James Hargrave
Director of Financial Planning at My Financial Coach (MFC)
- Role
- Director of Financial Planning at My Financial Coach Mfc
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About James Hargrave
Accomplished Financial Advisor and Certified Financial Planner (CFP®) with 10+ years of experience driving new business development, competitive market share expansion, and delivering world-class relationship management. Effective in developing and nurturing strong relationships with a diverse group of clients. Adept at delivering client planning needs through a comprehensive approach to total wealth, life goals, and objectives. Able to provide financial analysis such as portfolio review, rebalancing, data gathering, financial plan development and preparation, and client implementation.
Experience
Director of Financial Planning
Nov 2018 — Present · Scottsdale, AZ, US
Helped co-develop MVP for the client\'s financial planning experience- Built out initial processes that utilize E-Money, DocuSign, and Salesforce. Integrated Calendly and Drift at later points- Co-created advice strategy, training material, and brand voice for new coaches- Manage Advice Standards - Run training and feedback sessions with new coaches- Manage Client Book: This involves taking client calls, building out financial plans, and answering financial questions via email- Assist in B2B sales presentation as needed- Help build out marketing content including content for sale presentations, company videos, and co-branding materials with our SME(s)- Work with employers to create an onboarding strategy and then implement it.
Education
Missouri Valley College
Bachelor's Degree, Bachelor of Science in Business Administration: Emphasis in Marketing and Management, 3.55
2007 — 2010
Columbia College
Master of Business Administration (M.B.A.), Master of Business Administration, 3.75
2011 — 2013
State Fair Community College
Associate's Degree, Associate of Art, 3.42
2006 — 2007
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