Summary
Overview
Work History
Skills
Affiliations
Timeline
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MATTHEW BOND, CRPC®

Alpharetta,GA

Summary

Proven leader in financial services with a track record of driving sales growth and expanding investment footprints. Expert in relationship-based sales and adept in retirement planning, I excel in leveraging competitor trends to exceed goals. Skilled in designing client service processes and proficient in phone-based sales, consistently achieving results through strategic planning and team mentorship.

Overview

10
10
years of professional experience

Work History

Senior Financial Advisor

Empower
04.2024 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Exceeded all production targets for new advisors
  • Mentored and coached new and existing advisors to enhance team performance
  • Participated in Top-Producer panels to guide new-hires in building successful practices

Vice President - Inside Sales

Fisher Investments
01.2021 - 12.2023
  • Maintain high volume of outbound calls to drive results through full sales cycle
  • Educate prospective clients on competitive financial landscape
  • Review personal financial information and provide investment solutions

Vice President - Private Client Advisor

JP Morgan Chase & Co.
06.2019 - 12.2020
  • Lead multiple branches as sole advisor in growing investment footprint
  • Provided sales coaching and training to bankers in an effort to increase referral pipeline
  • Mentored new employees on practice management, sales technique and call strategy

Financial Consultant

E*TRADE FINANCIAL
06.2016 - 06.2019
  • Cultivated current and prospective client relationships & identified opportunities to expand those relationships
  • Collected client information, analyzed and evaluated a client's circumstance, identified investment objectives & made investment recommendations through a personalized financial planning process
  • Handled rejection on daily basis without loss of morale or efficiency

Client Service Associate

Morgan Stanley
10.2014 - 06.2016
  • Created and implemented process for efficient opening and onboarding of client accounts, streamlining ability to service broad range of client needs

Skills

  • Mentorship
  • Relationship-based Sales
  • Retirement Planning
  • Design of Client Service Processes
  • Competitor Trends
  • Phone based Sales

Affiliations

  • Member of The Coastal Conservation Association
  • Chase Culture Champion
  • Volunteer work with Camp O-At-Ka and Lifeline Animal Shelter
  • Represented E*Trade and Chase at all regional benefits fairs and education events
  • Experience Managing teams as a lifeguard manager and camp counselor

Timeline

Senior Financial Advisor

Empower
04.2024 - Current

Vice President - Inside Sales

Fisher Investments
01.2021 - 12.2023

Vice President - Private Client Advisor

JP Morgan Chase & Co.
06.2019 - 12.2020

Financial Consultant

E*TRADE FINANCIAL
06.2016 - 06.2019

Client Service Associate

Morgan Stanley
10.2014 - 06.2016

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MATTHEW BOND, CRPC®