Willem Bloemsma
Denver,CO
Summary
Accomplished Financial Advisor with an 8 year history of success in wealth management and financial planning. Proven expertise in crafting tailored plans to give clients confidence and clarity to meet their goals. Strong analytical and communication skills drive effective collaboration with clients and colleagues.
Overview
8
8
years of professional experience
Work History
Senior Financial Advisor-Private Client Group
Empower/Personal Capital
06.2018 - Current
- Deliver comprehensive wealth management solutions for individuals and families with over $1 million in assets under management.
- Involved in assessing client's financial needs and risk tolerance to identify appropriate investment strategies to implement.
- Provide personalized planning recommendations around topics such as savings strategies, education planning, insurance planning, retirement distribution strategies...etc.
- Collaborate with other members of the private client group to develop integrated strategies for tax planning, estate planning, and risk management.
- Member of the training committee where I mentor junior advisors to enhance team performance and drive overall success within the firm.
Operations Associate
Personal Capital
11.2017 - 06.2018
- Received series 65 license.
- Helped open accounts and facilitate transfers for clients.
Sales Associate
Personal Capital
11.2016 - 11.2017
- Contacted prospects to engage their interest in our wealth management services.
Financial Representative
Foresters Financial
12.2015 - 10.2016
- Received Series 6, 63, life, and health insurance licenses
- Constructed financial plans for individuals in the Denver area, specifically related to life insurance, annuities, and mutual funds.
Education
Bachelor of Science - Economics
University of Colorado At Boulder
Boulder, CO2015
Skills
- Verbal and Written Communication
- Proficient in Microsoft Word, Excel, and Powerpoint
- Client Service and Support
- Training and Coaching
- Organizational Skills
- Public Speaking
Accomplishments
- Was advisor of the year in 2022-2023 for the Private Client Group.
Timeline
Senior Financial Advisor-Private Client Group
Empower/Personal Capital
06.2018 - Current
Operations Associate
Personal Capital
11.2017 - 06.2018
Sales Associate
Personal Capital
11.2016 - 11.2017
Financial Representative
Foresters Financial
12.2015 - 10.2016
Bachelor of Science - Economics
University of Colorado At Boulder
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