Michael Smith
Omaha
Summary
Financial leader who drives results, builds high-performing teams, and generated $30M+ in new client assets through Q2 2025. Recognized for decisive problem-solving, strategic thinking, and client-first leadership.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
JS Financial, Inc
11.2025 - Current
- Build customized portfolios and financial plans for mass-affluent/HNW clients in a $1.4M revenue practice, incorporating annuities, alternatives, and tax-efficient strategies.
- Conduct investment research, prepare client proposals, execute trades, and maintain flawless CRM/compliance records.
- Act as primary client contact, handling onboarding, communications, scheduling, and high-touch service for 180+ relationships.
Relationship Banker
JP Morgan Chase Bank NA
05.2025 - 10.2025
- Consulted with clients to deliver tailored banking, lending, and investment solutions, driving a 14% increase in client acquisition.
- Boosted digital adoption 27% through coaching and streamlined account management.
- Elevated overall branch performance 18% by simplifying complex financial concepts and producing top quartile partner referrals.
Investment Solutions Representative
Fidelity Investments
10.2024 - 05.2025
- Consulted with clients to deliver tailored banking, lending, and investment solutions, driving a 14% increase in client acquisition.
- Boosted digital adoption 27% through coaching and streamlined account management.
- Elevated overall branch performance 18% by simplifying complex financial concepts and producing top quartile partner referrals.
Customer Relationship Advocate
Fidelity Investments
08.2023 - 10.2024
- Supported 100+ clients weekly and led a 20-person team, raising call quality and client satisfaction 14% and ranking in the top 10% nationally.
Education
Bachelor of Science - Finance
Western Governors University
Salt Lake City, UT01-2026
Skills
- Compliance management
- Retirement planning
- Portfolio management
- Asset allocation
- Investment strategies
- Know your customer
Certification
• FINRA SIE • FINRA Series 7 • FINRA Series 63 • FINRA Series 66 • Nebraska Life, Health, Accident or Sickness Producer
Timeline
Wealth Management Associate
JS Financial, Inc
11.2025 - Current
Relationship Banker
JP Morgan Chase Bank NA
05.2025 - 10.2025
Investment Solutions Representative
Fidelity Investments
10.2024 - 05.2025
Customer Relationship Advocate
Fidelity Investments
08.2023 - 10.2024
Bachelor of Science - Finance
Western Governors University