Wesley Lenart

• Developing comprehensive financial plans tailored to clients' specific needs and goals.

• Providing guidance on investment strategies, retirement planning, and risk management.

• Maintaining compliance with regulatory standards and company policies.

• Conducting financial reviews and recommending adjustments to strategies as needed.

• Building and sustaining long-term relationships with clients to ensure satisfaction and trust.

• Scheduling meetings with clients to discuss their financial needs and goals.
• Collecting pertinent client information to provide investment options that align with clients' financial situations.
• Monitoring market conditions to determine how various changes may impact taxes and client investments.
• Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
• Suggesting viable solutions to improve clients' financial statuses.
• Developing in-depth knowledge of our financial products to advise clients accordingly.

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

• Successfully developed my own sales strategy in order to manage time wisely and assist customers in a higher professional courteous manner
• Maintained strong and extensive knowledge of all vehicle features, makes, and models and inventory in order to consistently provide the best customer service
• Presented vehicle prices, interest, and payment numbers to customers, provided financial advice; communicated with sales managers and finance managers in order to close deals and maintain loyal customer base
• Cohesively worked with sales managers to ensure individual and department sales goals are over exceeded and timely met
• Followed up on all sales leads from a variety of sources in efforts to bring in customers