Ryan Richmond
Phoenix,AZ
Summary
Accomplished VP - Financial Consultant at Charles Schwab & Co, adept in business development and relationship building. Excelled in client engagement, leveraging financial acumen to drive growth and client satisfaction. Proven track record in fostering partnerships and utilizing resources efficiently to exceed business goals.
Overview
9
9
years of professional experience
Work History
VP - Financial Consultant
Charles Schwab & Co
09.2018 - 09.2023
- Build relationships with clients to assess and find appropriate solutions and strategies to best address their needs and goals.
- Engage clients and prospects to increase brand awareness, strengthen relationships, drive new business and referrals, and provide comprehensive wealth services
- Utilize experience, knowledge, training, and partners to assess client needs and goals and provide appropriate solutions and advice
- Provide clients with best-in-class service either directly or by educating clients on the best options available
- Leverage both internal and external business partners to drive results and the best client experience
Associate Financial Consultant
Charles Schwab & Co
08.2017 - 08.2018
- Engaged primarily with prospective clients to increase brand awareness, discover opportunities, establish relationships, and make referrals as appropriate to Financial Consultants
- Discover new business and drive business to the firm by building rapport, educating clients, and providing a consultative service focused on accomplishing goals and needs
- Work with business partners and Financial Consultants to coordinate and execute strategies for discovering new clients and opportunities
- Assess a client's needs and goals and leverage appropriate solutions
- Work closely with Financial Consultants to help with both existing and new clients to provide support, drive exceptional experiences, and deliver results
Retirement Services Representative
Charles Schwab & Co
09.2014 - 07.2017
- Provided support for retirement services clients regarding new and existing accounts
- Educated clients regarding their 401(k), Pension, Deferred Compensation, and Non-Qualified plans
- Assisted with loan origination, hardship, in-service, and other distribution options
- Provided comprehensive service to ensure the needs and goals of clients were accomplished in a timely and satisfactory manner
- Utilized a consultative approach to discover needs, educate, and provide referrals to appropriate partners
Education
Bachelor of Arts - Psychology
Arizona State University
Tempe, AZ12.2012
Skills
- Business Development
- Financial Acumen
- Relationship Building
- Client Engagement
- Consulting
- Account Management
- Planning and coordination
- Resource Utilization
Timeline
VP - Financial Consultant
Charles Schwab & Co
09.2018 - 09.2023
Associate Financial Consultant
Charles Schwab & Co
08.2017 - 08.2018
Retirement Services Representative
Charles Schwab & Co
09.2014 - 07.2017
Bachelor of Arts - Psychology
Arizona State University