Trevor Meads
Financial Advisor
Salt Lake City,UT
Summary
Experienced Financial Advisor with a strong background in client acquisition, investment planning, and wealth management. Skilled in building relationships with high-net-worth clients through effective prospecting, personalized financial advice, and excellent service. Licensed (Series 7 & 66) and knowledgeable in portfolio management, retirement planning, and risk assessment. Proficient in CRM systems and financial tools, with a focus on helping clients reach their financial goals while ensuring regulatory compliance.
Overview
7
7
years of professional experience
Work History
Financial Services Advisor - FC AVP
Bank of America Merrill Lynch
07.2025 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Assisted clients in navigating complex financial topics, making informed decisions about their futures.
- Developed comprehensive financial plans with clear goals, helping clients achieve their long-term objectives.
- Consistently met or exceeded sales targets by effectively promoting company''s financial products and services.
Workplace Planning Consultant II
Fidelity Investments
10.2022 - 04.2025
- Provided personalized financial planning and retirement guidance to workplace plan participants via phone and virtual consultations.
- Educated clients on investment strategies, Fidelity products, and digital tools to support financial wellness and retirement readiness.
- Built and maintained client relationships through proactive outreach and follow-up, ensuring a high level of service and satisfaction.
- Maintained compliance with regulatory standards; held active Series 7 & 63 licenses
Sales Assistant
Guaranteed Rate Affinity
08.2020 - 10.2022
- Supported loan officers by preparing mortgage applications, collecting client documentation, and coordinating file submissions.
- Communicated with clients to provide updates and ensure a smooth mortgage process from application to closing.
- Maintained accurate loan files and tracked progress using Encompass and other mortgage systems.
- Collaborated with internal teams to meet deadlines and deliver exceptional customer service in a fast-paced environment.
Solar Loan Specialist
Capital Community Bank
12.2018 - 08.2020
- Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
- Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
- Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
Education
Bachelor of Science - Finance
Utah Valley University
Orem, UT12-2025
Skills
- Investment Strategies & Portfolio Management
- Retirement Planning (401(k), IRAs, etc)
- Wealth Management Solutions
- Financial Planning & Analysis
- Asset Allocation & Risk Management
- Series 7 & 66 (or 63/65) Licenses
- Salesforce
- Negotiation & Closing Skills
- Trust Building & Client Retention
Languages
English
Native or Bilingual
Spanish
Professional Working
Work Preference
Work Type
Full TimePart TimeWork Location
HybridRemoteImportant To Me
Career advancementWork-life balanceFlexible work hoursCompany CulturePersonal development programsPaid time off401k matchPaid sick leaveHealthcare benefits4-day work weekWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Services Advisor - FC AVP
Bank of America Merrill Lynch
07.2025 - Current
Workplace Planning Consultant II
Fidelity Investments
10.2022 - 04.2025
Sales Assistant
Guaranteed Rate Affinity
08.2020 - 10.2022
Solar Loan Specialist
Capital Community Bank
12.2018 - 08.2020
Bachelor of Science - Finance
Utah Valley University
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