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
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