Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Sean Wiegert

Ballwin,MO

Summary

Results-oriented Wealth Relationship Manager looking to apply skills gained through training and experience to foster client relationships and grow firm revenue. Adapts to rapidly changing business and technology environment. Experienced sales and customer service professional looking to apply market analysis, client management, and problem-solving skills in a new environment. Goal-oriented, with proven track record of managing projects for multiple clients. Self-starter that excels in both leadership position and support roles as needed.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Merrill Financial Solutions Advisor

Merrill Lynch
11.2022 - Current
  • Improved portfolio performance by monitoring market trends and making informed investment recommendations.
  • Developed customized financial plans that addressed specific needs such as college savings, tax minimization strategies, or estate planning considerations.
  • Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
  • Reduced risk exposure for clients by conducting thorough portfolio reviews and recommending suitable adjustments.
  • Enhanced client satisfaction by providing tailored financial solutions and personalized investment advice.
  • Streamlined financial planning processes for improved efficiency and optimal client outcomes.
  • Continuously enhanced professional knowledge by attending relevant training courses, workshops, conferences, or seminars.

Wealth Relationship Manager

Citi
11.2020 - 11.2022
  • Secured referrals from existing clients through exceptional service delivery and relationship-building efforts.
  • Cultivates and strengthens relationships with new clients and educates clients on account services and capabilities
  • Highlights values and informs clients on Citigold benefits, available promotions, and deposit side financial products
  • Partners with two Citigold Wealth Advisors to oversee 1000 households portfolios worth a combined $332M deposits plus investments
  • Evaluates client financial positions and identify the most appropriate banking products
  • Works with Wealth Advisor partners to uncover outside of Citi assets and develop a pipeline of potential AUM to bring to Citi
  • Guides clients through compiling important financial histories and documentation to build out a holistic and complete financial plan

Senior Financial Advisor

Wells Fargo Advisors
06.2017 - 11.2020
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify clients' portfolio
  • Assisted team manager as risk-liaison in coaching team members on maintaining the highest level of adherence to firm and group risk policies
  • Organically developed and managed lead pipeline to bring new assets under firm management
  • Utilized a blend of full service, roboadvisor, and self-directed client investment platforms to build out client plans and manage client financial success
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs

Realtor Sales Associate

Coldwell Banker Gundaker
09.2016 - 06.2017
  • Client first approach-The client's goals are my goals
  • Provided thorough market condition analysis to ensure proper pricing and maximum profitability (Listing clients)
  • Provided accurate comparable analysis to ensure proper negotiation and maximum equity (Buyer clients)
  • Processed management of entire transaction from initial consultation through to closing
  • Selected for new internet lead program ZipRealty and Coldwell Banker integration

Realtor Sales Associate

Circa Properties
12.2011 - 09.2016
  • Managed over $12,000,000 in client sales, increasing sales volume four consecutive years
  • Assisted clients with market research, marketing plans, contract negotiations, and contract execution
  • Implemented strategies to maximize sales goals and profitability

Realtor Sales Associate

RE/MAX Platinum
01.2010 - 12.2011
  • Grew business with outbound and inbound marketing
  • Assisted owner/broker with company internet lead program
  • Assisted owner/broker with new agent onboarding and training

Realtor Sales Associate

Dielmann Sotheby's International Realty
06.2005 - 12.2009
  • Obtained clear understanding of Missouri real estate contract
  • Developed professional negotiating skills with both clients and Realtor colleagues
  • Learned MLS system tools, data, and reports
  • Delivered strategic assistance to homeowners and homebuyers looking to buy or sell residential properties in Saint Louis metro area
  • Generated leads for sales and rental properties through cold calls and referrals

Education

Bachelor of Science - Computer And Information Sciences

Saint Louis University
St Louis, MO
05.2012

Liberal Arts And General Studies

Truman State University
Kirksville, MO

Skills

  • Strategic Planning
  • Market & Financial Analysis
  • Project Development & Management
  • Sales & Marketing
  • Retirement needs planning
  • Investment planning
  • Relationship building and management
  • Written & Verbal Communications
  • Client Issue Resolution & Creative Problem Solving
  • Leadership & Team Building
  • Critical Thinking
  • Networking And Relationship Building
  • Series 7
  • Series 66

Accomplishments


  • Top Series 7 & Series 66 Scores in Training class of 30
  • 2018-2020 Secretary Saint Louis Wells Fargo Volunteer Board
  • Made Senior Advisor Spring 2019
  • 2017 Board of Directors Saint Louis Association of Realtors (SLAR)
  • 2014-2016 YPN Committee Chair (SLAR)
  • 2015 STL-YP MVP Award with Make-a-Wish® Missouri
  • 2013-2014 State Director (MAR)


Certification

Chartered Retirement Planning Counselor (CRPC) - December 2023

Timeline

Merrill Financial Solutions Advisor

Merrill Lynch
11.2022 - Current

Wealth Relationship Manager

Citi
11.2020 - 11.2022

Senior Financial Advisor

Wells Fargo Advisors
06.2017 - 11.2020

Realtor Sales Associate

Coldwell Banker Gundaker
09.2016 - 06.2017

Realtor Sales Associate

Circa Properties
12.2011 - 09.2016

Realtor Sales Associate

RE/MAX Platinum
01.2010 - 12.2011

Realtor Sales Associate

Dielmann Sotheby's International Realty
06.2005 - 12.2009

Bachelor of Science - Computer And Information Sciences

Saint Louis University

Liberal Arts And General Studies

Truman State University

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