Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Michael Bryant

Minneapolis

Summary

Driven and personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing planning, investment, insurance, tax, and estate strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.


Overview

3
3
years of professional experience

Work History

Financial Planning Associate

CAPTRUST
06.2023 - 02.2025
  • Collaborated with senior financial planners to develop innovative solutions for complex financial situations, resulting in successful long-term plans.
  • Developed and improved financial plans and analyses by utilizing the eMoney software.
  • Assisted in the development and implementation of a new client onboarding process, leading to improved client satisfaction.
  • Enhanced financial planning strategies by analyzing client financial information and developing comprehensive plans.
  • Supported senior advisors in managing client relationships by scheduling meetings, preparing materials, and coordinating follow-up communications.
  • Maintained accurate records of client interactions and transactions, ensuring compliance with company policies and industry regulations.
  • Educated clients on financial topics and best practices.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Contributed to a positive work environment by fostering strong relationships with colleagues across various departments within the company.

Student Caller

Iowa State University Foundation
09.2021 - 06.2023
  • Elevated overall team morale through consistent enthusiasm, motivation, and a commitment to achieving shared goals.
  • Utilized SalesForce for data entry purposes, ensuring accuracy in recording donor information and pledges made during calls.
  • Enhanced caller engagement by utilizing strong communication skills and active listening techniques.
  • Participated actively in training sessions and workshops, continually refining calling techniques for optimal results.
  • Maintained professionalism at all times when representing the institution over the phone with current students.


Intern

Thrivent
05.2022 - 08.2022
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Gained valuable experience working within the wealth management industry, applying learned concepts directly into relevant work situations.
  • Sorted and organized files, spreadsheets, and reports.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.

Education

Bachelor of Science - Financial Counseling And Planning

Iowa State University
Ames, IA
05-2023

Skills

  • Quick learner
  • Multitasking and organization
  • Goal-oriented mindset
  • Interpersonal and social skills
  • Problem-solving abilities
  • Task prioritization
  • eMoney proficiency
  • Microsoft Office Suite

Accomplishments

Candidate for CFP® Certification.


Timeline

Financial Planning Associate

CAPTRUST
06.2023 - 02.2025

Intern

Thrivent
05.2022 - 08.2022

Student Caller

Iowa State University Foundation
09.2021 - 06.2023

Bachelor of Science - Financial Counseling And Planning

Iowa State University

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Michael Bryant