Myles Wadlinger
Mechanicsburg,PA
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Financial Planner
Ufinancial Group
01.2022 - 08.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Business Owner
EBay Inc
12.2012 - 07.2023
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Financial Planner
Northwestern Mutual
08.2021 - 01.2022
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Answered clients' questions about purposes and details of financial plans and strategies.
Certified Nursing Assistant
Vibra Life Senior Living
01.2017 - 06.2018
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
- Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Educated patients and family members on best home care practices for healing and recovery.
Truck Driver
Wilsbach Distributors Inc
08.2016 - 01.2018
- Operated with safety and skill to avoid accidents and delays.
- Demonstrated safe driving by following regulations and safety procedures, resulting in zero accidents.
- Determined quickest and safest routes for delivery by using effective planning and organizational skills.
- Utilized GPS and other navigation tools to plan routes and stay on schedule.
- Inspected truck for defects and safe operating condition before, during and after trips.
Education
MBA - Marketing
Indiana University of Pennsylvania
Indiana, PA05.2021
Skills
- Revenue Benchmarks
- Lead Generation
- Asset Consolidation
- Goals and Performance
- Financial Knowledge
Timeline
Financial Planner
Ufinancial Group
01.2022 - 08.2023
Financial Planner
Northwestern Mutual
08.2021 - 01.2022
Certified Nursing Assistant
Vibra Life Senior Living
01.2017 - 06.2018
Truck Driver
Wilsbach Distributors Inc
08.2016 - 01.2018
Business Owner
EBay Inc
12.2012 - 07.2023
MBA - Marketing
Indiana University of Pennsylvania
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