Financial Coach

• Sep 2020 - Present

Financial Advisor

• Aug 2019 - Sep 2020

Sr. Activation Specialist/Financial Planning Consultant

• Jun 2018 - Jun 2019

• Routinely traveled to assigned offices and engaged advisors and staff in 1-1 or group sessions to review input and output of the software, going over the steps of the financial planning process, and practicing sales language. • Engaged with local office leadership to develop strategies to create long-term engagement with new and tenured advisors in office via email campaigns and targeted financial planning trainings. • Partnered with local technology coaches in assigned offices to increase planning and client engagement metrics through software usage across multiple platforms. • Worked with the corporate office Financial Planning Services team to review and approve plans built through the proprietary planning software. Show less

Financial Planner

• May 2017 - Jun 2018

• Managed a book of business with over 200 clients, including high-net worth and complex clients. Coached them about financial wellness through quarterly check-in’s and re-plans. • Leveraged a client-driven internal platform and external resources to educate individuals on the topics of insurance, emergency funds, debt payoff, saving for retirement, buying a home, and estate planning. • Worked with a team of planners to enhance the client experience through updating platform content (articles and challenges) and writing new email standards. • Recognized for participation in the beta testing of in-house proprietary planning software through submitting plan errors and design suggestions to the software development team, which led to improved functionality. Show less

Multichannel Team Email & Correspondence Associate/Customer Relationship Associate

• Nov 2010 - May 2017

• Engaged clients in enhanced investment discussions for retail, retirement, and 529 accounts and placed trades • Researched and reviewed client inquiries via email and achieved a constant 99% quality rate on all emails sent • Created customized correspondence for high net worth clients for complicated tax issues, house closings, and brokerage account resolutions • Engaged clients in enhanced investment discussions for retail, retirement, and 529 accounts and placed trades • Researched and reviewed client inquiries via email and achieved a constant 99% quality rate on all emails sent • Created customized correspondence for high net worth clients for complicated tax issues, house closings, and brokerage account resolutions

Management Trainee

• Aug 2009 - Aug 2010

• Involved in the daily management of a local branch. Learned to excel in customer services, sales and marketing, finance, and operations. • Completed several rotations at local branches and Phoenix Sky Harbor airport, and placed in the top 10 for local airport sales. • Effectively represented the local branch by directly interacting with customers by phone, booking reservations, and providing services tailored to each customer’s needs. • Involved in the daily management of a local branch. Learned to excel in customer services, sales and marketing, finance, and operations. • Completed several rotations at local branches and Phoenix Sky Harbor airport, and placed in the top 10 for local airport sales. • Effectively represented the local branch by directly interacting with customers by phone, booking reservations, and providing services tailored to each customer’s needs.