Jason Boley Wealth Manager
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0000 xxxxxx xxxx , xxxx , xxxxx 00000 |
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Executive Profile
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Performance-driven Wealth
Management Specialist with dynamic track record of success in high-volume
production; currently manage $82M in assets and approximately 200 key active relationships
~ Licensed Life &
Health: Series 7, 11, 63, & 65 ~ Have steadily progressed
with company since launching career in 1999 as a Bank Operations Manager,
rising through the ranks of Trust Officer and Brokerage Associate prior to
assuming position as Senior Financial Advisor in 2003 |
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Key Strengths |
Wealth Management Business Development Team Training/Education
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Financial Planning Consultative Sales Administrative |
Investment Strategies Client Relations Regulatory Compliance
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Professional Achievements
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Ø Have consistently driven business growth, more than doubling annual production over the course of 6 years in highly competitive, challenging market: 2003 - $272,000 2004 - $311,000 2005 - $314,000 2006 - $412,000 2007 - $468,000 2008 - $551,000 Ø Recognized with numerous production/performance awards: New York Life Home Run Club Award; 2006, 2007, 2008 Hartford Life Captains Club Award; 2006, 2007, 2008 All American Team American Funds Recognition; 2004, 2005, 2006, 2007, 2008 Ø 2006 Face of the Future-Parkersburg News &
Sentinel |
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Career Path
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United Wealth Management Group/United Bank Inc. CParkersburg, WV 1999-Present Senior Financial Advisor; 2003 - Present Have successfully built multi-million dollar book of business by resourcefully capitalizing on opportunities to generate clients through consultative selling, customized presentations, product and strategy seminars, targeted prospecting, and proactive client relationship management Strategically gather and manage assets for firm, consistently delivering high-volume revenue Confer with clients to define financial goals and provide expert recommendations on optimal retirement and estate planning strategies, including life insurance and wealth transfer Effectively educate bank employees on new products as well as referral strategies, playing key role in expanding and diversifying overall revenue streams Brokerage Associate; 2001-2003 Facilitated daily trade of equities, fixed income and mutual funds; conducted thorough research of publicly traded companies to identify lucrative opportunities Provided quality customer service for both main and satellite offices; efficiently managed client accounts, maintained account database and handled back-office account reporting Collaborated in ensuring critical internal and regulatory compliance Trust Officer; 2000-2001 Worked closely with Trust Officer in servicing clients and administering accounts; managed trust accounts ranging from revocable and irrevocable to special needs and family trust and performed annual account reviews to ensure maximum performance Actively assisted clients with account issues and expertly responded to related inquiries and issues; processed daily transactions Effectively managed United Bank scholarship fund Operation Manager, United Bank Inc., 1999-2000 Spearheaded
product development initiatives to drive revenue growth and provided
broad-scope client services; reconciled bank-wide commercial and consumer
depository accounts, facilitated electronic data interchange services,
managed unclaimed property, and partnered in steering special projects |
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Affiliations |
Advisory
Member, Leadership
Development Committee, Chamber of Commerce, Wood County
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Jason Boley Wealth Manager
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0000 xxxxxx xxxx , xxxx , xxxxx 00000 |
Date
Hiring Agent Name
Title
Company Name
Address
City/State/Zip Code
Dear__________________:
Are you seeking a high-production Wealth Manager to support you in driving revenue growth? I am currently seeking a challenging new career opportunity where my talents will deliver immediate results for your organization. To acquaint you with my qualifications, I am submitting my resume for your review; in advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, since promoting to Senior Financial Advisor with United Wealth Management Group in 2003, I have continually generated high-volume revenue, increasing first-year production of $272K to $551K annual, YE 2008. Currently I manage an $82M book of business, with accountability for 200 active accounts. I excel in consulting with clients/potential clients to define individual needs/goals and targeting presentations/recommendations toward optimal strategies for maximizing financial performance. I also have a keen talent for identifying and capitalizing on lucrative opportunities. I believe my steady progression with the company illustrates my professional drive as well as my value, contributions and loyalty as a team member. To complement my professional background, I am Licensed Life & Health: Series 7, 11, 63, & 65.
As an employee, you will find me to that I am committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.
Sincerely,
Jason Boley
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