Advisor

Prudential Advisors
10.2021 - Current

Financial Advisor

First Federal Lakewood
11.2013 - 10.2021

Investment Services Advisor

PNC Investments
05.2011 - 11.2013

Participant Services Representative

Charles Schwab
06.2008 - 04.2011

Bachelor of Arts - Finance

Cleveland State University

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John Landers