Danielle Jones
Solana Beach,CA
Summary
Diligent and personable Financial Advisor Assistant highly effective at working with clients of all levels and backgrounds. An effective communicator operating with team members at all levels to exceed goals and client expectations. Passionate about having the ability and opportunity to help people.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor Assistant
Financial Planning Solutions
06.2023 - Current
- Streamlined communication processes between clients and internal teams, improving overall efficiency and productivity.
- Assisted in the onboarding process of new clients by gathering relevant information about their financial situation and helping them establish appropriate accounts with the firm.
- Monitored and maintained monthly records for commissions, cash log, order tickets and audit files.
- Gathered information and prepared paperwork for new accounts.
- Solved problems and managed funds delivery to and from customers.
- I contributed to successful client meetings by preparing detailed agendas, gathering relevant materials, and following up on action items after the meeting.
Client Relationship Manager
DST Wealth Management
07.2022 - 05.2023
- Assessed client needs and developed plans to adequately address current and future objectives.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Worked with clients to address and respond to client and partnership management issues.
- Created documents to display financial reports and data using Advyzon.
Financial Advisor Assistant
Wilson Wealth Management
01.2021 - 03.2022
- Guided clients through compiling important financial histories and documentation for evaluation.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Handled incoming paperwork/payments and outgoing disbursements.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Education
Bachelor of Science - Health, Society, And Policy
University of Utah
Salt Lake City12.2021
Minor - Psychology
University of Utah
Salt Lake City, UT12.2021
Minor - Business
University of Utah
Salt Lake City, UT12.2021
Skills
- Prospective Client Engagement
- New Client Assessments
- Client Correspondence
- Office Operations
- CRM Software Experience
- Relationship building and management
- Microsoft Excel
- Wealth Management
- Team Management
Certification
- FINRA - Securities Industry Essentials
- Certified Yoga Teacher - Corepower Yoga
- I am currently preparing for my FINRA Series 7 License and Certified Financial Planner (CFP) certification.
Timeline
Financial Advisor Assistant
Financial Planning Solutions
06.2023 - Current
Client Relationship Manager
DST Wealth Management
07.2022 - 05.2023
Financial Advisor Assistant
Wilson Wealth Management
01.2021 - 03.2022
Bachelor of Science - Health, Society, And Policy
University of Utah
Minor - Psychology
University of Utah
Minor - Business
University of Utah