Elissa Fraipont
Financial Advisor
Saint Augustine,FL
Summary
Dynamic Associate Financial Advisor with a proven track record at Ameriprise Financial, excelling in retirement and insurance planning. Adept at cash flow management and fostering client relationships, I leverage strong analytical skills and compassionate communication to deliver tailored financial solutions, enhancing client satisfaction and driving business growth.
Overview
40
40
years of professional experience
6
6
Certifications
Work History
Associate Financial Advisor
Ameriprise Financial
2010.10 - 2025.05
- Continuously sought opportunities for professional development, attending conferences and workshops to enhance skills and knowledge as an associate financial advisor.
- Collaborated with senior advisors on complex cases, contributing valuable insights and expertise.
- Supported senior advisors in preparing presentations for client meetings, ensuring accurate data representation while also highlighting relevant insights.
Sales Associate
Target
2010.10 - 2012.06
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Geriatric Nursing Assistant
Western Maryland Hospital Center
2008.01 - 2010.06
- Monitored vital signs, promptly reporting any concerning changes to appropriate medical professionals.
- Improved patient comfort by providing compassionate and attentive care during daily activities.
Owner
The Tile Company
1985.01 - 2009.01
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed payroll and taxes
Education
Psychology
Rowan University
Glassboro, NJHigh School Diploma -
West Windsor-Plainsboro High School
West Windsor, NJ1979-05
Skills
- Cash flow management
- Insurance planning
- Retirement planning
- Portfolio management
Certification
S7 General Securities Representative June 30, 2012
S66 Uniform Combined State Law Exam July 24, 2012
SIE Securities Industry Essentials Exam October 1, 2018
S63 Uniform Securities Agent State Law Exam Jan 2, 2023
S65 Uniform Investment Advisor Law Exam Sep 9, 2023
Timeline
Associate Financial Advisor
Ameriprise Financial
2010.10 - 2025.05
Sales Associate
Target
2010.10 - 2012.06
Geriatric Nursing Assistant
Western Maryland Hospital Center
2008.01 - 2010.06
Owner
The Tile Company
1985.01 - 2009.01
Psychology
Rowan University
High School Diploma -
West Windsor-Plainsboro High School