Justin Oldham
Lee's Summit,MO
Summary
Dynamic Financial Advisor with a proven track record at Corebridge Financial, excelling in relationship building and investment advice. Successfully increased assets under management through targeted business development and personalized strategies. Adept at retirement planning and analytical thinking, fostering client loyalty and satisfaction while ensuring compliance with industry regulations.
Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Principal Financial Services
04.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Advised clients on investments, retirement and estate planning.
- Facilitated new client onboarding process and investment account setup.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Financial Advisor
Corebridge Financial
08.2013 - 03.2023
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Increased assets under management through targeted business development efforts.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
- Assisted clients in achieving their financial objectives by recommending appropriate insurance coverages.
- Enhanced team productivity by sharing best practices in financial advisory techniques.
- Increased client retention rates with personalized communication and regular portfolio reviews.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Advised clients on investments, retirement and estate planning.
- I built a team of Jr advisors that grew my market share in the K-12 market year over year with new enrollments.
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Retirement planning
- Attention to detail
- Sales and marketing
- Education funding
- Pipeline management
Certification
Series 7
Series 66
Multi-State Life and health Licensed.
Timeline
Financial Advisor
Principal Financial Services
04.2023 - Current
Financial Advisor
Corebridge Financial
08.2013 - 03.2023
Similar Profiles
Aldijana HuzejrovicAldijana Huzejrovic
Human Resources Shared Services Representative II at Principal Financial ServicesHuman Resources Shared Services Representative II at Principal Financial Services
William BrownWilliam Brown
Licensed Retirement Service Specialist at Principal Financial ServicesLicensed Retirement Service Specialist at Principal Financial Services
Jacob JohnstonJacob Johnston
Accounting Specialist at Principal Financial ServicesAccounting Specialist at Principal Financial Services
Christian CooperChristian Cooper
Sales Associate at Cable Dahmer Automotive GroupSales Associate at Cable Dahmer Automotive Group
Charles ConeCharles Cone
Pest Control Technician at Joshua's Pest ControlPest Control Technician at Joshua's Pest Control