Nina Breen, Cfp®, Ricp®, Cpwa® Email & Phone Number

Ballwin, Mo, Us

Responsible for ongoing client relationship management and financial planning.Focused on guiding clients to and through retirement while helping them become and remain financially self reliant. Responsible for the formulation and implementation of investment and insurance recommendations that work to meet client goals in coordination with financial planning analysis.Works with clients on estate planning, tax efficiency, education funding and debt management.

Saint Louis, Mo

Support all facets of a balanced financial planning practice.Facilitate client correspondence.Create personalized financial plans that address all areas of financial planning from risk management to retirement planning for both prospective and current clients.Effectively address client inquiries for both investment accounts and insurance policies.Implement best practices for well-organized office management.

Support all facets of a balanced financial planning practice.Facilitate client correspondence.Create personalized financial plans that address all areas of financial planning from risk management to retirement planning for both prospective and current clients.Effectively address client inquiries for both investment accounts and insurance policies.Implement best practices for well-organized office management.

Chesterfield, Mo

Account Management Responsibilities:Acquired job requisitions through preferred outlets including Vendor Management System and relationship building with hiring managers.Accountable for entering acquired information for job openings into in-house software to be utilized by all members of the delivery team and constantly updating it to ensure accurate information.Responsible for all communication to clients on assigned jobs including: qualifying candidates, submitting resumes, writing marketing piece for candidates, scheduling interviews, providing feedback to both clients and candidates, negotiating deals, and coordinating start-dates.Maintained contracts through consistent communication to both parties to ensure everyone was satisfied with the work being performed.National Recruiter Responsibilities:Sourced resumes via job boards, networking, and database searches.Managed and lead initial interviews inquiring candidates regarding preferred pay, location, and role.Planned and conducted in-house interviews with Account Managers. Completed reference checks and coordinated technical interviews to verify candidate’s skills. Formatted resumes including coaching on how to better market oneself efficiently and effectively. Constant interaction with prospects discussing their search providing any necessary updates and/or roadblocks.Conducted in-house marketing of candidates to Account Managers explaining the candidate’s qualifications for the job openings.Continuously built relationships with potential prospects that were not currently looking, but who may have been looking in the foreseeable future.