Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
Generic

WAYNE SLATTERY JR.

Reading,MA

Summary

Accomplished financial advisor with 18-year history of success in wealth management and financial planning. Leverages analytical, communication skills and industry knowledge to help clients obtain financial goals and plan for their future. Navigates multiple demands to provide a high level of service in a fast-paced, deadline-oriented environment.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Financial Advisor

Prudential
Wakefield, MA
03.2020 - 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.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Expanded customer base through community outreach and strategic business partnerships.

Financial Advisor

Sapers & Wallack
Newton , MA
08.2018 - 10.2020
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
  • Advised clients on portfolio allocation and various investment types.
  • Used LEAP software and Salesforce to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.

Financial Advisor

Mass Mutual Financial Group
Danvers, MA
01.2017 - 07.2018
  • Continuously reviewed clients accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision
  • Implemented financial planning recommendations
  • Managed a sales team of 15 people
  • Secured Dartmouth College retirement account - Conducted financial education seminars for employees.


Investment/Financial Advisor

Met Life
Danvers, MA
03.2004 - 11.2016
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.


Education

BBA - Business

Assumption College
Worcester, MA
05.2002

Skills

  • High Net Worth Individuals Marketing
  • Financial Analysis
  • Financial Goal Planning
  • Retirement Needs
  • Income Projections
  • Managing Wealth
  • Investment Planning
  • Account Performance Reviews
  • Customer Referrals
  • Modeling Software
  • Insurance Recommendation
  • Customer Expectations Management

Accomplishments

    Perennial Million Dollar Round Table qualifier which honors top insurance produces as well as consistent qualifier for company sponsored top sales achievers.

Certification

  • Licensed Series 6, 63, Life, Accident and Health Financial Advisor.
  • LEAP software certified advisor.

Timeline

Financial Advisor

Prudential
03.2020 - Current

Financial Advisor

Sapers & Wallack
08.2018 - 10.2020

Financial Advisor

Mass Mutual Financial Group
01.2017 - 07.2018

Investment/Financial Advisor

Met Life
03.2004 - 11.2016

BBA - Business

Assumption College

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WAYNE SLATTERY JR.