Michael Riggs
Scottsdale,AZ
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Business Development Consultant
Manulife John Hancock Investments
01.2025 - Current
- Manage and drive the sales of our Mutual Fund, ETF, and 529 business across the Mountain West region
- Partner exclusively with Edward Jones level new-4 financial advisors
- Conduct one-on-one meetings to deliver market updates, value add content, and highlight products
- Host larger group meetings with advisors and/or their clients, virtually and in person
- Construct fee-based and brokerage client portfolios using Portfolio Insight and MorningStar Hypo
Internal Business Consultant
Manulife John Hancock Investments
05.2023 - 12.2024
- Internal wholesaler for the Dallas metro area along with a brief stint in OK and AR.
- Built and maintained relationships with financial advisors to drive sales within our territory.
- Prospected for new Financial Advisor clients through various outreaches such as phone calls, virtual meetings and emails.
- Met with financial advisors on a monthly on quarterly basis to update them on market conditions, trends, fund updates, etc.
- Drove recognition to our corporate story along with awareness of our vast product offerings such as 529s, SMAs, 401K plans, Mutual Funds, ETFs, etc.
- Internal Business Consultant Rookie of the Year for the West Division 2024.
Financial Advisor
TrueView Financial
04.2020 - 03.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created and maintained comprehensive financial plans that analyzed client's investment allocation.
Education
Bachelor of Arts - Finance & Business
Saint Anselm College
Manchester, NH04-2020
Certification
Series 6, 7, 63, & 65
Timeline
Business Development Consultant
Manulife John Hancock Investments
01.2025 - Current
Internal Business Consultant
Manulife John Hancock Investments
05.2023 - 12.2024
Financial Advisor
TrueView Financial
04.2020 - 03.2023
Bachelor of Arts - Finance & Business
Saint Anselm College
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