Jason Weaver
Financial Advisor @B.O.S.S. Retirement Solutions
Boise, ID, US
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WORK HISTORY
Aug 2024 — Present
Financial Advisor @B.O.S.S. Retirement Solutions
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Meridian, ID, US
I work primarily with clients near or newly retired. I guide them through the Social Security election process, how to allocate their assets, and most importantly ensure that they will not outlive their retirement savings. I also help clients with general and complex tax planning strategies, as well as insurance options and estate planning needs.
SKILLS
Customer RelationsCustomer ServiceFundraisingProblem SolvingStrategic PlanningSales ManagementRvOutdoor RecreationLightingPayrollProfitEmployee BenefitsCustomer SatisfactionAdvertisingBudgetsTeam BuildingPurchasingSalesRetailInventory ManagementTrainingNew Business DevelopmentLeadershipForecastingSmall BusinessManagementAutomotiveSellingCustomer RetentionAccount ManagementStrategic Financial PlanningP&LIncome StatementSales OperationsNegotiationSales ProcessP&L ManagementBusiness PlanningOperations ManagementFinancial Planning
ABOUT JASON WEAVER
With a solid track record in financial planning and analysis, our team at B.O.S.S…
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