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Michael J. Carrico
Senior Wealth Advisor
Colorado Springs,CO
Summary
Experienced financial professional with a passion for financial acumen and exceptional interpersonal skills. Over 11 years of experience in the financial services industry. Excellent reputation for coachability, problem resolution and client relationship management.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Senior Wealth Advisor
Empower
Colorado Springs, CO
01.2022 - Current
- Guide clients through understanding their current financial situation by leveraging active listening and a consultative conversation model.
- Discuss clients' assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Educate clients on financial planning principals and the value of comprehensive financial planning and investment advisory services.
- Expand retail client relationships through consolidation leveraging relationship-based sales.
Senior Financial Consultant
T. Rowe Price
Colorado Springs, CO
02.2016 - 01.2022
- Guided clients to understanding their current financial position through active listening and consultative conversation model.
- Leveraged relationship-based sales to expand retail client relationships through consolidation of assets.
- Communicated high level investment and financial concepts to retail investors and plan participants in easy to understand language.
- Educated clients on financial planning services, investment advisory services, Mutual Funds and ETFs.
- Presented and helped implement investment recommendations.
- Significant experience with a wide variety of qualified and non-qualified retirement plans and retail investment accounts.
- Multiple promotions during tenure
Personal Banker
FirstBank
Colorado Springs, CO
10.2011 - 02.2016
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with establishing and closing accounts and signing up for new services.
- Reviewed legal documents for the purposes of establishing trust accounts, powers of attorney and notary duties.
Teller / New Accounts Representative
Hawaii Schools FCU
Honolulu, HI
03.2011 - 09.2011
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
Education
Bachelor of Arts - Economics
Colorado State University
Fort Collins, CO 09.2005 - 05.2010
Skills
Retirement planning
undefinedCertification
CERTIFIED FINANCIAL PLANNER™
Software
Salesforce
MoneyGuidePro
Timeline
Senior Wealth Advisor
Empower
01.2022 - Current
Senior Financial Consultant
T. Rowe Price
02.2016 - 01.2022
Personal Banker
FirstBank
10.2011 - 02.2016
Teller / New Accounts Representative
Hawaii Schools FCU
03.2011 - 09.2011
Bachelor of Arts - Economics
Colorado State University
09.2005 - 05.2010
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