Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
03.2021 - Current
Develop tailored financial plans to meet client needs and goals.
Analyze market trends to provide informed investment recommendations.
Educate clients on insurance products, retirement planning, and wealth management strategies.
Cultivate strong client relationships through regular communication and follow-ups.
Teller
U.S. Bank
09.2017 - 03.2021
Processed customer transactions accurately and efficiently, ensuring a positive banking experience.
Assisted customers with account inquiries and resolved issues to enhance satisfaction and loyalty.
Maintained cash drawer integrity through careful handling and balancing of transactions.
Education
Bachelor of Science - Business Administration - Marketing
University of Wisconsin, River Falls
River Falls, WI
12-2020
Skills
Relationship building and management
Multitasking and organization
Verbal and written communication
Timeline
Financial Advisor
Northwestern Mutual
03.2021 - Current
Teller
U.S. Bank
09.2017 - 03.2021
Bachelor of Science - Business Administration - Marketing
OPERATIONS MANAGER & CONTRACT, LICENSING, AND REGISTRATION at Northwestern MutualOPERATIONS MANAGER & CONTRACT, LICENSING, AND REGISTRATION at Northwestern Mutual