Jeremy Schmidt, CFP®, RICP®, AWMA®

Jeremy Schmidt is a visionary leader with proven experience in delivering expected business outcomes by establishing trust-based, sustainable relationships with stakeholders and aligning them around business goals. He excels in communication with all categories of an audience, including corporate functions, executives, and field leaders. His extensive knowledge of business development, strategic planning, change management, communications, leadership development, and learning, complemented by his aptitude for process improvement and team building, empowers him to manage complex programs focused on maximizing advisory practice growth and enhancement.

With solid educational credentials, including a CFP®, RICP®, Personal Finance program from The American College, an Accredited Wealth Management Advisor, and Wealth Management program from the College for Financial Planning, Jeremy is an expert in strategic planning, business development, practice management, Agile transformation, learning and development, and process improvement in the financial sector.

His strengths in winning others over (WOO), his positivity, learner characteristics, connectedness, and communication skills, as outlined in his Strengthfinders Top 5, standout him from other leaders.

Jeremy's professional career includes several leadership positions at reputed firms such as RBC Wealth Management, Thrivent Financial, Northwestern Mutual, and Primerica Financial Services. He served in various advisory and planning specialist roles, including Senior Change Management Consultant, Business Development Consultant, Sr FR Career Development Specialist, Financial Planning Specialist, Para-planner/ Technology Coordinator, and Financial Sales Representative.