Associate Director, Wealth Planner

• Mar 2022 - Present

Financial Planner/Client Service Manager

• Nov 2019 - Mar 2022

• Lead financial plan developer for our team using primarily NaviPlan and MoneyGuidePro financial planning software. • Client pipeline management, tracking and assisting clients in account rollovers and transfers. • Prepare presentations and other materials necessary for client meetings • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. • Prepare for client meetings by preparing deliverables, financial plans, create the agenda and summary of meetings, and provide necessary follow-up. • Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to Ameriprise home office, track new insurance applications and coordinate rollovers. Show less

Associate Brokerage Services Representative

• Jan 2019 - Jul 2019

• Resolved all needs with participants of employer-sponsored 401k retirement plans • Educated participants about all investments/options held within their specific retirement plan • Took ownership of each problem directly without being asked to ensure an outstanding client experience • Managed the team’s work requests to operations to ensure participant issues were being solved quickly • Resolved all needs with participants of employer-sponsored 401k retirement plans • Educated participants about all investments/options held within their specific retirement plan • Took ownership of each problem directly without being asked to ensure an outstanding client experience • Managed the team’s work requests to operations to ensure participant issues were being solved quickly

Insurance Service Representative

• Apr 2016 - Jan 2018

• Answer all insurance questions from Allstate insurance agents such as status of policies, billing, and insurance coverage • Solved 40-60 insurance phone calls per day with minimal supervision • Best schedule adherence in the department • Best customer service first call resolution on the team • Took ownership to solve problems for customers independently • Identified and resolved organizational problems through Root Cause Problem Solving • Answer all insurance questions from Allstate insurance agents such as status of policies, billing, and insurance coverage • Solved 40-60 insurance phone calls per day with minimal supervision • Best schedule adherence in the department • Best customer service first call resolution on the team • Took ownership to solve problems for customers independently • Identified and resolved organizational problems through Root Cause Problem Solving

Consumer Relations Representative

• Oct 2012 - Apr 2014