Joshua Schweiger ABFP, CRPC, CRPS, AAMS
Chattanooga,TN
Summary
Financial Services and business executive with a humble yet driven approach, dedicated to thought leadership and creating success through others. With time tested results and a hunger for continued learning. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and championing change. Great focus on building lasting relationships across all demographics and management levels.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Region Recruiting Director/Leader
Edward Jones Investments
Chattanooga, TN
11.2022 - Current
- Developed and created a defined strategy for Experienced Advisor recruiting in the south-central part of the company, resulting in 2 advisor/practice acquisitions and first in territory history for the company. Resulting in 90M new assets.
- Effectively exceeded expectations for region growth for the first time in 5 years.
- Developed and implemented comprehensive strategies to improve recruiting processes and organizational efficiency.
- Conducted regular meetings with team heads to review progress on strategic initiatives.
Financial Advisor, Limited Partner
Edward Jones Investments
Chattanooga, TN
11.2018 - Current
- Developed and Created a Successful Practice dedicated to affluent clientele with complex financial planning strategies.
- Current practice resulted in approximately 150 families with combined assets under management of 100M
- Create comprehensive financial plans and strategies tailored to clients' individual needs.
- Facilitate client meetings to discuss portfolio performance and suggest modifications as needed.
- Identify new business opportunities through strategic business planning.
Firm Strategy Panelist
Edward Jones Investments
Chattanooga, TN
12.2019 - 03.2024
- Led and conducted two classes of Developing Leader Program graduates for the Home Office. These are individuals with approximately over 50M in AUM or 400K in production, and they are upcoming management opportunities to run regions. Effectively coordinated, scheduled location, budget, and market leadership across a combined 8 states and Canada.
- Acted as a field advocate for branch development and leadership. Hosted a company-wide interview and coaching program on internal development opportunities. This resulted in a changed branch structure and career pathways for our administrators.
- Thought leadership and strategy, from navigating and creating high net worth offerings to working closely with key operations leadership, help expedite web capabilities during the pandemic.
Field Performance Leader- New Advisor-PML4
Edward Jones Investments
Chattanooga, TN
11.2021 - 11.2022
- Conducted and engaged in regular meetings with approximately 34 advisors, with an AUM of 1.3B and production of 3M.
- Hosted and established monthly training events and partnerships with senior advisors for mentoring.
- Resulted in exceeded asset growth and production results and 90% retention during duration.
Field Performance Leader-New Advisors
Edward Jones Investments
Chattanooga, TN
03.2020 - 11.2021
- Engaged in coaching and development of 19 Financial Advisors through the Pandemic in 2020. Total AUM of the 19 advisors was 475M and approximately $760,000 in production.
- Through regular coaching meetings and documented strategy planning. Fifteen of the 19 advisors moved into new, higher production levels within the firm.
- Retention rate was 100% for these advisors during the time in this role, and average new asset growth was $8.9M per advisor for the time.
Insurance Consultant and Field Manager
CNO Financial
Chattanooga, TN
09.2017 - 11.2019
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Attended conferences and seminars related to the industry in order to stay abreast of developments.
- Developed and implemented marketing plans to increase client base. Top 5 Producer in Territory and led a team of 6.
Education
Bachelor of Science - Business Administration
University of The Cumberlands
Williamsburg, KYCFP Certification Program -
The University of Tennessee - Knoxville
Knoxville, TNSome College (No Degree) - Course Certification in Business Analytics
University of Pennsylvania
Philadelphia, PASome College (No Degree) - Course Certification in Family Financial Planning
University of Florida
Gainesville, FLAccomplishments
- CityScope Magazine 30 most influential business leaders in Chattanooga
- Cityscope Magazine Top Financial Advisor
- 2023 Edward Jones Century Award
- 2022 Edward Jones Soar to Success Award
- 2020 Zeke Mcintyre Pioneer Award
Certification
- Accredited Behavioral Finance Professional
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist
- Accredited Asset Management Specialist
- Series 7, 66, SIE
- State Health, Life, Annuity
Timeline
Region Recruiting Director/Leader
Edward Jones Investments
11.2022 - Current
Field Performance Leader- New Advisor-PML4
Edward Jones Investments
11.2021 - 11.2022
Field Performance Leader-New Advisors
Edward Jones Investments
03.2020 - 11.2021
Firm Strategy Panelist
Edward Jones Investments
12.2019 - 03.2024
Financial Advisor, Limited Partner
Edward Jones Investments
11.2018 - Current
Insurance Consultant and Field Manager
CNO Financial
09.2017 - 11.2019
Bachelor of Science - Business Administration
University of The Cumberlands
CFP Certification Program -
The University of Tennessee - Knoxville
Some College (No Degree) - Course Certification in Business Analytics
University of Pennsylvania
Some College (No Degree) - Course Certification in Family Financial Planning
University of Florida