Transitioning new advisors and RIA's to Independent Advisor Alliance. Creating new onboarding and repapering processes. Managing training schedule and client account transfers.

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of Workplace Solutions.

We offer a team approach to financial planning, providing you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Consultative training role that partners with independent & institutional prospects who have the highest probability of increasing their advisory AUM while moving their book of business. Front end advisor training through 1:Many strategies; live group trainings, webinars, Brainsharks and 1:1 consultations. Discovery sessions with individual prospects and large programs. Create mapping strategies for existing advisory assets to appropriate LPL platform. Host and promote group webinar training on the advisory platforms. Lead presenter on virtual or onsite meetings and coordinate with internal team members to meet customized training needs.

Manage strategic transitions of large offices and high producing individual advisors to all LPL platforms. Assist Business Development and Compliance in determining prospect suitability. Create and direct all aspects of Transition Project Plan, including business consulting and profiling. Leadership of Discovery calls to determine business and training needs. Creation of customized training schedule. Coordinate with numerous department heads to initiate business processes and exceptions. Supervise advisor registration process. Extensive knowledge of Compliance, Registration, Marketing, Advertising, Conversions, Retirement and New Accounts, Advisory and Direct Business, Insurance and Variable Products.

Worked with seven Financial Consultants, three of whom were Portfolio Managers. Responsibilities included Financial Consultant and client management; comprising of all administrative and non-advisory aspects of the financial services business. Organized Financial Consultants' businesses. Responded to and researched client and FC requests. Corporate and High Net Worth client relations. Held position of Branch Seminar Coordinator.

Life insurance sales and marketing specialist worked with numerous Allstate agents. Managed agent’s books of business and implemented dynamic marketing strategies. Face to face sales and relationship building. Client appointments to determine needs and goals. Implementation of marketing campaigns and follow-up on client leads.

Sales of mutual funds and variable annuities. Referral and cold-contact based sales. Face to face meeting with client to determine investment needs and educate prospective clients on investment opportunities. Closing business and continued service.