Robert Boschke
rboschke@gmail.com
Rhinelander,WI
Summary
Seasoned Financial Advisor bringing expertise in retirement income planning, insurance planning, strategic asset management, customer engagement and generational planning. Resourceful, hardworking and passionately dedicated to satisfying clients, through a detailed understanding of their financial needs and goals. Seeking to provide assistance to drive and achieve growth objectives and enhance customer satisfaction.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
42
42
years of professional experience
25
25
Years as a licensed financial advisor
13
13
Years in medical sales
Work History
Certified Yard Switcher
FedEx
01.2020 - Current
- Improved operational efficiency by coordinating and directing yard switching activities.
- Fostered a positive work environment by maintaining open lines of communication with team members and demonstrating a commitment to continuous improvement.
- Conducted daily inspections of assigned equipment, reporting any issues or malfunctions for timely resolution before impacting workflow efficiency.
- Contributed to the achievement of company goals by consistently meeting or exceeding performance expectations in all aspects of yard switcher responsibilities.
- Operated yard truck to move empty and loaded trailers safely throughout yard.
Sr. Financial Consultant
Wealth Management Group, LLC
St. Germain, United States
02.2012 - 06.2022
- Managed $18mil in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan
Financial Advisor
River Valley Bank
Minocqua, WI
12.2006 - 01.2012
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Cultivated and strengthened relationships with new and existing clients
- Helped clients plan for and fund retirements using mutual funds and other options
- Received Raymond James Rising Star award in my second year
- Implemented customer service sales referral rewards program in four branch locations
- Created business plan and identified target customers
- Recruited, trained and mentored junior financial and support staff
- Performed due diligence and valuation processes for new broker/dealer search
Package Handler
FedEx
12.2019 - Current
- Used hand-held scanners and physical logs to accurately track item movements.
- Exceeded performance expectations during peak seasons, managing high volumes of shipments without compromising on quality or timeliness.
- Supported team morale by fostering positive communication and collaboration among coworkers.
- Boosted team performance with consistent punctuality, maintaining a strong attendance record throughout employment tenure.
- Enhanced operational resilience by cross-training in multiple roles, providing flexibility in workforce allocation.
- Supported peak season demands by volunteering for extra shifts, ensuring no delays in package processing.
Financial Advisor
Robert W. Baird & Co. Incorporated
Oconomowoc, WI
10.1996 - 11.2003
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Created business plan and identified target customers
- Cultivated and strengthened relationships with new and existing clients
- Managed $25mil in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan
Senior Sales Representative
3M Healthcare
St. Paul, MN
11.1987 - 10.1996
- Demonstrated products and specific features at customer locations and special events
- Produced remarkable sales and enhanced numbers by managing complete lifecycle from networking through ongoing account servicing
- Used consultative sales approach to understand customer needs and recommend relevant offerings
- Achieved sales goals of $2.1 mil and service targets by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings
- Achieved top sales rep in year 3 and consistently in top 5 reps out of 15 total
Education
Bachelor of Science - Biology
UW-Whitewater
Whitewater, WI05.1983
Skills
- Strong communication verbal/written skills
- Active listening skills
- Consultative Selling
- Team building/networking
- Customer education training
- Investment planning and analysis
- Retirement needs assessment
- Financial planning
- Investment advice
- Microsoft Office
- CPR and first aid education
- Client assessment
- Sales planning
- Goal development
- Business development
Personal
Married to Deborah with nine children ages 11-31. Enjoy camping, hunting, skiing, swimming, biking and golf. Active church member and teacher.
Timeline
Certified Yard Switcher
FedEx
01.2020 - Current
Package Handler
FedEx
12.2019 - Current
Sr. Financial Consultant
Wealth Management Group, LLC
02.2012 - 06.2022
Financial Advisor
River Valley Bank
12.2006 - 01.2012
Financial Advisor
Robert W. Baird & Co. Incorporated
10.1996 - 11.2003
Senior Sales Representative
3M Healthcare
11.1987 - 10.1996
Bachelor of Science - Biology
UW-Whitewater
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