Joshua Anderson
Fort Mill,SC
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Dully Registered Advisor/Financial Planner
LPL Financial
03.2022 - Current
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help improve processes allowing business to function smoothly.
- Produced detailed reports outlining key issues and proposed solutions.
- Provided guidance on marketing and sales strategies to help clients reach new customers and increase revenue.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Financial Planner
Stratos Wealth Partners
03.2021 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Presented financial plans and investment recommendations to clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Created financial models to analyze and evaluate investment strategies.
- Updated clients on changes in tax laws and other regulations affecting investments.
Investment Advisor Representative
Prosperity Capital Advisors
02.2020 - 03.2021
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Developed recommendations specific to client's financial situation on a variety of topics.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Presented financial plans to clients, developed investment recommendations, and helped clients make informed decisions about financial future.
- Created financial models to analyze and evaluate investment strategies.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
Senior Vice President
CLP Financial
01.2017 - 03.2021
- Drove corporate revenue by creating strategies that fit perfectly with company's vision and mission.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Networked with customers, prospects and partners at conferences.
- Identified opportunities to improve business process flows and productivity.
- Directed market expansions to propel business forward, meet changing customer needs.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Initiated strategy to drive company growth and increase market share and profitability.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Developed initiative that increased financial planning gross revenue over two thousand percent.
- Trained new and existing financial advisors. key strategic partners, and support staff on collaborative business growth through marketing strategies and initiatives.
Paraplanner/Retirement Services Representative
CLP Financial
07.2012 - 01.2017
- Modeled financial data for staff and customer use.
- Put together detailed insurance plans and retirement analysis for lead advisor and customers.
- Completed research into complex financial topics.
- Increased company revenue in annuity & insurance sales.
- Prepared for meetings by gathering materials, reports and presentations.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in retirement and insurance planning.
- Networked with local community and businesses to promote financial services.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Worked effectively in fast-paced environments.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
- Proved successful working within tight deadlines and a fast-paced environment.
- Strengthened communication skills through regular interactions with others.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Identified issues, analyzed information and provided solutions to problems.
- Cultivated interpersonal skills by building positive relationships with others.
Education
Bachelor of Science - Accounting
Norfolk State University
Norfolk, VA12.2009
Skills
- Presentations and Public Speaking
- Financial Planning
- Investment Consulting & Planning
- Stock Market Expertise & Understanding
- Retirement Planning
- Risk Management
- Pipeline Management
- Client Relations
- Investment & Insurance Sales
- Verbal and Written Communication
- Analytical Thinking
- Employee Motivation
Certification
- Accredited Investment Fiduciary
- FINRA Series 7
- NASAA Series 63
- NASAA Series 65
- Life, Health, & Annuities
Affiliations
- Association of Africa American Financial Advisors (Quad A)
- National African American Insurance Association (NAAIA)
- Association of Black Estate Planning Professionals (ABEPP)
Timeline
Dully Registered Advisor/Financial Planner
LPL Financial
03.2022 - Current
Financial Planner
Stratos Wealth Partners
03.2021 - Current
Investment Advisor Representative
Prosperity Capital Advisors
02.2020 - 03.2021
Senior Vice President
CLP Financial
01.2017 - 03.2021
Paraplanner/Retirement Services Representative
CLP Financial
07.2012 - 01.2017
Bachelor of Science - Accounting
Norfolk State University
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