Amanda PALISKA CFP®
North Olmsted,OH
Summary
CFP® Professional with 7 years of experience in the financial planning industry. A detailed-oriented team player with strong organizational skills. Looking to lead or join a financial planning team.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
04.2021 - Current
- Educated and planned with clients to uncover opportunities that will lead to client's success.
- Worked alongside lead Financial Consultants in a financial planning capacity to meet needs of clients.
- Made outbound telephone calls to further educate clients and add value to build long-lasting, meaningful relationships with clients.
- Mentored and supported success of peers by conducting joint appointments to gain comfort in guidance tools.
Relationship Manager
Fidelity Investments
10.2018 - 04.2021
- Facilitated setting targeted appointments that improve engagement with clients.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to client inquiries and resolved client needs to establish trust and increase satisfaction.
- Developed and cultivated relationships with both new and existing clients through effective communication and interpersonal skills.
Paraplanner
Blue Waters Wealth Advisors
04.2017 - 10.2018
- Worked with clients to gather all financial records to perform and create a comprehensive financial plan.
- Input client data into financial planning software and modeling possible financial scenarios based on client wants and preferences.
- Completed research into complex financial topics prior to client meetings to assist lead Financial Consultant with financial recommendations.
Store Manager
Abercrombie & Fitch
12.2014 - 04.2017
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Rotated merchandise and displays to feature new products and promotions.
- Recruited, hired, trained, and mentored new staff members.
Education
Bachelor of Science - Accounting
Eastern Michigan University
Ypsilanti, MI12.2014
Skills
- eMoney Data Entry and Scenario Building
- Salesforce Business Organization
- Interpersonal Communication
- Mentoring and Coaching Others
- Coachable and Collaborative
Certification
- Certified Financial Planning Professional
- Series 7
- Series 66
- Life and Health Insurance
Timeline
Planning Consultant
Fidelity Investments
04.2021 - Current
Relationship Manager
Fidelity Investments
10.2018 - 04.2021
Paraplanner
Blue Waters Wealth Advisors
04.2017 - 10.2018
Store Manager
Abercrombie & Fitch
12.2014 - 04.2017
Bachelor of Science - Accounting
Eastern Michigan University