Title: Assistant Vice President and Wealth Management Client Associate
Company: Merrill Lynch
Location: Spokane, Washington, United States
Jennifer M. Mathiason, assistant vice president and wealth management client associate at Merrill Lynch, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance and business.
Ms. Mathiason, assistant vice president of client associate wealth management at the HB&H Wealth Management Group at Merrill Lynch, has been in her position since 2022. She is well-versed in the investment side of the business and excels in financial management, helping financial advisors connect with clients. Beginning her career in banking and finance at a young age, Ms. Mathiason joined Safeway, where she engaged in customer service tasks, like sending MoneyGrams and cashing checks. She then became a teller and continually progressed.
Founded in 1914, Merrill Lynch is one of the world’s largest wealth management financial services organizations. Similar to the company’s goal of maintaining a deep commitment to putting their clients’ interests first, Ms. Mathiason strives to maintain a customer service-oriented approach to business.
Before joining Merrill Lynch, Ms. Mathiason was an assistant vice president and financial center manager at Bank of America from 2016 to 2022. She also served as a vice president and hub branch manager at Banner Bank for over a decade, beginning in 2000. Throughout her career, Ms. Mathiason has drawn success from her ability to grow and learn independently. She takes the initiative to learn independently about products, services and experiences and actively pursues them. Moreover, she enjoys exploring opportunities and takes proactive steps to improve her career and capabilities.
Highly qualified in her industry, Ms. Mathiason possesses Series 7 and securities industry essentials licensure. She is presently pursuing a Series 66 to further advance her career. Passionate about expanding her knowledge, Ms. Mathiason is also considering obtaining a bachelor’s degree.
Active in her community, Ms. Mathiason is an ambassador and member of Greater Spokane Incorporated, a Chamber of Commerce and Economic Development Council in the Northern region of Washington. The organization partners with local businesses, the community, nonprofits, and the surrounding area of the state to enhance the regional economy. Ms. Mathiason is also active in volunteerism with charitable organizations like Meals on Wheels and My Sister’s Closet.
Among her most notable accomplishments during her tenure in finance, Ms. Mathiason successfully retained approximately 70% of clients after a previous financial advisor had resigned. She was able to transition them all smoothly, which made a significant difference.
Ms. Mathiason attributes her success to her expertise in wealth management, retirement financial services and the strong client relationships she has developed. She also has a tenacious and driven outlook on business and is considered a go-getter. Furthermore, Ms. Mathiason is highly motivated to excel by her daughter, who has been a significant source of inspiration. Ensuring she has everything she needs to succeed in life motivates her daily.
Grateful for her continued success, Ms. Mathiason enjoys making a difference and witnessing her clients thrive because of her hard work and dedication. As she anticipates the future, she intends to pivot into a sales position or become a financial advisor. She would also consider a position that bridges the gap between client associate and financial advisor, focusing on client acquisition and prospecting, or pursue a path in operations management as part of an operations management team.
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