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Click here or scroll down to respond to this candidateCandidate's Name
Professional SummaryA highly motivated professional with a passion for helping people gain financial freedom, seeking a challenging career as a Financial Advisor, a supportive workplace, a family-oriented environment, and growth opportunities. View challenges as opportunities, strive in a fast-paced environment requiring strong organizational and communication skills, and continuously explore opportunities to improve performance, knowledge, and brand. When assessing situations, identifying needs, and creating innovative solutions, I have developed a reputation for being decisive, demonstrating initiative, and utilizing critical thinking skills. Exceptional attention to detail, disciplined with a strong work ethic. Lead By Example and Set The Pace.AccomplishmentsArmy Achievement MedalCertificate of AchievementBasic Leadership CourseNon-Commissioned Officer Professional Development Ribbon Work HistoryEdward Jones- Financial AdvisorColleyville, Texas11/2022-PresentManaged 63 clients portfolios, with in-depth financial assessments to identify clients needs and objectives, forming the basis for customized financial plans.Provided regular updates and reviews of financial plans and investment performance. Accrued 1.5M of outside assets in 8 months with a total of 4.5M AUC.Advised clients on Retirement planning, including the setup and management of 401Ks, IRAs, Annuities with Lifetime income and other insurance and financial products, ensuring a secure financial future.EMAIL AVAILABLEPHONE NUMBER AVAILABLESkillsWillingness to LearnTeamworkWealth ManagementLeadershipFinancial PlanningPublic SpeakingRecords reviewCommunicationRetirement PlanningPersonnel ManagementRisk AssessmentsBriefing leadershipAttention to DetailEducationUniversity of Maryland Global CampusJoint Base Lewis McChordAssociates Degree- General Business04/2022Bachelor of Science: Studying BusinessAdministration- CurrentCertificationsSeries 7 license - Completed 11/2022Series 66 license - Completed 12/2022Life and Health Insurance- 1/2024Key Bank- Financial Wellness Consultant-Mukilteo, Washington05/2022- 11/2022This role is fast paced. Interacting with 40 people or more all day- in wellness conversations impromptu and by phone, processing transactions, or greeting clients as they arrive.Consistently providing exceptional client experience by helping to create a welcoming environment in our branches and acquiring 3M in investments.In this role Ive called High Value clients a day to introduce myself and see how their business was at Key and tried for upselling if it fitted what was best for the clients. The field- canvassing, setting appointments, calling on local businesses.Developing strong partnerships with colleagues across various lines of business.Ensuring compliance with operational, security and audit procedures and policies including proper documentation. US Army Non- Commissioned Officer - Team LeaderJBLM, Washington05/2018 04/2022A collaborative and supportive team leader, I established an environment that encourages participation, develops a solid approach to achieving goals, and promotes accountability.Maintained awareness of subordinates' problems and shortcomings, supporting personal and professional growth.Upheld code of conduct and maintained professionalism in stressful situations.Completed Basic Leadership Course upon receipt of Sergeant as part of leadership development.Coordinated with unit leadership and direct superiors for taskings and managed subordinates to execute organizational goals.Coordinated treatment and placement activities while supervising a team of four.The White Glove Team - Janitorial TechnicianNorth Richland Hills, Texas08/2006 04/2018Owner of "The White Glove Team" and performed Janitorial services for 4 Commercial Businesses.Aided with training and development of team members.Leveraged sales ability to promote products and capitalized on upsell opportunities.Maintained cleaning supplies inventory for four businesses and replenished depleted items.Maintained employee records of work hours, budgets, and payrolls.Worked with building managers to assess ongoing needs, plan preventive maintenance and cleaning schedules, and negotiate payments. |
