Juan M. Preciado
Financial Advisor
Andover,Minnesota
Summary
Highly motivated Financial Advisor educates clients on Investment Processes, Tax-Efficient Income Draw-Down Strategies, and Estate Planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
11
11
years of professional experience
3
3
Certificates
2
2
Languages
Skills
Relationship Building and Management
Insurance and Annuity decisions
Wealth Management & Retirement planning
Goal-based planning tools
Banking
Compliance Friendly
Tax Law
Technology
Certification
Series 7
Work History
Financial Advisor
Arvest Wealth Management
Fort Smith, Arkansas
01.2017 - Current
- Interviewed HNW clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Servicing 40MM AUM under fiduciary standards. Projected to increase revenue by 43% between 2022 to year-end 2023.
- Cultivated and strengthened relationships within our team, new clients, and external Centers of Influence such as Estate Planning Attorneys and CPA's.
Insurance Counselor
Arvest Bank Group Inc.
Fort Smith, Arkansas
01.2015 - 01.2017
- Establish contact with 20 prospects per day to set a minimum of 10 meetings per week
- Customized insurance programs to suit individual customers by explaining disadvantages and advantages of various policies.
- Assist customers in meeting financial goals including Retirement Income, Wealth Transfer, and Income Replacement.
Senior Financial Sales Representative
Arvest Bank Group Inc.
Fort Smith, Arkansas
01.2013 - 01.2015
- Prospected for new customers in target areas or demographics to bring in new business.
- Act in full capacity as a personal banker including processing routine transactions, selling all bank products and assisting with other service needs
Contact Center Representative
Arvest Bank Group Inc.
Fort Smith, Arkansas
06.2012 - 07.2013
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Timeline
Series 7
01-2017
Series 66
01-2017
Financial Advisor
Arvest Wealth Management
01.2017 - Current
Insurance Counselor
Arvest Bank Group Inc.
01.2015 - 01.2017
Life and Health License
12-2014
Senior Financial Sales Representative
Arvest Bank Group Inc.
01.2013 - 01.2015
Contact Center Representative
Arvest Bank Group Inc.
06.2012 - 07.2013
High School Diploma -
Maranatha Christian Academy
07.2006 - 07.2006
Education
High School Diploma -
Maranatha Christian Academy
Brooklyn Park 07.2006 - 07.2006