Dale Baake
Powhatan
Summary
Dynamic Financial Advisor with a proven track record at Northwestern Mutual Wealth Management, specializing in relationship building and financial advising. Excelled in asset allocation and client relations, significantly enhancing client portfolios and satisfaction. Leveraged sales expertise and attention to detail to surpass client expectations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor / Growth & Development Director
Northwestern Mutual Wealth Management
02.2008 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Assisted clients with budgeting and cash flow management.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Managed a team of staff and financial advisors
- Help advise clients in the areas of insurance, investments, and retirement planning
- Helped businesses with employee benefit plans
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
Financial Advisor Intern
Virginia Asset Management
05.2007 - 08.2007
- Participated in ongoing professional development activities to stay current on industry trends and best practices in financial advising.
- Assisted in preparing monthly account statements reflecting accurate balances and transactions for each client''s portfolio.
- Expanded knowledge of diverse investment products by conducting research on stocks, bonds, mutual funds, ETFs, annuities, insurance policies.
- Facilitated educational workshops on various financial topics, empowering clients to make well-informed decisions about their finances.
- Assisted senior advisors with financial planning implementation with clients
- Streamlined internal processes to increase efficiency within the advisory team, maximizing productivity.
- Collaborated with senior advisors to develop tailored investment strategies, enhancing client experience and outcomes.
- Supported organizational account management duties under direct supervision.
Education
Bachelor of Science - Finance & Business Marketing
Longwood University
Farmville, VA05-2008
Skills
- Relationship building and management
- Sales expertise
- Attention to detail
- Financial advising
- Debt management
- Sales and marketing
- Risk assessment
- Client relations
- Asset allocation
- Account performance reviews
- Budgeting advice
- Customer service
- Time management
- Verbal and written communication
- Investment portfolio management
Affiliations
- Longwood University College of Business Advisory Board
- Virginia Estate Planning Council Member
- Old Powhatan Baptist Church Finance Committee Member
Certification
Federal & State Licensed with FINRA and SIE for Insurance, Annuities, and Investments
Timeline
Financial Advisor / Growth & Development Director
Northwestern Mutual Wealth Management
02.2008 - Current
Financial Advisor Intern
Virginia Asset Management
05.2007 - 08.2007
Federal & State Licensed with FINRA and SIE for Insurance, Annuities, and Investments
Bachelor of Science - Finance & Business Marketing
Longwood University
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