Paul Wilson
Chandler,United States
Summary
Licensed financial professional with a determined work-ethic; adept in understanding client needs and tailoring optimal solutions. Persistent salesperson enthusiastic about promoting company offerings to enhance business growth. Seeking a competitive position with a growth-oriented company.
Overview
8
8
years of professional experience
Work History
Senior Investment Professional
J.P. Morgan Wealth Management
Tempe , AZ
2023.10 - Current
- Assisted advisors with more complex inquiries related to retirement accounts, onboarding, and higher-volume trade requests
- Assisted advisors in servicing managed accounts including strategy/investment changes and requests to the portfolio manager to make program adjustments
Investment Professional
J.P. Morgan Wealth Management
Tempe , AZ
2022.10 - 2023.10
- Assisted both clients and advisors in servicing brokerage accounts regarding inquiries related to asset and/or money movement, trading, account maintenance, etc.
- Among the first team of professionals to pilot the hybrid role of client and advisor service across all sites within the department
- Coached other professionals as they graduated and developed into various roles or skillsets
Client Service Representative
Robinhood Markets
Tempe , AZ
2021.04 - 2022.07
- Assisted clients with Advanced Brokerage operations; answered inquires related to equities and options trading, providing educaton as necessary
- Fielded client inquires through both email and phone channels for the duration of their particular service need
Client Service Representative
Charles Schwab & Co., Inc.
Phoenix , AZ
2020.09 - 2021.04
- Delivered high level of service to clients through a variety of account solutions
- Provided education on best practices with navigating different investment products and solutions to suit their individual needs
- Researched issues on behalf of clients to quickly and effectively provide the optimal resolution for their brokerage account
Team Financial Advisor
Morgan Stanley
Gilbert , AZ
2019.06 - 2020.07
- Assisted clients with planning for and funding retirement, education, and personal wealth goals utilizing tailored investment strategies
- Solicited asset consolidation to expand AUM (assets under management) along with solicitation of suitable investment products within client portfolios
- Counseled clients on portfolio risk management by leveraging market insights and professional expertise to support informed decision-making
- Provided investment recommendations to clients with suitability in regards to their given risk tolerance, time horizon, and objectives
- Performed cash management and various back-office operations
Lead Operator
List-Logix Professional Real Estate Marketing
Chandler , AZ
2016.04 - 2016.12
- Facilitated operations; professional Real-Estate multi-media (HDR photography, full-home virtual tours, videography, and aerial photography)
- Reduced and controlled expenses by facilitating maximum efficiency of standard procedures; individually scripted the Standard Operating Procedure
- Initiated program that standardized employee training
Education
Bachelor of Science - Finance and Economics
Grand Canyon University
2018
Skills
- FINRA licensed: Series 7 and 66 CRD#7110342
- Extensive sales experience within a variety of fields including: Retail, Real Estate, and Financial Services
- Exceptional language and literature composition; ability to communicate and network appropriately for any circumstance
- Ability to problem solve utilizing variance and risk analytics
Timeline
Senior Investment Professional
J.P. Morgan Wealth Management
2023.10 - Current
Investment Professional
J.P. Morgan Wealth Management
2022.10 - 2023.10
Client Service Representative
Robinhood Markets
2021.04 - 2022.07
Client Service Representative
Charles Schwab & Co., Inc.
2020.09 - 2021.04
Team Financial Advisor
Morgan Stanley
2019.06 - 2020.07
Lead Operator
List-Logix Professional Real Estate Marketing
2016.04 - 2016.12
Bachelor of Science - Finance and Economics
Grand Canyon University
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