Maximilian Gehler
Addison
Summary
Dynamic Financial Advisor with a proven track record of delivering exceptional customer service and achieving client satisfaction. Committed to empowering clients in growing and safeguarding assets through tailored financial planning strategies. Passionate about fostering long-term relationships built on trust and integrity.
Overview
4
4
years of professional experience
Work History
FINANCIAL ADVISOR - PERSONAL ADVISORS
J.P. MORGAN SECURITIES LLC
Plano, TX
09.2024 - Current
- Led comprehensive financial planning sessions, enhancing client understanding of investment opportunities.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Analyzed market trends to provide data-driven insights for clients' financial decisions.
- Led client meetings to discuss portfolio performance and adjust investment strategies.
- Acted in a fiduciary capacity, keeping client best interests at heart.
- Expertise with strategically managed investment portfolios.
FINANCIAL ADVISOR – INVESTMENTS DIRECT
J.P. MORGAN SECURITIES LLC
Plano, TX
10.2022 - 09.2024
- Cultivated and strengthened relationships with Chase Wealth Management clients through comprehensive account reviews and tailored investment guidance.
- Conducted suitability conversations to align client accounts with financial goals, leveraging mutual funds, ETFs, and managed fixed income products.
- Facilitated asset consolidation for clients through strategic account transfers, rollovers, and funding window assessments.
- Resolved supervision inquiries to ensure clients understand investment options and make decisions that serve their best interests.
FINANCIAL PROFESSIONAL
EQUITABLE ADVISORS
Dallas, TX
01.2022 - 08.2022
- VP24 program - This program is designed to take you from an entry level financial advisor to a Vice President leading your own team of advisors through mentorship of senior advisors.
- Developed and implemented strategies for prospecting clients via cold leads, ensuring a detailed approach to asset protection and accumulation.
- Facilitated development of comprehensive financial plans for clients through strategic investment in life insurance and annuities.
Education
Bachelor of Science - Financial Management
ARKANSAS STATE UNIVERSITY
Jonesboro, AR01.2021
Skills
- Series 7, 63, 66
- Investment advice
- Relationship building
- Analytical thinking
- Sales expertise
- Teamwork & Leadership
- Time management
- Problem solving
- Financial Planning concepts
Timeline
FINANCIAL ADVISOR - PERSONAL ADVISORS
J.P. MORGAN SECURITIES LLC
09.2024 - Current
FINANCIAL ADVISOR – INVESTMENTS DIRECT
J.P. MORGAN SECURITIES LLC
10.2022 - 09.2024
FINANCIAL PROFESSIONAL
EQUITABLE ADVISORS
01.2022 - 08.2022
Bachelor of Science - Financial Management
ARKANSAS STATE UNIVERSITY