John Hosmer
Financial Consultant | Helps busy executives and their families get on track for retirement |
- Role
- Regional Vice President at Equitable Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About John Hosmer
Since the Fall of 2016, I have been building my practice focused on educating both working and retired state employees about their benefits. Throughout my time as a retirement specialist, the core foundation of my business has been entirely focused on providing clarity and peace of mind to my clients’ future planning goals. I am passionate about building long-term relationships and providing an exceptional experience that redefines expectations in a client to advisor relationship. While maintaining the day to day advisory operations for my client\'s needs, I also help co-manage one of Equitable\'s perennial top 10 teams of 40+ financial planning professionals. My focus is to help train, coach, and mentor new advisors joining our organization in order to maximize their success. If you’re a motivated, self-starter that is looking to change their life by changing the lives of other, feel free to connect with me.
Experience
Regional Vice President
Aug 2021 — Present · Bellevue, WA, US
Transitioned to Regional Vice President and began hiring a team of new advisors.Continued building my personal practice, as well as, assisted others in forming their businesses from scratch.Trained new advisors to understand what it means to be a financial planner.Educated the team on how to lead prospects and clients through a holistic financial planning process that serves their clients and communities.Taught new advisors how to communicate with new clients, as well as overcome adversity and objections that come naturally with a sales process.
Education
University of Puget Sound
Bachelor of Arts - BA, International Business
2011 — 2015
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