Solutions-Focused Financial Advisor and Analyst

Robert Wilson

*** ******* ** - ******** *******, UT 84045

****************@*******.*** - 801-***-****

To add my talents to a company that will reward my tenacity, creative thinking, ethical behavior, teamwork, high performance and integrity to company objectives and goals.

WORK EXPERIENCE:

Solutions DA & I

Wells Fargo Financial Advisor – July 2022 to Current

Handle service-related issues: New Account openings, money movement, account updates, beneficiary distribution, trades, digital adoption.

Portfolio review and recommendations.

Investment strategy and advisory service levels on 4 investment platforms and 9 model portfolios.

EO WIM Case Advisor

Wells Fargo Contracted Employee – January 2021 to July 2022.

Case Advisor for the Commercial, Investment, and Centralized Complaints Executive Complaint Management Office.

Respond to customer complaints forwarded to our office by other departments of Wells Fargo Bank and Wells Fargo Advisors.

Research all applicable resources to identify the key issues of the complaint and document findings.

Identify a solution for the complaint and prevent further escalation and correspond with the client through the process of review and resolution.

Benefit Advisor

Go Health – September 2020 to January 2021

Take inbound calls from Medicare eligible participants to review health care needs and insurance coverage.

Run a needs analysis to identify eligibility for certain benefits that coincide with their healthcare needs.

Confirm eligibility for assistance programs thru their state, thru pharmaceutical companies and thru the federal government.

Enroll new clients in cost effective health insurance plans that meet their healthcare needs.

Investment Solutions Representative

Fidelity – October 2016 to September 2020

Inbound and outbound calls to Fidelity clients to identify needs and engage in guidance conversation.

Assist with opening of new accounts, placing trades, money movement and education.

Identify investment goals, timeline, resources, investment experience and risk tolerance.

Uncover outside assets and discuss benefits of consolidation.

Recommend solutions to meet client’s current needs and get them on the path to achieve future goals.

Stock Plan Associate

Fidelity – February 2016 to October 2016

•Take incoming service calls from participants in employer sponsored stock plans.

•Address stated need; verification, review balances, pin reset, place trade, add features, and send documents, education of online tools and resources.

•Exploration of customer goals and objectives

•Recommendation of additional guidance and analysis tools to help support customer investment and retirement objectives.

Premium Relations Associate

Fidelity – August 2015 to Current

•Initiate contact with customers of both PI and WI accounts; to profile customers’ needs and promote a guidance conversation.

Financial Service Representative

Fidelity – March 2015 to August

•Assist clients with account history, quotes, account updates, money movement, and mutual fund trading and pin resets.

•Help to uncover client needs and goals for their accounts; and promote guidance conversation.

Enrollment Specialist

Arches – October 2014 to March 2015

•Assist in marketing campaign of health care co-op.

•Helped in navigation through national health care exchange.

Account Manager

England Logistics – May 2014 to September 2014

•Provided logistical assistance to participating drivers.

•Provided needed funding, tires, and fuel services to independent drivers.

Senior Client Support Specialist

Extend Health – September 2012 to April 2014

•Conflict resolution between client partner, Medicare participant, third party administration, and insurance carrier.

•Assisted retirees in transition from group insurance benefits to individual participation in Medicare related insurance coverage.

Independent Insurance Agent

Saratoga Springs, UT - July 2009 to present

•Develop new clients for Life, Health, Disability and Annuity sales.

•Hold community training classes for financial awareness.

Marketing and Sales Associate

Griffin Hill - June 2008 to July 2009

•Conducted Needs Audit with Business Owners, presenting solutions and call to action.

• Helped administrate Sales Training Camp and Coach the Coach training.

EDUCATION

General Contracting; blueprint reading, cost estimating and construction management

Salt Lake Community College - Taylorsville, UT

1987 to 1988

Music Performance/ International Relations

Brigham Young University - Provo, UT

1979 to 1983

SKILLS Licenses and Certification

Financial Advisory Services Series 7 – 3/2015 - Present

Relationship Management Series 63 – 3/2015 - Present

Retirement Planning Series 66 – 10/2016 - Present

Business Development Life Insurance – 7/2009 - Present

Siebel Health Insurance – 7/2009 - Present

Sales Coaching Certified for Long Term Care

Customer Relationship Management Certified for Annuity Sales

Insurance Sales

Strategic Planning

Account Management

Forecasting

Marketing

Sales Management

Power Point

Digital Guidance

Fluent German

Service

Boy Scouts of America: Patrol Leader & Scout Master

Church of Jesus Christ: Missionary, Young Men’s Leader

Utah Republican Party: Served as a local delegate for the state caucus

Contact this candidate