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Skills

  • Client retention and satisfaction improvement
  • MS Office
  • Team building
  • Education funds
  • Process improvement
  • Financial planning
  • Business Development
  • Trend analysis expertise
  • Financial goal achievement tracking
  • Team management

Work Experiences

  • Completed over 8-quarter period.
  • Collaborated with tax attorneys and estate planners.
  • Closed 17 deals.
  • Achieved growth over a 2015-year span.
  • Audited existing investment portfolios for compliance against regulatory standards, resulting in a 14 savings against potential penalties.
  • Built long-term relationships with 12 clients.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Audited investment portfolios for compliance.
  • Achieved tax deferral over a 2-year span.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.

Summaries

  • Wealth Consultant with 11 years of experience working with financial products.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Strengths in team leadership and process improvement backed up by Miscellaneous training.
  • Wealth Consultant is a multi-talented Wealth Consultant who is consistently rewarded for planning and operational improvements.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Accomplished in leading interactive tax-efficient investment seminars, drawing over 10 participants and securing new prospective clientele.
  • Adept at working with legal and tax experts.
  • Achieved Employee of the Year for exceeding revenue targets.
  • Achieved results during a 3-month trial phase.

Accomplishments

  • Advised on optimal debt restructuring, resulting in a 5 cost savings for the client over the fiscal year.
  • Liaised with tax advisors to create customized wealth transfer plans, resulting in an effective $15 wealth preservation.
  • Improved asset allocation strategies, driving a 76% increase in average annual return for high-net-worth clients.
  • Successfully carried out wealth transfer planning resulting in $16 of assets being smoothly transitioned while minimizing tax liabilities.
  • Achieved a 15% increase in client retention through personalized wealth management strategies that emphasized client-specific risk tolerance.
  • Documented and resolved process which led to framework.
  • Provided ongoing portfolio management support, contributing to a 52% rise in client satisfaction and a 16% increase in referrals.
  • Led the restructuring of underperforming portfolios, achieving a 18% increase in client earnings within 10 months.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with portfolio managers to deliver comprehensive performance reports, improving client transparency and satisfaction scores by 21% points.

Affiliations

  • Certified Investment Management Analyst (CIMA)
  • Association for Financial Professionals (AFP)
  • Institute of Wealth Management (IWM)
  • Chartered Financial Analyst (CFA) Institute
  • Society of Financial Service Professionals (SFSP)
  • Investment Management Consultants Association (IMCA)
  • Toastmasters
  • International Council of Nurses
  • National Association of Social Workers
  • Association for Corporate Growth (ACG)

Certifications

  • FINRA Series 65: Investment Adviser Representative License
  • Certified Business Analysis Professional (CBAP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Financial Planner (CFP)
  • ServSafe
  • Google Certified Professional Cloud Architect
  • Certified International Wealth Manager (CIWM)
  • Retirement Income Certified Professional (RICP)
  • Certified Public Accountant (CPA)
  • Accredited Investment Fiduciary (AIF)

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