Julie Olander, Cfp®, Ctfa, Aams® Email & Phone Number

Scottsdale, Arizona, Us

• Present and organize estate plans to help clients understand what they have and how their goals align with their documents• Design and present customized financial plans for Ashton Thomas clients in multiple states (in person and virtually)• Serve as a financial planning resource and trainer for an elite group of Financial Advisors with varying levels of financial planning skill and experience.• Meet with clients at various stages of the financial planning process: from data gathering through implementation• Help create a database of financial planning modules, tools, and resources• Assist in optimizing and marketing an electronic financial planning discovery process and tools• Work closely with internal and external financial planning professionals to provide exceptional service and deliverables to Advisors and their clients. These professionals include corporate trustees, estate planning attorneys, tax attorneys and insurance brokers• Develop and write client and advisor friendly educational materials• Actively involved with developing and documenting financial planning department processes and procedures• Represent the firm at industry conferences

Alpharetta, Ga, Us

***Merit Financial Advisors acquired I.M. Wealth Care as of 4/1/22***• Proactively identify, analyze, and implement opportunities for customer contact with the goal of improving the client’s current financial positions and simultaneously building and nurturing the existing clients. • Participate and take notes in client review meetings, prospect meetings, and implementation meetings. • Track and document all account changes, communication, and interactions with clients and prospects in the CRM. • Manage alternative investment purchases and compliance requirements. • Review and resolve client account related issues. • Develop and maintain solid relationships with clients. • Submit and follow-up on advisory trade request with the Merit investment team. • Review notes from all client appointments and complete action items.

• Assist Certified Financial Planners in guiding clients to keep their financial promises once they have helped summarize their goals and developed an understanding of their financial commitments.• Manage life and disability insurance applications for the firm.• Act as a liaison for clients to coordinate with financial advisors and CPA partners. • Focus on account research and resolution to facilitate an exceptional and compliant client experience. • Follow through account creation and maintenance per financial advisor’s recommendations and client requests.• Maintain branch records in compliance with FINRA, SEC, state, and company regulations.

San Antonio, Texas, Us

• Provide excellent service when assisting members with brokerage and mutual fund accounts while remaining compliant with company, state, and federal regulations. • Upon discovering problems or inconsistencies, will take ownership to resolve the issue in order to ensure smooth processing and consistent understanding across the floor. • Remain knowledgeable and up-to-date on regulations and financial news while sharing best practices and important information with team members to facilitate USAA’s mission to be a provider of choice to the community.• Ask relevant questions to uncover needs of members and gain an understanding of how the community perceives finances.

San Antonio, Texas, Us

• As a licensed insurance representative research and attend classes to remain knowledgeable of changing regulations and state specific requirements for 24 different states. • Submit various innovative ideas to corporate after identifying a way to improve employee retention. • Act as a subject matter expert for career development and billing for a team of 10-15 peopleDisplay confidence while facilitating the mission of USAA to secure the financial security of members.• Provide offers and solutions to encourage member to purchase new products that will be beneficial and widen the breath of their relationship with USAA.• Identify needs of member and display empathy while uncovering different life events that have a significant impact on members’ finances. • Resolve issues and identify appropriate issues of escalation while continuously driving for positive results.

Colorado, Us

I believe that it is our mission at Career Confidence to help fellow college graduates start a career using the skills learned from a college education and we have the skills and experience to do so. I am excited to continue my journey to help raise the national percentage of college graduates working a job that requires a degree from the messily 30% it is now to well over 70% by helping 100% of my clients achieve this goal. A Career Confidence Package includes:* Professional and marketable resume tailored to you!* Cover letter template and 1 job specific cover letter.* Reference sheet template & reference checks.* Stellar LinkedIn Profile.* The start of your professional brand.* Specific job alerts sent directly to your email.* Interviewing tips including a mock interview with a recruiting professional.* A one-on-one coaching session with a career search professional which includes LinkedIn navigation and job searching techniques.Please check out our website for more information! http://www.careerconfidence.us/

Santa Ana, Ca, Us

• Effectively manage a portfolio of 100 -170 students to ensure a high level of successful placement outcomes while building rapport and providing excellent customer service. • Assess each student and graduate to determine the correct level of coaching needs, including coaching graduates on professionalism, resume building, job search strategies, interviewing techniques, salary negotiations, social media, and personal branding.• Selected based on a proven record of performance to participate in various exclusive focus groups aimed at developing departmental best practices knowledge and techniques.• Work within interdepartmental team members daily (i.e. Employer Development Specialist, Admissions, Student Services, Student Finance, Faculty, etc.) to determine gaps between students and placement opportunities.• Develop graduates resumes and cover letters to market to potential employers.• Market graduates to potential employers and establish connections for ongoing relationships to increase job placement rates.Highlight: Regularly rated in the top 25% of the department and was the top producer of career services advisors for the month of April based on placement numbers.

Arvada, Colorado, Us

• Coordinated recruitment, pre-screened, and interviewed candidates (over the phone and in person) for open temporary, temp-to-hire, and permanent positions ranging in yearly salaries from $18,720 to $80,000+.• Assisted in processing payroll for over 200 employees weekly, including weekly management of new hire paperwork (i.e. E-Verify, reference checks, reported new hires to the State of Colorado, and Form I-9 requirements).• Managed accounts receivable and weekly billing to clients by utilizing Intuit QuickBooks.• Trained and managed front desk personnel/reception on procedures and administrative duties as well as trained candidates on current laws and procedures in the real estate industry in order to become leasing agents. • Interacted with clients and candidates over the phone and in person in order to marketing services, including client visits and representing the company at trade shows. Highlight: Assisted in the organization, preparation, and company marketing at two industry trade shows, this included creating the booths, shopping for supplies, and dressing up as a super hero and a “cave woman/headhunter” while marketing services to clients and candidates.

Hingham, Ma, Us

• Recommended, selected, and helped locate or obtain merchandise based on customer needs and desires.• Maintained knowledge of current sales and promotions as well as policies regarding payment and exchanges.• Regularly met and exceeded daily sales goals.

Bachelor Of Arts, Psychology

Completed Education Requirements For The Certified Financial Planner™ Certification