Jason Boley

Wealth Manager

 

 

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com

Executive                                                                                                                    Profile

 

 

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

Key Strengths

  Wealth Management

  Business Development

  Team Training/Education

 

  Financial Planning

  Consultative Sales

  Administrative

  Investment Strategies

  Client Relations

  Regulatory Compliance

 

Professional Achievements

 

 

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

Career

Path

 

 

 

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

Affiliations

 

Advisory Member, Leadership Development Committee, Chamber of Commerce, Wood County
Member, Chamber of Commerce, Wood County
Member, Lion's Club
Member, Rotary Club

 

 

 

 

Jason Boley

Wealth Manager

 

 

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com

 

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

 

<< Previous           Back to Sitemap           Next >>

Remember: Hire Us To Write YOUR New Resume
And We GUARANTEE That If You’re Not Working In 60 Days Or Less,
We’ll Revise Your Resume, Refund Your Money,
AND Give You $50 EXTRA!

Click HERE!