• Comprehensive financial planning with individual clients: allocating funds for investments, planning budgets, and creating plans for their future• Performed estate planning• Created retirement portfolios for individuals, couples, small businesses and corporate clients• Successfully developed and presented business plans to preexisting and potential clients• Aggressively cold called to develop new clientele• Client facing experience with corporate C level executives, small businesses, sole proprietors, family and individuals• Analyzed financial data by utilizing statistical software packages and spreadsheets to predict financial risks and offer preventive steps to clients• Productively created portfolios that included stock, insurance, and bonds for customers.• Worked with the firm's top clients, profiling high net worth persons• Submitted reports to higher management• Detail oriented, organized, great communication and analytical skills• Excellent troubleshooting, mathematical, and problem solving skills• Ability to work independent as well as in team• Excellent written and verbal communication skills