Haley Hausman
Savage
Summary
Dynamic financial leader with extensive experience at Charles Schwab/TD Ameritrade, specializing in wealth management and personalized financial planning. Proven track record of managing $625 million in client portfolios, excelling in client relations. Strong interpersonal skills drive client engagement and satisfaction, implementing tailored solutions that achieve long-term financial goals. Expertise validated through Series 7, 66, and Minnesota health/life insurance licenses.
Overview
13
13
years of professional experience
1
1
Certification
Work History
VP, Financial Consultant
Charles Schwab
Edina
2021.06 - Current
- Directed $625 million in client portfolios through personalized one-on-one service, incorporating advice solutions, and engaging with clients to assess assets, expenses, and investment objectives for tailored financial planning.
- Expanded discretionary and non-discretionary advice solutions within client portfolios, aligning with goal-based financial plans, amounting to $90 million.
Senior Financial Consultant
TD Ameritrade
Edina
2019.03 - 2021.06
- Oversaw $390 million in client portfolios, leveraging full spectrum of guidance solutions, goal-based planning, and discussing key wealth management issues for clients above $500,000.
- Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
Financial Consultant
TD Ameritrade
Edina
2018.03 - 2019.03
- Advised and educated existing clients on a wide range of services including goal planning and recommendations of TD Ameritrade Investments Management Services.
- Executed contact management strategy with clients below $500,000 to maximize daily opportunities and to grow clients into a book of business.
Financial Advisor
Edward Jones
Mahtomedi
2014.09 - 2018.03
- Established business through proactive door-to-door networking and client referrals.
- Developed trusting partnerships with clients by providing personalized solutions designed to assist families and individuals in attaining sustainable financial success.
Financial Advisor Intern
Edwards
Eagan
2012.05 - 2012.09
- Partnered with advisor to enhance client base, increase networking opportunities, execute solutions, and preserve current client relationships.
- Organized, managed, and facilitated educational seminar event for 65 existing clients.
Education
Bachelor of Arts - Marketing
University of St. Thomas
Saint Paul, MN2014-05
Skills
- Wealth management
- Financial planning
- Portfolio management
- Client relations
- Investment strategy
- Regulatory compliance
- Risk assessment
- Performance monitoring and evaluation
- Customer education
- Salesforce
- Door-to-door prospecting
- Strong interpersonal skills
Certification
- Series 7- General Securities Representative Examination
- Series 66- Uniform Combined State Law Examination
- Minnesota Life and Health Insurance Licenses
Timeline
VP, Financial Consultant
Charles Schwab
2021.06 - Current
Senior Financial Consultant
TD Ameritrade
2019.03 - 2021.06
Financial Consultant
TD Ameritrade
2018.03 - 2019.03
Financial Advisor
Edward Jones
2014.09 - 2018.03
Financial Advisor Intern
Edwards
2012.05 - 2012.09
Bachelor of Arts - Marketing
University of St. Thomas