•Assist clients in managing finances and achieving their financial goals providing advice and guidance on various financial matters, including budgeting, investing, retirement planning, tax planning, insurance, and estate planning. Here is a detailed job description for a financial planner:•Assess clients' current financial situation by reviewing their income, expenses, assets, liabilities, and financial goals and help them establish short-term and long-term financial goals, taking into account their aspirations, risk tolerance, and time horizon.•Provide clients direction on financial management, benefits/insurance, retirement planning and estate planning needs.•Provide regular education to clients on financial concepts, investment principles, and best practices for managing money, providing ongoing guidance and empowerment for more informed financial decision making.•Regularly review clients' financial plans and investment portfolios to ensure they remain aligned with their goals. •Build strong relationships with clients by actively listening to their needs, maintaining regular communication, and providing excellent customer service, continually seeking opportunities for referrals and expanding the client base.•Implement annual strategic business planning including marketing to help increase client base as well as sales.•Manage all operational business aspects of running a successful financial planning practice.•Key Achievements:o Requested by leadership to mentor incoming Financial Advisors on Advanced Sales Training covering products, sales techniques, pipeline development, and client acquisition due to proven results and expertise.o Have developed strategic alliances with area businesses to increase exposure leading to over $5M in sales.

•Led and managed Variable Annuity sales throughout MN and ND, IFA channel.•Successfully developed and implemented an annual business plan leading to more contact and sales growth.•Developed and managed operational metrics like the annual budget and team KPIs/performance metrics.•Facilitated sales training sessions on-line, face-to-face and through teleconferences.•Key Achievements: o Developed and executed a yearly marketing plan which increased reach and led to significant sales growth.o Increased sales from $52M to $100M by year 4, exceeding sales goals YOY.o Increased sales relationships despite AIG bailout troubles through effective relationship building abilities.o Promoted due to proven results, financial expertise and leadership skills.

•Conducted in-depth reviews of clients' financial circumstances and future goals and assisted them with informed decisions. •Created, implemented, and reviewed plans that included strategies designed to help clients pursue their long-term goals.•Devised and executed business development strategies to attract and acquire new clients.•Key Achievement: Won “Rookie of the Year Award in 2008, increasing sales run rate by 71% YOY and a quick promotion.

•Led, developed and executed sales for Retirement Plans 401(k), 403(b) and 457 throughout MN, SD, ND and WI.•Designed and facilitated monthly sales teleconferences to Midwest Regional Directors providing training and subject matter expertise (SME).•Key Achievements: o Won “Rookie of the Year” for first year production 2007.o Opened several key relationships within regional General Agencies.

•Planned and presented monthly seminars to select employee groups.•Recruited neighboring credit unions to expand program.•Attained CFP and GEPC designations to increase financial expertise.•Key Achievements:o Expanded and grew fee based business from $100K to $250K in 5 years. o Grew assets under management from $26M to $65M.o Increased individual production from $280K to $400K GDC in 2005.