Wealth Management Support Specialist with Client-Focused Excellence

Shannon Stearns

314-***-**** ******@******.***

Wealth Management Registered Client Associate

Experience with providing dedicated operational and sales support to highly affluent clients with sincere engaged dialogue, attention to detail, complex solutions, and operational soundness. Specific strengths include: Proactive Approach Customer focused Coachable

Positively Competitive Results Driven Self-Motivated Exceptional Service Strong Follow-up Detail Oriented Education

Bachelor of Science in Business Administration; University of Missouri-St. Louis – Finance Minor 2013 Associate of Arts – St. Louis Community College 2010 Professional Experience

Symmetry Financial Group – Life Insurance Agent 2025 – Present

Assist in protecting families from tough decisions when a loved one passes.

Work with 50 diƯerent carriers to find the best coverage for my clients.

Life, Variable Life & Variable Annuity Insurance License registered in MO, TX, OH and MI Bank of America Merrill Lynch 2016-2025

Merrill Lynch; Clayton, MO 2017- 2025

Bank of America; Creve Coeur, MO 2016-2017

Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building deepening relationships and demonstrate a commitment to providing personalized service

Increase clients’ full experience by eƯiciently handling service transactions, identify sales opportunities and referral to partners

Through conversation, uncover opportunities and educate customers around products, services and alternative channels

Strong critical thinking, customer service skills and the ability to resolve problems independently

Support strong risk management culture through awareness, knowledge and sound decision-making

Series 7 & 66 Certification

PNC Bank – Universal Branch Consultant (UB2); Cave Springs, MO 2013-2016

Proven results exceed goals by achieving top sales associate in the region in 2015

Delegate several tasks to coworkers in the branch by working together, that create a more positive environment

Develop Action Plans around PnL, and CIQ with Branch Manager and Regional Manager

Assist Branch Manager maintain and acquire business customers by providing top of the line business solutions

Grow our customer market share by building relationships through outreach and workplace appointments Best Buy 2007- 2014

Best Buy Mobile Assistant Manager; Brentwood, MO 2012-2014

Primary key holder responsible for opening/closing duties

Assisted General Manager in day-to-day operations including financial and product management

Continuously met and exceeded personal margin target goals of 150% to budget

Achieved a positive store comp of at least 10-20% year over year Magnolia Specialist II – Best Buy; Brentwood, MO 2010-2012

Created contracts, detailed proposals, and financial documents to use for business partners and clientele.

Coordinated consultation scheduling, product availability, organized ordering and maintaining inventory, verifying all necessary items were included and scheduled installations

Established long term relationships with clients, which lead to family and friend referrals

Self-initiated ongoing product knowledge, earning Level 2, Tier 2 Magnolia Certification Portable Electronics Lead – Best Buy; Brentwood, MO 2007-2009

Promoted within my first 3 months – assist transforming team into a sales force from transactional

Developed quarterly strategic plans, SWOT analysis, employee development and coaching while maintaining morale

Contact this candidate