David Schubert, CFP®

Experience

• 

  New York Life Insurance Company

  Aug 2019 - May 2021

  Financial Advisor

  • Worked closely with a top 20 New York Life financial advisor, helping manage a 4000+ client book and making 100-150 calls per week.• Conducted daily outbound calls for client reviews and identified planning opportunities.• Identified and consolidated client assets, collaborating with estate planning attorneys and accountants to create customized solutions for high net worth clients.• Experience using eMoney.

• 

  Fidelity Investments

  May 2021 - Jun 2022

  Financial Representative

  • Branch operations – Depositing checks, checking paperwork, account opening, problem solving for clients etc.• Furthering the branch business – Making outbound calls, identifying leads, and sending them to the proper advisor, building relationships with clients, stepping in and taking meetings for advisors when needed.

• 

  Vanguard

  Jun 2022 - Mar 2024

  Financial Advisor

  • Financial Planning – Gathering client information, collaborating with client to create financial goals and objectives, analyzing current course of action, developing financial plan, presenting and implementing plan. • Bringing in new assets and working with current clients who have need to adjust their plan.• Coach new advisors in all aspects of their job (financial planning software, working with clients, areas of financial planning).

• 

  Carrington Group, LLC

  Mar 2024 - now

  Senior Advisor