Financial Vice President

Steven Jablonski, CFP , CRPC , CHFC

** ****** ***** ****

Malvern, PA 19355

610-***-****

abndmc@r.postjobfree.com

Expertise

. 10+ Years seasoned financial professional in the financial services

industry

. Compliance responsibility with internal risk management

policies/procedures and outside regulations

. Broad knowledge of Equities, Fixed Income, Mutual funds, Insurance

and Annuity Products

. Advisor Training and Development

. Strategic Financial Planning for High net worth clients 500K and above

investable assets

. Investment advice, wealth planning, trust services and tax planning

. Proactive Service Model

. Strong public speaker and presenter for client and prospect seminars

. Advisor Recruitment

Selected Accomplishments

Field Vice President/Registered Principal

Create and conduct client seminars, special events and educational meetings

Comprehensive investment product and capital markets knowledge

Conduct targeted prospecting activities including cold calling, direct mail

campaigns, marketing campaigns, face-to-face client meetings as well as

national and regional industry conferences

Worked in tandem with FCS to ensure regulatory and legal compliance is

strictly adhered to

Superior relationship management and presentations skills

Achieved #1 standing in country for growth in High Value Client acquisition

Increased advisory site sales force by over 165%

Managed day-to-day operations of 25-person financial advisory site

Ranked #1 in Region for Client Acquisition 3 years standing

Comprehensive Financial Advisor

. Leveraged in-depth product knowledge of all investment vehicles including

mutual funds, variable annuities, CDs, and insurance products

. Create and conduct client seminars, special events and educational

meetings

. Analyzed financial goals and needs of retail client base and designed

comprehensive financial plans

. Ability to achieve results independently at a consistently high level

. Recipient of prestigious Mercury Award for new client acquisition and

production

. Attained Client Satisfaction High Score in annual Client Satisfaction

Survey

. Cultivated long-term relationships with clients through regular service,

follow-up, and portfolio review

. Earned Presidents Recognition Award for quality of advice

Professional Experience

Ameriprise Financial, Exton, PA

Comprehensive Financial Advisor 2/09-

present

(sold franchise to Ronzano and Associates)

Ameriprise Financial, West Chester, PA

Comprehensive Financial Advisor 11/06-

01/09

(franchise owner)

Ameriprise Financial, West Chester, PA

(Formerly American Express Financial Advisors)

Field Vice President/Registered Principal 03/00 - 11/06

American Express Financial Advisors, West Chester, PA

Comprehensive Financial Advisor 01/95 - 03/00

Education

CORNELL UNIVERSITY, B.S. BUSINESS MANAGEMENT

Professional Designations

Certified Financial Planner (CFP )

Chartered Retirement Planning Counselor (CRPC )

Chartered Financial Consultant (CFC)

Certified Fund Specialist (CFS)

FINRA Series 7, 63, 66, 51, 24

Life, Accident and Health

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