Jim Buchholz

VP Wings Financial Advisors @Wings Credit Union

Minneapolis, MN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2013 — Present

VP Wings Financial Advisors @Wings Credit Union

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Minneapolis, MN, US

Leading a team of financial advisors and client service coordinators that help Wings\' members improve their personal financial wellness. Leading other non-interest income programs that help Wings\' members address any personal financial need they may have.Founded in 1938 by a group of seven airline employees, Wings Financial has grown to become one of the nation’s largest credit unions – and the first dedicated exclusively to serving the men and women of the U.S. air transportation industry. While much has changed in our nearly 77 years of existence, our commitment to unsurpassed member service and superior financial products remains the same. Today, Wings is proud to serve employees from many companies in the aviation industry as well as residents in the Twin Cities metro area.

EDUCATION

N/A

St. Cloud State University

BS

N/A

University of Minnesota - Carlson School of Management

MBA

SKILLS

Financial Wellness Program Sales and ManagementIndependent Financial AdviceExecutive ManagementManagementStrategic Financial PlanningTeam BuildingFinancial InstitutionsNew Venture DevelopmentStrategic Account ManagementRetirement PlanningWholesalingLong-Term Care Insurance SalesWorksite Financial EducationOperating BudgetsTeam LeadershipRetirement IncomeComplianceChannel OptimizationStrategic PlanningMutual FundsWholesaling to Financial AdvisorsAsset ManagmentSalesforce.com ImplementationRetail BankingLeadershipNew Hire TrainingRelationship ManagementChannel StrategyPersonal Financial PlanningRecruitingFixed AnnuitiesChannel SalesStrategyManagement ConsultingCross-Functional Team LeadershipVariable LifeLegal ComplianceFinancial Product DevelopmentVariable AnnuitiesHealth Savings Accounts

ABOUT JIM BUCHHOLZ

As the Vice President of Wings Financial Advisors, I coach my staff of passionate…

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Jim Buchholz — VP Wings Financial Advisors at Wings Credit Union in Minneapolis, MN, US | Unifers