Bobbie Hahn
Somerset,KY
Summary
At Edward Jones, I excelled as a Financial Advisor, leveraging my expertise in investment advice and retirement planning to develop tailored financial strategies. My ability to build and manage client relationships resulted in sustained loyalty and trust. Achievements include comprehensive risk management and personalized investment portfolios, ensuring client objectives are met with precision.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
04.1994 - 12.2018
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Education
Bachelor of Arts - Management
Midway University
Midway KentuckySkills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
Accomplishments
I was certified as with AAMS and CFP
Over the years I achieved many successful awards reaching the
highest, top award, at the time.
Was invited to top 100 Baron Women 3 times
Certification
I currently do not hold any certifications
AAMS and CFP
Accredited Asset Management Specialist is a professional designation awarded by the College for Financial Planning to financial professionals who complete a self study program, pass an exam, and agree to and comply with a code of ethics. The AAMS certification is designed to equip new advisors with the information they need to help clients plan for and accomplish their personal financial goals. The specialist help people plan college savings, taxes, and retirement savings.
Certified Financial Planning recognizes individuals with financial planning taxes, insurance, and estate planning expertise. Owned and awarded by the the Certified Financial Planner Board of Standards, Inc
Timeline
Financial Advisor
Edward Jones
04.1994 - 12.2018
Bachelor of Arts - Management
Midway University
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