Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Clara Laurent

Wauchula

Summary

Experienced with providing comprehensive financial advice and investment strategies. Utilizes knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Real Estate Valuation Specialist

Crews Bank & Trust
04.2013 - 05.2016
  • Conducted property valuations to assess market positions and asset values.
  • Reviewed appraisal reports for compliance with regulatory standards and guidelines.
  • Conducted site inspections to assess property condition, location characteristics, occupancy rates, and other relevant factors impacting value.

Sales Assistant

Osaic Institutions, Inc.
05.2016 - 06.2019
  • Managed client communications, ensuring timely responses to inquiries and updates.
  • Assisted in the preparation of financial reports and presentations for client meetings.
  • Maintained accurate records of client information and transactions within CRM systems.
  • Implemented improvements in workflow processes, enhancing overall team productivity and service delivery.
  • Streamlined office operations by implementing efficient organizational systems to manage client information and documentation.
  • Developed strong relationships with clients through consistent follow-up communications and personalized attention to their needs.
  • Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.
  • Provided administrative support for new account opening procedures following established compliance guidelines closely.
  • Maintained professional knowledge through completion of relevant certifications such as Series 7 and Series 66 exams.

Financial Advisor

Osaic Institutions, Inc.
06.2019 - Current
  • Assists clients in identifying financial goals and developing personalized plans.
  • Researches investment options to provide informed recommendations for client portfolios.
  • Supports financial planning processes by gathering and analyzing client data.
  • Facilitates communication between clients and financial institutions for seamless transactions.
  • Maintains up-to-date knowledge of market trends and regulatory changes impacting investments.
  • Collaborates with senior advisors to refine strategies for client engagement and retention.
  • Educates clients on potential risks and rewards associated with various investments.
  • Recommends specific investments to help clients meet financial goals.
  • Develops and maintains strong relationships with clients to maximize satisfaction.

Education

Bachelor of Science - Business Administration

Florida Southern College
Lakeland, FL
04-2013

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Client relations
  • Retirement planning

Certification

  • Currently holds a FINRA Series 7 & 66 license, as well as the Florida Life, Health, Annuity registration.

Timeline

Financial Advisor

Osaic Institutions, Inc.
06.2019 - Current

Sales Assistant

Osaic Institutions, Inc.
05.2016 - 06.2019

Real Estate Valuation Specialist

Crews Bank & Trust
04.2013 - 05.2016

Bachelor of Science - Business Administration

Florida Southern College

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