Summary
Overview
Work History
Education
Skills
Certification
Future Certifications
Timeline
Generic

Samuel Blais

Midvale,UT

Summary

Organized and dependable Financial Advisor successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Advisor

Northwestern Mutual
01.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Driver

Hansen Brothers Trucking
01.2020 - 12.2023
  • Delivered goods and products to customer on time and in excellent condition.
  • Cleaned and maintained vehicle and assessed vehicle for damage after each shift.
  • Maintained professional and friendly demeanor during deliveries to uphold company reputation.
  • Followed proper safety procedures and protocols while loading, unloading and operating vehicles.
  • Developed strong relationships with clients, fostering trust through professionalism and reliability in transportation services provided.

Landscape Foreman

Sonic Solutions LLC
04.2016 - 12.2019
  • Installed and maintained landscapes at homes, offices, and parks.
  • Operated landscaping equipment with focus on safety and machine longevity.
  • Used trimmers and chainsaws for grounds maintenance, brush clearing, and tree removal and thinning.
  • Increased efficiency by maintaining a clean and organized work environment both on job sites and at the company yard.

Education

Bachelor of Science - Finance

CSU Global
Aurora, CO
12.2025

Bachelor of Arts - Kinesiology

St. Francis Xavier University
Antigonish, Nova Scotia, CAN
04.2011

Skills

  • Investment advice
  • Relationship building and management
  • Retirement planning
  • Debt management
  • Risk Assessment
  • Client Relations
  • Insurance Planning

Certification

Life and Health, SIE, Series 6, Series 63

Future Certifications

Determined to obtain Series 7 and 66 

Timeline

Financial Advisor

Northwestern Mutual
01.2024 - Current

Driver

Hansen Brothers Trucking
01.2020 - 12.2023

Landscape Foreman

Sonic Solutions LLC
04.2016 - 12.2019

Bachelor of Science - Finance

CSU Global

Bachelor of Arts - Kinesiology

St. Francis Xavier University

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Samuel Blais