Robert James Email & Phone Number
Senior Vice President, Advisor Support @ GradePoint Financial / 15 Wealth
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Robert James Location
- Houston, TX, US
Robert James Work
- Senior Vice President, Advisor Support @ (April 2025 - Present)
- Associate Vice President, Product Manager Financial Planning Services and Programs @ (May 2020 - April 2025)
- Director, Financial Planning and Education Center @ (August 2019 - April 2020)
- Manager, Financial Planning and Education Center @ (January 2017 - July 2019)
- Senior Financial Planning Consultant @ (June 2013 - December 2016)
- Financial Planning Consultant @ (May 2011 - May 2013)
- Investment Advisor Representative @ (May 2010 - May 2011)
- Quality Assurance Senior Analyst @ (January 1998 - September 2010)
Robert James Education
- The American College of Financial Services
Chartered Advisor for Senior Living®
- The American College of Financial Services
Chartered Financial Consultant®
- LeTourneau University
MBA
- University of Houston
BA
Robert James Skills
- Adult Education
- Business Coaching
- Client Relationship Building
- Client Retention
- Employee Benefits
- Employee Training
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Fixed Annuities
- Insurance
- Insurance Planning
- Internal Training
- Investments
- Leadership
- Market Development
- Microsoft Office
- Motivational Speaking
- Personal Development
- Portfolio Management
- Public Speaking
- Retirement
- Retirement Planning
- Securities
- Series 66
- Series 7
- Small Business
- Software Quality Assurance
- Software Training
- Strategic Financial Planning
- Virtual Training
- Wealth Management
- WebEx
Robert James Summary
- Robert James, based in Houston, TX, US, is currently a Senior Vice President, Advisor Support at 15 Wealth (formerly GradePoint Financial). Robert James brings experience from previous roles at Corebridge Financial. Robert James holds a Chartered Advisor for Senior Living® @ The American College of Financial Services. With a robust skill set that includes Adult Education, Business Coaching, Client Relationship Building, Client Retention, Employee Benefits and more. Robert James has 2 emails and 2 mobile phone numbers on RocketReach.
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