Blake Riddle
Investment Advisor
- Role
- Financial Consultant - Client Growth and Retention at Edelman Financial Engines
- Location
- North Richland Hills, TX, US
- LinkedIn followers
- 500 followers
About Blake Riddle
Results-driven United States Air Force Veteran with a proven track record of leadership, collaboration, and performance excellence. A proactive professional who thrives in fast-paced environments, consistently exceeding objectives while fostering high-performing teams. Committed to integrity, reliability, and creating positive workplace cultures. Adept at building meaningful client relationships, driving business growth, and leveraging analytical skills to optimize financial solutions.
Experience
Financial Consultant - Client Growth and Retention
Mar 2026 — Present · TX, US
Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives.Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently.Educates client on financial, investment, debt management, and retirement planning strategiesWorks with high emotional intelligence, developing an unwavering environment of client trust.Excels in a consistent, structured work environment.Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful.
Education
Burke High School
High School
2001 — 2005
Grand Canyon University
Bachelor's Degree
2016 — 2019
United States Air Force Technical School
Certificate
2009 — 2010
Vatterott College
Diploma and Certification
2013 — 2014
Skills
- Sales
- Fitness
- Management
- Social Media
- Business Relationship Management
- Leadership
- Retail
- Personal Training
- Organization Skills
- Sales Operations
- Inventory Management
- Customer Service
- Event Planning
- Wellness
- Retail Category Management
- Direct Sales
- Interpersonal Communication
- Veterans
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