Wealth Manager Solutions Advisor
Resume:
C. Eric Greth
Experienced Wealth Manager, Financial Advisor, Social Security and Medicare Planner.
Bremerton, WA 98311
adnu5v@r.postjobfree.com
WORK EXPERIENCE
Financial Advisor / Medicare Insurance Advisor
January 2021 – Present
●Financial Advisor specializing in Medicare planning
●Outreach to community organizations to promote financial education leading to investment, insurance and Medicare sales
●Developed relationships with other sales agents and brokers to network and grow
●Established a weekly sales and case study team with associates
CUSO Financial Services 2 Locations
Peninsula Credit Union, Washington State – Wealth Manager
January 2019 – Present
One Nevada Credit Union, Las Vegas, NV – Wealth Manager
December 2016 - PRESENT
●Financial Advisor specializing in Medicare planning
●Provide advice and guidance to Credit Union Members
●Coordinated with plan sponsors and investment company to benchmark local 401(k) plans
●Conducted 401(k) enrollment and education meetings
●Worked with local TPS to market plan services
●Developed a WebEx client seminar series promoting investor education and engagement (before Zoom was a thing)
●Benchmarked 401(k) plans for largest locally owned credit Union and numerous small employer groups
●Lead and manage sales meetings - Coaching and motivating advisors, staff and department managers
●Coordinated monthly team sales meetings with bank managers, commercial loan officers, mortgage lenders and key executives
●Utilize Broadridge Solutions to provide constant contact with prospects, staff and clients
●Write a monthly newsletter article on market conditions, social security, Medicare, and analysis of current financial events
●Increased revenue by 45% year over year
Merrill Edge, Las Vegas, NV — Financial Solutions Advisor
January 2015 - December 2015
●Exceeded quarterly investment, banking, and credit sales goals to help place Las Vegas division in top of the nation rankings
●Referred business U.S. Trust and Merrill Lynch channels
●Coached and mentored new advisors on process and products
●National Top Producer (Top 10%)
Independent Wealth Manager 2 Locations
Albuquerque / Las Vegas
August 1995 - December 2014
●Grew a financial practice from $0 to over $80MM AUM as an independent Wealth Manager at a local community bank.
●Specialized in 401(k) plans sales from solo 401(k)s to medium sized plans of $28MM
●Coordinated all phases of 401(k) plans sales from prospecting, plan design, implementing, enrollment, holding education meetings, and conducting quarterly performance results to board members.
●Managed and grew relationships with bank staff and CIOs
●Provided advice and guidance to administration staff and professionals employed with the Nevada System of Higher Education
●Gave advice and guidance to educators regarding their 401(a), 403(b) and 457 plans, social security, Medicare Advantage plan
●Increased Personal GDC to over $500K per year
●Provided market update and analysis for local morning show 96.3 / 77KOB Radio
DESIGNATION & CERTIFICATION
CRC - International Foundation for Retirement Education
Series 7, 24, 63, and 66
Washington Life Health and VA Insurance
SIX SIGMA White Belt - Currently Enrolled in Green Belt
VOLUNTEER
Long Term Care Ombudsman / Social Services / WA
SKILLS
Manager - Over 20 years
Pulling together teams to work together on projects. Coaching, training, and motivating advisors, and department staff to exceed sales goals - Over 20 years
Leveraging the power of complex CRMs to archive client data and strengthen relationships.
AWARDS
Jackson National Life Stars Team 2016, 2017,2018, and 2020
Fidelity Advisors Presidents Club 8 years
Oppenheimer Funds Top Producers Club 12 years
Aetna
Top Producers Club 3 years
COMPETITIVE ADVANTAGE
Up and working by 5am. Thrives on doing whatever it takes to get the job done. Personal mantra: Continuous improvement in work, family and health.
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