Farrin Schetter
Jacksonville,FL
Summary
Wealth Manager at Jl Smith Group with expertise in retirement planning and client retention. Proven track record in enhancing client relationships and optimizing wealth preservation strategies. Skilled in financial planning and cash flow projection, driving significant improvements in client satisfaction and portfolio performance through proactive communication and tailored solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Wealth Manager
Jl Smith Group
01.2024 - Current
- Facilitated client meetings to assess financial goals and risk tolerance.
- Monitored portfolio performance and provided regular updates to clients.
- Assisted in preparing detailed financial reports and presentations.
- Strengthened client relationships through proactive communication and support.
- Collaborated with tax professionals and attorneys to optimize clients'' wealth preservation strategies.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Assisted clients with navigating complex financial situations such as divorce, career changes or business sales, and provided guidance on the appropriate strategies to protect their wealth.
Server
Ida Claire
11.2021 - 03.2024
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
Manager, Sales and Customer Support
Never Happened
05.2018 - 03.2020
- Analyzed customer feedback to identify trends, driving improvements in product offerings and service delivery.
- Streamlined communication processes between sales and support teams, improving response times and collaboration.
- Fostered a collaborative work environment by encouraging open communication between team members regarding best practices and innovative ideas.
- Increased sales by developing and implementing effective sales strategies.
- Streamlined internal processes for improved efficiency, leading to higher productivity in the sales and customer support teams.
Education
Bachelor of Science - Financial Services
Florida State College
Jacksonville, Florida, FL12-2021
Skills
- Retirement planning
- Wealth preservation
- Client retention
- Financial planning
- Annual client review
- Cash flow projection
- Client onboarding
Certification
Series 65
Timeline
Wealth Manager
Jl Smith Group
01.2024 - Current
Server
Ida Claire
11.2021 - 03.2024
Manager, Sales and Customer Support
Never Happened
05.2018 - 03.2020
Bachelor of Science - Financial Services
Florida State College