Jennifer L. Kilby, Cfp® Email & Phone Number

Westlake, Texas, Us

What They DoVP–Senior Wealth Consultants provide dedicated relationships to clients with at least $10M in investable assets at Schwab. They develop new and existing client relationships, taking a planning-based approach to understand a client’s needs and objectives. They provide education and recommendations to help clients select the products that help meet their objectives and work with a team of experts in order to serve their complex and unique needs.

With my financial acumen and customer retention expertise, I've overseen financial transactions and identified risks and opportunities for this organization. I've also crafted strategies for debt restructuring and fee-based agreements with customers, generating recurring revenue. These transformative improvements achieved positive cash flow within nine months during an economic downturn.ACHIEVEMENTS:► Achieved a turnaround to positive cash flow in nine months during an economic downturn.► Strategized debt restructuring and fee-based agreements, ensuring recurring revenue.

San Rafael, Ca, Us

As a strategic change agent & business leader, I offer expertise in business development, B2B sales, and M&A to this freelance position.KEY CONTRIBUTION:► Drive strategic changes and leading businesses using expertise in business development, B2B sales, and M&A.

Fort Lauderdale, Florida, Us

Consulting on business structure and vision, I've advised on grassroots network growth using social media, establishing a prominent presence in the mental health space.KEY ACTIVITY:♦ Pioneered grassroots growth strategies through social media, promoting a prominent presence in the mental health sector.

Malibu, Ca, Us

I have helped expand brand outreach, recognition, and lead generation, driving increased sales and broadening the customer base by assisting in effective messaging and positioning.IMPACT:► Executed effective messaging and positioning strategies, leading to increased brand outreach and lead generation.

I have boosted awareness and set Equus apart from competitors by emphasizing its unique messaging and value proposition by creating appropriate marketing strategies.HIGHLIGHTS:♦ Formulated effective marketing strategies, emphasizing unique messaging and value proposition, setting Equus apart from competitors.

I promoted financial literacy and strategic management by developing and distributing a methodology for trading stock options. I also provided web-based coaching to unite diverse investors worldwide.ACCOMPLISHMENTS:► Implemented strategic planning and execution, yielding daily returns of 20%+ on traded money.► Contributed technical knowledge on Twitter, growing followers from 0 to 1,900+ in six months, promoting the correct usage of trading tools and best practices.► Facilitated 1:1 and group education sessions on practical trading disciplines, enhancing community cohesion and enabling others to trade successfully.

Valley Forge, Pa, Us

After being recruited to accelerate relationships with UHNW individuals, I distinguished myself by delivering comprehensive relationship coaching for multi-million-dollar clients, consistently surpassing monthly goals by securing additional client assets and referrals.KEY CONTRIBUTIONS:► Assisted clients with comprehensive financial planning, including portfolio management, retirement, tax, social security, and estate planning.► Increased efficiency via team-building activities and innovative process improvement strategies.► Liaised between clients and Vanguard’s Investment Committee, facilitating discussions around investment strategies, portfolio management, and market economics.

Plano, Texas, Us

Due to my proven achievements in relationship building with UHNW individuals, I was recruited to coach teammates on relationship-building and sales.KEY CONTRIBUTIONS:♦ Propelled team to #1 in Texas by liberally sharing financial knowledge and relationship-building techniques.

I built a thriving fee-based financial planning business from the ground up, handling strategic planning, talent acquisition & compensation, new business development, and client retention.HIGHLIGHTS:♦ Drove up to 20% YoY growth by offering private and corporate clients attentive financial planning and uniquely tailored investment management.♦ Boosted company-wide efficiency by 67% by transitioning client meetings to 80% virtual in 2011.♦ Managed and trained a high-performance, customer-centric team.♦ Created a Board of Directors consisting of top clients prior to business sale, enabling the buyer to achieve 99% client retention.

San Diego, Ca, Us

I consistently improved branch performance at the largest independent broker-dealer nationwide by fostering employee engagement, ensuring regulatory compliance, and cultivating a customer-focused culture.NOTABLE CONTRIBUTIONS:► Regularly reviewed branch processes and key performance indicators (KPIs), influencing strategic decisions.► Enforced best practices and regulatory compliance to safeguard customer information.► Managed staff and conducted regular performance reviews, supporting career advancement.► Achieved annual compliance audit scores of 9.5/10.

Paris, Fr, Fr

I rapidly built a diverse clientele through persistent cold calling, referrals, seminars, and networking, leading me to earn the Chair of Champions as the top producer in my first year.HIGHLIGHTS:♦ Achieved the Chair of Champions honor by outperforming colleagues as the top producer in my first year.♦ Successfully managed a diverse portfolio of clients, providing comprehensive financial planning services.

Gb

I led comprehensive retirement planning and tax workshops for C-suite executives of Fortune 500 companies like Dow Chemical, Shell Oil, UPS, and Harvard Business School. My work also involved consulting on tax and estate planning regulations for entities such as Merrill Lynch and UBS, along with various states, municipalities, and utility companies.ACCOMPLISHMENTS:► Facilitated engaging, informative financial workshops, equipping executives with the necessary knowledge for informed decision-making.► Produced high-quality deliverables, including PowerPoint presentations and workbooks for workshop attendees.► Actively collaborated with Directors and Partners on various projects, contributing to the practice's overall success.

Bachelor Of Arts - Ba, Math And Economics

Cfp, Financial Planning And Services

Education record

Certified Financial Planner