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
10.2010 - 05.2025
- 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
10.2010 - 06.2012
- 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
01.2008 - 06.2010
- 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
01.1985 - 01.2009
- 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, NJ05-1979
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
10.2010 - 05.2025
Sales Associate
Target
10.2010 - 06.2012
Geriatric Nursing Assistant
Western Maryland Hospital Center
01.2008 - 06.2010
Owner
The Tile Company
01.1985 - 01.2009
Psychology
Rowan University
High School Diploma -
West Windsor-Plainsboro High School
Similar Profiles
Cody WeisnichtCody Weisnicht
Client Service Representative at Threshold Financial-Ameriprise FinancialClient Service Representative at Threshold Financial-Ameriprise Financial
Andrea CwiklinskiAndrea Cwiklinski
Financial Analyst at Ameriprise FinancialFinancial Analyst at Ameriprise Financial
Muskan SharmaMuskan Sharma
Technology Operations Analyst at Ameriprise Financial LimitedTechnology Operations Analyst at Ameriprise Financial Limited
Darin PlummerDarin Plummer
Customer Service Representative at Ameriprise FinancialCustomer Service Representative at Ameriprise Financial
Nicolas RiveraNicolas Rivera
Meat Cutter at BJ's WholesaleMeat Cutter at BJ's Wholesale