Jayden Shultz Email and Phone Number
Life is too short to not be able to achieve your dreams due to financial distress. I help people to reach their goals and dreams through financial plans tailored to fit their needs.I want to give back to my community in any and every way I can. I am a strong believer that all people should feel secure in their finances and have the freedom to live life as they choose. I am compassionate to all those around me and always have my clients best interest in mind. I consistently foster lifelong relationships built on the foundation of trust. I empower my clients to live the life of their dreams. Together we can create a plan that fits your specific needs and makes sure you are always taken care of, no matter what the circumstances may be.
Flourish Wealth Management®
View- Website:
- flourishwealthmanagement.com
- Employees:
- 7
-
Investment AssociateFlourish Wealth Management®Saint Paul, Mn, Us -
Investment & Wealth Management AssociateFlourish Wealth Management® Jun 2024 - PresentEdina, Minnesota, United States -
Associate Financial RepresentativeNorthwestern Mutual Jan 2024 - Jun 2024Lake Elmo, Minnesota, United StatesPrepared, completed, and submitted all necessary forms for insurance and investment account openings.Tracked the underwriting process on insurance applications to ensure quick turnaround on applications.Prepared insurance illustrations and investment proposals for client recommendations.Processed trade requests and managed all client investment activity.Prepared asset allocation and investment management reports.Maintained a friendly demeanor in client interactions and took initiative to resolve any client issues in a timely fashion. -
Financial RepresentativeNorthwestern Mutual Jun 2022 - Jul 2023Minnetonka, Minnesota, United StatesTwo-time qualifier as a top 5% intern company wide.Proficiency in networking and fostering lasting relationships with clients.Built detailed financial plans tailored to client specific needs.Assisted in retirement planning, life insurance implementations, employed tax efficient strategies for business owners, & utilized tactics for tackling debt and investing for the future.Acted in a fiduciary capacity in all client interactions with an emphasis on establishing trust.
Jayden Shultz Education Details
Frequently Asked Questions about Jayden Shultz
What company does Jayden Shultz work for?
Jayden Shultz works for Flourish Wealth Management®
What is Jayden Shultz's role at the current company?
Jayden Shultz's current role is Investment Associate.
What schools did Jayden Shultz attend?
Jayden Shultz attended University Of St. Thomas, Hill-Murray School, Cretin-Derham Hall.
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