Joseph Smith Jr. Email & Phone Number
Financial Consultant and and Husband and and Father and and Community Memeber @ Equitable Advisors
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Joseph Smith Jr. Location
- Seattle, WA, US
Joseph Smith Jr. Work
- Financial Consultant and and Husband and and Father and and Community Memeber @ (January 2020 - Present)
- Partner @ ProMed Advisors (October 2012 - Present)
- Regional Vice President Western Division @ (March 2013 - March 2017)
- Financial Consultant @ (March 2007 - December 2019)
- Department Manager @ (January 2004 - January 2008)
- Department Manager @ (January 2004 - January 2006)
- Bat Boy and Club House Attendant @ (March 1995 - October 1995)
Joseph Smith Jr. Education
- University of Washington
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
Joseph Smith Jr. Skills
- Specialties,
- Financial Planning
- Estate Planning
- Retirement Planning
- Wealth Management
- Education Savings
- Risk Management and Insurance
- Business Succession Planning
- Tax-Advantaged Investment Strategies
- Term Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Investments
- Permanent Life Insurance
- Mutual Funds
- Exchange Traded Funds
- Business Deals
- Negotiation
- Annuities
- Traditional IRA
- Asset Managment
- Asset Allocation
- Sales Management
- Investment Advisory
- Team Building
- Team Leadership
- Profit Sharing
- Non Profit
- 457 Plans
- Health Insurance
- Key Man Insurance
- Buy Sell Agreements
- Outside Sales
- 529 Plans
- Finance
- Hands-on Training
- Team Mentoring
- Business Development
- Seminar Marketing
- Pharmaceutical Sales
- Medical Device Sales
- Registered Nurses
- Variable Life
- Variable Annuities
- Single Premium Immediate Annuities
- Bonds
- Equities
- 401k
- 401k Rollovers
- Referrals
- Single Premium
- Project Management
- Financial Services
- Hands on Training
- Services
- Sales
- Business Strategy
- Specialties
- Microsoft Excel
- Tax Advantaged Investment Strategies
- Risk Management
- Business Succession
- Public Speaking
- Tax Advantaged
Joseph Smith Jr. Summary
- Joseph Smith Jr., based in Seattle, WA, US, is currently a Financial Consultant and and Husband and and Father and and Community Memeber at Equitable Advisors. Joseph Smith Jr. brings experience from previous roles at ProMed Advisors, AXA Advisors, AXA Advisors, LLC and Nordstrom. Joseph Smith Jr. holds a Bachelor of Business Administration (B.B.A.) in Business Administration and Management, General @ University of Washington. With a robust skill set that includes Specialties,, Financial Planning, Estate Planning, Retirement Planning, Wealth Management and more. Joseph Smith Jr. has 2 emails and 1 mobile phone numbers on RocketReach.
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