Colton Weir
Blue Springs,MO
Summary
Testing and Licenses:
- SIE
- Series 7
- Series 63
- Health Insurance (MO and KS)
- Currently acquiring CFP
Overview
3
3
years of professional experience
Work History
Director of Planning and Investments
HSI Wealth Strategies
04.2023 - Current
- Developed and executed comprehensive financial plans for our over200 clients
- Oversee the transfer and management of over $110M in AUM
- Fostered strong relationships with clients to breed trust and understanding in their current financial plan
- Conducted thorough risk assessments to proactively identify potential issues and develop contingency plans.
- Supported clients in achieving long-term financial goals through strategic planning and portfolio management.
- Championed a culture of excellence within the planning department by setting high performance standards and providing ongoing feedback and coaching to team members.
Financial Planning Consultant
Northwestern Mutual
05.2022 - 04.2023
- Collaborated with cross-functional teams to deliver comprehensive financial solutions for clients.
- Mentored junior consultants by sharing expertise and guiding them towards success within the field of financial planning.
- Enhanced client trust through clear communication of complex financial concepts in easy-to-understand terms.
- Provided expert guidance on tax strategies, estate planning, and retirement saving options to diverse clientele.
- Improved financial outcomes by creating customized financial plans for clients.
Education
Bachelor of Science - Economics
University of Central Missouri
Warrensburg, MO05-2022
Skills
- Scenario planning
- Proposal writing
- Relationship building
- Issue resolution
- Plan review
- Teamwork and collaboration
- Problem-solving
- Time management
Timeline
Director of Planning and Investments
HSI Wealth Strategies
04.2023 - Current
Financial Planning Consultant
Northwestern Mutual
05.2022 - 04.2023
Bachelor of Science - Economics
University of Central Missouri
Similar Profiles
Jessica T. GiddensJessica T. Giddens
Director of Operations and Client Services at BWM Wealth Strategies, Northwestern MutualDirector of Operations and Client Services at BWM Wealth Strategies, Northwestern Mutual
KATHLEEN TALAMAYANKATHLEEN TALAMAYAN
Paraplanner at West Coast Wealth StrategiesParaplanner at West Coast Wealth Strategies
DANIEL M. WAGNERDANIEL M. WAGNER
Senior Partner at Boston Wealth Strategies, Inc.Senior Partner at Boston Wealth Strategies, Inc.