JOSH STIDHAM
Castle Rock,CO
Summary
Successful Financial Planner with over 7 years of experience. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients exceed financial objectives and attain their goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Investment Consultant, Financial Solutions Branch
Charles Schwab
06.2023 - Current
- Developed strong relationships with clients, ensuring trust and confidence in their investment decisions.
- Established and deepened existing client relationships through complex financial planning.
- Educated clients on various asset classes, tax implications, and risk factors associated with different investment products.
Managed Solutions Investment Consultant
Charles Schwab
10.2021 - 05.2023
- Partnered with Clients in accomplishing their stated goals by providing advice on managed and non-managed accounts
- Achieved departmental goals by developing and executing strategic plans to meet performance metrics.
- Provided comprehensive market insights to clients, enabling them to make informed investment choices amid market fluctuations.
Trading Operations
Charles Schwab
01.2020 - 09.2021
- Handled large groups of data while performing Daily BlueSky Position Traded and Sweep functions, making sure our sales data matched day to day
- Built relationships across departments to enhance information distribution and provide a more streamlined experience for external and internal partners
- Worked with Relationship managers and fund companies on providing exceptions for our clients to allow more investment opportunities.
Specialist, Financial Service Professional
Charles Schwab
01.2017 - 10.2020
- Leveraged Technical and Fundamental Analysis to help clients track patterns, find buy and sell opportunities, and evaluate companies
- Top performer in all metrics tracked in my position with a Key Attribute Score of 95% and Contact % consistently above 90
- Employed adaptive analytical and critical thinking skills to provide clients with world class service during weekly system maintenance, when most of Schwab’s systems are in “Host Fall-Back”
91B, U.S. Army Reserves
U.S. Army Reserve Command
01.2011 - 01.2019
- Utilized forward thinking in preparing movement strategies for our 30-person platoon during live-fire exercises
- Efficiently operated our Platoon’s lodging and Physical fitness programs both through tracking and reporting nominal information and through planning and implementing Physical Fitness Training
Education
B.A. - RELIGIOUS STUDIES AND PHILOSOPHY
MARYVILLE COLLEGE
Maryville01.2014
Skills
- Financial planning
- Retirement consulting
- Relationship building
- Strategic planning
- Investment consulting
- Goal planning and attainment
- Risk management
Certification
CFP® Professional
FINRA Series 7, 63, 9, and 10
Timeline
Investment Consultant, Financial Solutions Branch
Charles Schwab
06.2023 - Current
Managed Solutions Investment Consultant
Charles Schwab
10.2021 - 05.2023
Trading Operations
Charles Schwab
01.2020 - 09.2021
Specialist, Financial Service Professional
Charles Schwab
01.2017 - 10.2020
91B, U.S. Army Reserves
U.S. Army Reserve Command
01.2011 - 01.2019
B.A. - RELIGIOUS STUDIES AND PHILOSOPHY
MARYVILLE COLLEGE