Financial Advisor
Self Employed Insurance Group
Wausau, WI
08.2024 - 09.2024
- Collaborated with other professionals such as attorneys or CPAs in order to provide comprehensive service offerings for clients.
- Developed a network of contacts within the financial services sector including banks, insurance companies.
- Conducted client meetings to review progress, assess risk tolerance, and recommend changes to portfolios.
- Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
- Responded promptly to inquiries from customers via phone or email regarding their accounts or questions they may have had about the services offered by the firm.
- Hired and developed junior financial and support staff.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
