Erin Bethge
Poway
Summary
Dynamic financial advisor with over 7 years of experience in investment strategy and client relationship management. Demonstrated success in streamlining processes and mentoring junior advisors, leading to improved client satisfaction and operational efficiency.
Overview
23
23
years of professional experience
Work History
Financial Advisor, CFP®, CPWA®
Raymond James & Assoc
San Diego, CA
09.2019 - Current
- Developed comprehensive financial plans tailored to client needs and goals.
- Conducted in-depth market analysis to identify investment opportunities and risks.
- Established strong client relationships through regular communication and personalized service.
- Mentored junior advisors on best practices in financial advising and client management.
Financial Advisor
Merrill Lynch
La Jolla, CA
07.2015 - 09.2019
- Facilitated workshops educating clients on investment strategies and retirement planning options.
- Streamlined processes for client onboarding, reducing turnaround time and improving satisfaction.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Director of Student Services
University Of Phoenix
Phoenix, AZ
04.2003 - 07.2015
- Led strategic initiatives to enhance student engagement and retention across multiple programs.
- Developed and implemented policies to improve student services accessibility and effectiveness.
- Collaborated with academic departments to ensure alignment of services with student needs and institutional goals.
- Managed cross-functional teams to streamline operations and improve service delivery for students.
- Spearheaded training programs for new staff, enhancing their skills in addressing diverse student concerns.
- Managed budgetary and financial aspects of various programs within Student Services, ensuring cost-effective operations.
Education
MBA - Business
University of Phoenix
Tempe, AZBachelor of Arts - Sociology
Arizona State University
Tempe, AZSkills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
Timeline
Financial Advisor, CFP®, CPWA®
Raymond James & Assoc
09.2019 - Current
Financial Advisor
Merrill Lynch
07.2015 - 09.2019
Director of Student Services
University Of Phoenix
04.2003 - 07.2015
MBA - Business
University of Phoenix
Bachelor of Arts - Sociology
Arizona State University