Eliot Zeigler
Chartered Financial Consultant® | Certified Financial Planner Candidate
- Role
- Financial Advisory Director at Experior Financial Group
- Location
- Harrisburg, PA, US
- LinkedIn followers
- 500 followers
About Eliot Zeigler
As a Chartered Financial Consultant and Certified Financial Planner Candidate, I offer…
Experience
Financial Advisory Director
Oct 2024 — Present · Harrisburg, PA, US
Develop and execute sales strategies to drive new business, enhance client retention, and grow assets under management (AUM) across financial services, including investment management, retirement planning, tax optimization, and estate planning. Utilize expertise in portfolio construction, asset allocation, and risk management to maximize client outcomes.Cultivate relationships with institutional clients, family offices, independent RIAs, and HNWIs, offering tailored financial solutions (e.g, alternative investments, ESG). Use CRM tools like Salesforce to ensure high-touch service and client satisfaction.Set and track sales targets, KPIs, and metrics to drive AUM growth and product penetration. Refine strategies with data-driven insights, optimizing closing rates and ensuring year-over-year revenue growth across fee-based, commission-based, and hybrid models. Implement ad-hoc strategies to address performance gaps.Lead, coach, and develop a high-performing sales team, focusing on financial planning, investment products, and regulatory knowledge (e.g, SEC, DOL fiduciary standards). Foster a culture of continuous improvement and collaboration.Monitor industry trends, competitors, and regulatory changes to identify new growth opportunities. Conduct ad-hoc competitive analyses to ensure offerings remain differentiated. Stay informed on key developments in investment products and market shifts to adjust sales strategies.Collaborate with portfolio managers, compliance, operations, and marketing to deliver integrated client solutions. Utilize systems like Aladdin and Bloomberg to enhance decision-making and ensure efficient service delivery.
Education
Penn State University
Bachelor's degree, Energy Business and Finance
2015 — 2019
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