Todd Oberle
Advisory Support Specialist III at Avantax Wealth Management℠
- Role
- Advisory Support Specialist Iii at Avantax
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Todd Oberle
Experienced Senior Sales Leader and Strategic Business Partner with a demonstrated…
Experience
Advisory Support Specialist Iii
May 2020 — Present · Dallas, TX, US
The Advisory Support Specialist acts as a product sales specialist and supports Advisors with the Advisory platform. The Advisory Specialist will develop partnerships with financial advisors, managing a pipeline of cases to drive Advisory net flows. The Advisory Specialist is responsible for developing and implementing a business plan and sales strategy to ensure the achievement of goals
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance, General
1989 — 1994
Skills
- Financial Planning
- Finance
- Financial Services
- Retirement Planning
- Financial Advisory
- Wealth Management
- Management
- Strategy
- Series 63
- Portfolio Management
- Retirement
- Investments
- Asset Allocation
- Mutual Funds
- Series 7
- Sales
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