WILLIAM N. MOORE
Centennial Wealth Management
Atlanta,GA
1
Certification
5
years of professional experience
Results-driven Finance Professional with expertise in wealth management, investment analysis, and client relationship management. Supported a $1.1B book of business, analyzed financial data, and improved operational processes. Holds a BBA in Finance and FINRA SIE, Series 7, and Series 66 credentials.
Work History
Associate Financial Advisor / Client Relationship Manager
7 Months- Took ownership of day-to-day practice operations, coordinating client service, account administration, money movement, paperwork, and follow-up to enable the senior advisor to focus on business development.
- Prepared comprehensive financial plans covering retirement, tax, insurance, and estate considerations.
- Conducted client discovery meetings to gather financial goals, risk tolerance, and investment objectives.
- Managed post-meeting Salesforce workflows, assigning action items and monitoring follow-through to ensure client and advisor commitments were completed.
- Implemented an AI-powered meeting summarization tool to improve accuracy and consistency of client documentation and post-meeting communications.
- Analyzed client investment and financial planning information, delivering recommendations to senior advisors that informed portfolio and planning decisions.
Associate Wealth Management Advisor
1 Year 1 Month- Supported daily management, growth, and client communication for a $1.1B book of business, delivering high-touch service across client relationships and financial-planning activities.
- Analyzed client goals, financial circumstances, risk tolerance, and time horizons to inform investment recommendations and portfolio decisions.
- Executed new account openings, maintained accounts, facilitated money movement, and rebalanced portfolios to align with client objectives and regulatory requirements.
- Coordinated client service, account administration, and operational execution with 16-person team and back-office partners.
Internal Market Consultant
2 Years 8 Months- Built and nurtured financial-professional relationships, driving business growth, enhancing client engagement, and increasing wallet share.
- Used data-driven segmentation and prioritization methods to identify prospective clients and manage territory activity against business-development goals.
- Developed and maintained financial-professional relationships to support business growth, strengthen client engagement, and expand wallet share.
- Guided financial professionals on portfolio construction, fund selection, and investment strategy while completing structured training in leadership, consulting, technical comprehension, and product knowledge.
- Advised financial professionals on portfolio construction, fund selection, and investment strategy while completing structured training in leadership and consulting.
Associate Financial Advisor
10 Months- Created and implemented processes to streamline client meetings and back-office operations, enhancing workflow consistency and operational efficiency for improved client service.
- Developed a model-based investment approach incorporating client risk tolerance to ensure personalized and consistent portfolio recommendations.
- Performed weekly compliance reporting and reviewed client accounts, financial goals, and financial status to ensure thorough meeting preparation and adherence to best practices.
- Coordinated client portfolio reviews, identifying allocation adjustments and opportunities to strengthen financial outcomes.
Education
BBA - Finance
Skills
Financial Planning
Investment Analysis
Portfolio Analysis
Financial Analysis
Financial modeling
Business Development
Data Analysis
Compliance
Salesforce
AI/Automation
Process Improvement
CRM Management
Client Engagement Tools
Strategic Decision Support
Certification
FINRA / Insurance: SIE, Series 7, Series 66, Life & Health Insurance License, Variable Annuity License
Timeline
Associate Financial Advisor / Client Relationship Manager
Centennial Wealth Management
01.2026 - 08.2026Read More
Associate Wealth Management Advisor
Haven Wealth Advisors
11.2024 - 12.2025Read More
Internal Market Consultant
Invesco
01.2022 - 09.2024Read More
Associate Financial Advisor
MAP Wealth Management
02.2021 - 12.2021Read More
Georgia Southern University
BBA from Finance
Read More