Robert Maher
Souderton,PA
Summary
Client focused Financial Professional with proven success in relationship management, consultative selling, and fiduciary compliance. Skilled in delivering personalized investment strategies that drive client retention and asset generation.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
National Financial Solutions Advisor; Assistant VP
Merrill Edge
Pennington, New Jersey
01.2023 - Current
- Manage relationships with 160+ client households representing $27M in managed assets.
- Generate $130M in new assets through consultative discovery meetings
- Conduct periodic portfolio reviews ensuring compliance with fiduciary standards
- Deliver personalized investment strategies achieving client retention above 90%
Financial Solutions Advisor; Brokerage
Merrill Edge
Pennington, New Jersey
06.2021 - 12.2022
- Delivered investment advice through open architecture management, enhancing client portfolio performance
- Conducted daily portfolio reviews, rebalancing client holdings to align with financial goals
- Generated new assets 175% to firm quarterly goals on average
- Opened new solutions exceeding firm quarterly goals by 185%, driving asset growth
Investment Specialist
Merrill Edge
Pennington, New Jersey
06.2020 - 05.2021
- Earned Pinnacle award based on performance top 5% of the segment
- Established investment expertise to connect prospects and existing clients with Financial Advisors, enhancing client relationships.
- Supported clients in account setup, transactions, and service inquiries, ensuring smooth account management.
- Contributed to round table discussions with management to identify strategies for efficiency and growth.
Education
Bachelor of Science - Finance
Pennsylvania State University
University Park, PA05-2020
Skills
- Client relationship management
- Investment strategy development
- Asset allocation analysis
- Portfolio performance assessment
- Fiduciary compliance
- Business development
Certification
FINRA Series 7
Timeline
National Financial Solutions Advisor; Assistant VP
Merrill Edge
01.2023 - Current
Financial Solutions Advisor; Brokerage
Merrill Edge
06.2021 - 12.2022
Investment Specialist
Merrill Edge
06.2020 - 05.2021
Bachelor of Science - Finance
Pennsylvania State University