Business Development Wealth Management

CB

CHAD BARRIOS

***********@*****.*** 480-***-**** Phoenix, AZ

Summary

Dynamic and reliable wealth management professional. Personable approach to relationship sales and business development leadership with nearly 20 years of success supporting client financial goals. Skills

• Leadership Experience

• Relationship Sales

• Resourceful

• Emotional Intelligence

• Organization

• Critical Thinking

Certifications

• Series 24 License • Series 7 & 66 Licenses • Life & Health License Experience

Charles Schwab Phoenix, AZ

Wealth Advisor

10/2021- 01/2023

• Developed advisory strategies for a book with $248MM AUM.

• Designed financial plans encompassing market investments, managed strategies, annuities and life insurance.

• Created tax efficient strategies using trust and estate plans. Merrill Lynch Baton Rouge, LA

VP, Wealth Management Specialist

01/2019 – 10/2021

• Coordinated with market executives and key divisional leaders to support business development.

• Designed key integration blueprints with the top financial advisors

• Moved worst performing market to the number one national market within six months.

• Provided integrated financial solutions to affluent clients

• Extensive salesforce documentation and WebEx presentations. Bank of America Newport Beach, CA

VP, Financial Academy Manager

08/2015 - 01/2019

• Trained highly successful investment and banking client managers.

• Developed sales training strategies and prepared alternative approaches to exceed investment and banking goals.

• Communicated regularly with executives to deliver pertinent details related to progress on relationship sales projects. Merrill Edge Chandler, AZ

Financial Advisor

03/2013 - 08/2015

• Determined proper financial investment solutions through discovery of objectives, risk tolerance and income needs.

• Implemented diverse investment options to meet each client’s financial objectives.

• Deepened client relationships with tailored financial advice. USAA Investment Management

Phoenix, AZ &

Colorado Springs, CO

Senior Wealth Advisor

07/2007 - 08/2012

• President's award recipient for leadership.

• Implemented wealth management plans for affluent clients using a variety of market and insurance investments.

• Leading sales achiever who quickly moved from only investments to senior wealth advisor.

• Leader on a team that pioneered the opening of a financial advisory division in the Colorado Springs location. Education

LSU Baton Rouge, LA

12/2003

• Bachelor of Arts in Communication Studies

References

Available upon request.

Contact this candidate