Financial Advisor and financial investment industry service
Resume:
JENNIFER
COTTLE
FINANCIAL SERVICES
REPRESENTATIVE
ad6l5p@r.postjobfree.com
Leawood, KS 66209
CONTACT
SKILLS
• Business Development
• Client Interactions
• Investment Advising
• Client Counseling
• Serve Client Needs
• Client Contact
• Customer Account Review
• Cash Flow Projection
• Client Meetings
• Presentations
• Customer Proposals
• Part owner small family practice
Dynamic professional with experience guiding clients through complexities of financial planning, and delivering individualized strategies tailored to specific needs and objectives of clients. Highly motivated individual with experience helping individuals and families achieve financial goals. Adept at developing and implementing customized financial plans to meet unique goals and objectives of each client.
CAREER OBJECTIVE
Part Owner of Larson Financial Services, Inc.
Larson Financial Services, Inc., Overland Park, KS As an owner in a small family owned Financial Advisory business, I had many various owner shared responsibilities over the years: managing small staff, payroll, working with our CPAs each year on company tax returns and business reports, marketing, managing company bank account by transferring bi-weekly broker dealer commissions, running commission reports to determine profitability, working with outside company annually to provide information on all aspects of our business to generate an annual Evaluation of our company, organizing client appreciation events each year, meeting with wholesalers as needed on investments provided to our clients. Financial Advisor
Larson Financial Services, Inc., Overland Park, Kansas EXPERIENCE
January 2007 - Present
January 1994 - Present
• Educated clients on the various investment options available to them. Advised clients on investment strategies that best suited their individual needs and goals.
•
Developed financial plans for clients to ensure their long-term financial stability and growth.
•
Identified financial needs of customers through effective questioning and
• listening techniques.
Provided guidance regarding cash flow management techniques tailored towards individual requirements.
•
• Explained complex financial concepts in a clear and concise manner to clients. Conducted due diligence research before recommending any product or service
• to a client.
Educated clients about the importance of diversification when investing across multiple asset classes.
•
Monitored the performance of investments and provided regular reports to clients.
•
Created and maintained comprehensive financial plans that analyzed client's investment allocation.
•
Generated customized portfolio reviews for each client according to their
• specific objectives.
Established relationships with external advisors such as attorneys, accountants or estate planners.
•
Developed custom financial strategies for clients to help them reach their long- term financial goals.
•
Implemented asset allocation models designed to maximize returns while
• minimizing risks.
Answered clients' questions about purposes and details of financial plans and strategies.
•
• Contacted clients periodically to determine changes in financial status. Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate need for plan reassessment.
•
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan.
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Guided clients in gathering information, such as bank account records, income tax returns, life, and disability insurance records, pension plans, or wills.
•
Prepared and interpreted for clients information, such as investment
• performance reports, financial document summaries, and income projections. Bachelor of Science (B.S.) in Finance
University of Colorado Boulder, Boulder, CO
EDUCATION
May 1988
CERTIFICATIONS
• Series 7
• Series 65
• KS and MO Life Insurance licenses
I am also part owner of Larson Financial Services, Inc which is a family owned practice. ADDITIONAL INFORMATION
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