Associate Financial Advisor
• Provided over 100 clients with comprehensive financial planning, including budget analysis, investments, retirement, insurance, tax, and legacy planning.• Executed investment processing of 45 client accounts, which contributed to doubling GPC from previous awards year and increased AUM by 100% during tenure.• Created a marketing plan to establish an online presence, attract target audience prospects, and increase engagement with current client base• Led HR efforts from writing and advertising position opening to developing and guiding new employee through onboarding plan