Rich Meyers
Roseville,CA
Summary
Dedicated and organized business 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. Dynamic and reliable with exceptional client management and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
Roseville
05.2022 - Current
- Conducted detailed analysis of clients' financial situations, including risk assessments and cash flow management.
- Developed tailored financial plans and strategies to meet individual client needs.
- Evaluated potential investments, including stocks, bonds, mutual funds, real estate, and insurance products.
- Responded promptly to client inquiries about accounts and available services.
- Identified new business opportunities through networking events and referrals from existing clients.
- Cultivated relationships with new and existing clients to enhance engagement and grow business.
- Recommended strategies to clients for achieving financial objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding financial matters.
Student Athlete
Sierra College
Rocklin, CA
08.2019 - 05.2021
- Managed a rigorous academic schedule while playing on the college sports team.
- Demonstrated consistent effort at all times while competing in sporting events.
- Sought out feedback from coaches, experts, and fellow athletes.
- Accepted constructive criticism from coaches and teammates to improve skills.
- Mentored younger athletes, helping develop and improve skills.
Education
Bachelor of Science - Business Administration: Finance
California State University, Chico
Chico, CA05-2023
Skills
- Financial planning and analysis
- Client engagement strategies
- Relationship management
- Time management
- Goal setting
- Effective communication skills
- Sales techniques
- Professional networking
Certification
- California Life, Accident and Health Insurance
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
Affiliations
- Coaching competitive youth baseball teams
- Golf
- Working out
- Spending time with my 2 year old daughter
Accomplishments
- Achieved trailblazer client award from Northwestern Mutual in my first 6 months
References
References available upon request.
Timeline
Financial Advisor
Northwestern Mutual
05.2022 - Current
Student Athlete
Sierra College
08.2019 - 05.2021
Bachelor of Science - Business Administration: Finance
California State University, Chico
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