Robert Rothe Jr
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Knowledge in wealth management and investment planning.
Overview
31
31
years of professional experience
Work History
Senior Financial Advisor
Wells Fargo Advisors
10.2022 - Current
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Assisted clients with financial planning to meet financial goals.
- Educated clients on potential risks and rewards associated with various investments.
- Educated clients on financial topics and best practices.
- Partnered with Premier Bankers to determine the clients' overall needs and what products are suitable for them.
Financial Advisor
Edward Jones
02.2020 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Performed due diligence and valuation processes.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
- Expanded customer base through community outreach and strategic business partnerships.
Sales Manager
Crown Honda Southpoint
06.2017 - 01.2020
- Handled customer relations issues, enabling quick resolution and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Supervised sales team of 30 people, stepping in to support employees and deliver smooth sales processes for clients.
- Managed order cycle to enhance business development and maintain sustainability and customer satisfaction.
- Held weekly meetings with sales staff to identify techniques to overcome sales obstacles.
Sales Manager
Rice Toyota
10.2015 - 03.2017
- Handled customer relations issues, enabling quick resolution and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Supervised sales team of 25 people, stepping in to support employees and deliver smooth sales processes for clients.
- Held weekly meetings with sales staff to identify techniques to overcome sales obstacles.
Sales Manager
Crown Honda Southpoint
04.2015 - 10.2015
- Handled customer relations issues, enabling quick resolution and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Supervised sales team of 30 people, stepping in to support employees and deliver smooth sales processes for clients.
Regional E-Commerce Manager
Asbury Automotive Group (Crown Automotive Group)
09.2013 - 04.2015
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Achieved regional sales objectives by coordinating sales team, developing successful strategies and servicing accounts to strengthen business relationships.
- Made onsite sales calls to prospective customers to help sales representatives close lucrative deals.
- Exceeded targets by building, directing and motivating high-performing sales team.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Met with each sales representative on monthly basis to answer questions, resolve issues and identify new strategies.
Internet Salesperson
Crown Honda Greensboro
10.2011 - 08.2013
- Worked to build relationships with customers and built potential for additional sales.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Engaged customers in social conversations to create pleasant and easy shopping experience.
- Listened to clients and introduced solutions to satisfy business and personal needs.
- Informed customers of current store promotions to encourage additional sales purchases.
- Managed customer from initial contact to closing with attention to detail to build loyalty.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Developed and grew leads through repeat business and customer referrals.
Vendor Analyst
APEX Analytix
10.2010 - 09.2011
- Conducted audits on vendor processes and systems, ensuring compliance with organizational standards and industry best practices.
- Contacted vendors to request statements and reviewed statements for outstanding credits.
- Logged incoming statements into database and prepared the data to be imported to the new database.
Finance Technician
United States Marine Corps
10.1993 - 07.1997
- Provided assistance to personnel in a timely manner.
- Made sure Marines and their families were taken care of and serve as a point of contact to correct Disbursing related issues.
- Processed NAVMC 11116, special payments, pay adjustments, and reports.
- Corrected errors in reporting and any other payments made.
- Maintained accountability of all training to include setting up and conducting all annual training.
- Maintained/updated all systems in the office.
Education
Bachelor of Science - Accounting
Guilford College
Greensboro, NC07.2010
Associate of Applied Science - Accounting
Guilford Technical Community College
Jamestown, NC05.2009
Skills
- Client Recruiting and Retention
- Managing Wealth
- High Net Worth Individuals Marketing
- Cash Management Strategies
- Retirement Needs
- Funding Education
- Investment Planning
- Client Rapport-Building
Timeline
Senior Financial Advisor
Wells Fargo Advisors
10.2022 - Current
Financial Advisor
Edward Jones
02.2020 - Current
Sales Manager
Crown Honda Southpoint
06.2017 - 01.2020
Sales Manager
Rice Toyota
10.2015 - 03.2017
Sales Manager
Crown Honda Southpoint
04.2015 - 10.2015
Regional E-Commerce Manager
Asbury Automotive Group (Crown Automotive Group)
09.2013 - 04.2015
Internet Salesperson
Crown Honda Greensboro
10.2011 - 08.2013
Vendor Analyst
APEX Analytix
10.2010 - 09.2011
Finance Technician
United States Marine Corps
10.1993 - 07.1997
Bachelor of Science - Accounting
Guilford College
Associate of Applied Science - Accounting
Guilford Technical Community College
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