Joshua Hoag
Litchfield Park,AZ
Summary
Professional wealth management expert with strong record in guiding clients to achieve financial goals. Skilled in investment strategies, portfolio management, and financial planning. Known for fostering teamwork, adapting to evolving client needs, and consistently delivering results. Reliable, analytical, and client-focused, with deep understanding of market trends and regulatory requirements.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Private Wealth Advisor
Silverhawk Private Wealth
04.2024 - 09.2025
- Led comprehensive financial planning sessions, aligning client assets with long-term objectives and risk tolerance.
- Collaborated with legal and tax professionals to develop holistic solutions for complex estate planning needs.
- Implemented technology solutions for improved client interaction, driving enhanced communication and satisfaction levels.
- Actively participated in industry conferences and networking events, staying current on best practices and expanding professional connections.
- Assisted clients in estate planning matters, collaborating with legal advisors to create comprehensive plans focused on wealth preservation and transfer.
Financial Advisor
Edward Jones
05.2023 - 04.2024
- Developed personalized financial plans to meet client goals and objectives.
- Analyzed market trends to provide informed investment recommendations.
- Educated clients on various financial products and strategies for wealth management.
- Cultivated long-term relationships with clients through regular communication and follow-ups.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
Private Client Advisor
J.P. Morgan Chase Bank
04.2016 - 05.2023
- Developed customized financial strategies to enhance client portfolios and meet individual investment goals.
- Cultivated strong relationships with high-net-worth clients, ensuring personalized service and satisfaction.
- Spearheaded initiatives to streamline client onboarding processes, improving efficiency and client experience.
- Coordinated with external professionals such as CPAs and attorneys to develop comprehensive wealth management plans for clients.
Private Client Banker
J.P. Morgan Chase Bank
04.2016 - 01.2018
- Cultivated strong client relationships through personalized financial advice and tailored banking solutions.
- Analyzed clients' financial needs to recommend appropriate products and services, enhancing customer satisfaction.
- Managed complex client portfolios, ensuring effective risk management and strategic asset allocation.
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
Executive Pastor
The Movement Church
04.2013 - 05.2015
- Led strategic planning initiatives to align church mission with community outreach programs.
- Oversaw operational processes, ensuring efficient resource allocation and management across departments.
- Mentored pastoral staff, fostering professional development and enhancing team performance.
- Implemented best practices in financial stewardship, promoting accountability within ministry budgets.
- Developed training programs for volunteers, improving engagement and service delivery within ministries.
Associate Pastor
The Bridge Foursquare Church
02.2007 - 03.2013
- Developed and implemented community outreach programs to enhance congregational engagement.
- Mentored and trained volunteer leaders, fostering spiritual growth and leadership skills.
- Oversaw budget management for various ministries, ensuring alignment with organizational goals and values.
- Facilitated small group discussions, encouraging participation and deepening members' understanding of faith principles.
- Organized special events that promoted fellowship, outreach, and service within the community.
- Provided pastoral care through counseling sessions, supporting individuals in their spiritual journeys and personal challenges.
Premier Banker
BANK OF AMERICA
02.2003 - 01.2007
- Have full product knowledge to service high net worth client’s complete portfolio.
- Self led. Created and maintained my own schedule with integrity.
- Work with a team of experts to maintain customer satisfaction.
- Promote my services at expo, college, and corporate events.
- Sell Bank products to ensure multiple connection points to deepen customer relationship.
- Youngest Premier Banker in my division.
- Promoted 5 times in 5 years.
- Consistently up-sold to maximize client’s exposure within company.
- Top producer in acquiring new clients with high net worth.
Retail Sales Supervisor
THE GAP
07.1999 - 08.2001
- Maintained company profitability by forecasting sales and modifying payroll hours to suit store needs.
- Identified and solved customer issues through direct, in person, customer contact.
- Led team of sales associates to meet sales goals.
- Multitasked managing employees, selling merchandise, and training supervisors.
- Promoted to supervisor in first year of employment.
- Successfully managed four different stores at various times over three years.
- Trained team-members in product knowledge, closing sales, and up-selling merchandise.
Education
B.A. - Theology
Life Pacific College
San Dimas, CA12.2004
Skills
- Relationship building and management
- Client relations
- Banking
- Cash flow analysis
- Insurance planning
- Portfolio management
- Financial planning
- Alternative investments
- Estate planning
- Trust services
Certification
- Licensed Investment Representative - Series 6, 7, 63, and 66.
Languages
English
Full Professional
Timeline
Private Wealth Advisor
Silverhawk Private Wealth
04.2024 - 09.2025
Financial Advisor
Edward Jones
05.2023 - 04.2024
Private Client Advisor
J.P. Morgan Chase Bank
04.2016 - 05.2023
Private Client Banker
J.P. Morgan Chase Bank
04.2016 - 01.2018
Executive Pastor
The Movement Church
04.2013 - 05.2015
Associate Pastor
The Bridge Foursquare Church
02.2007 - 03.2013
Premier Banker
BANK OF AMERICA
02.2003 - 01.2007
Retail Sales Supervisor
THE GAP
07.1999 - 08.2001
B.A. - Theology
Life Pacific College