Jack Putnam
Manchester,NH
Summary
Dynamic Financial Advisor with expertise in building strong client relationships, strategic financial planning, and effective communication. Proven track record of increasing assets under management and enhancing client understanding of investment strategies.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Service Financial Advisor
Terra Firma Financial Advisory
Manchester, NH
05.2025 - 02.2026
- Specialized in annuity rewrites, completing over 100 million in annuities sold
- Informed clients on investment strategies related to annuities, aligning their goals with suitable options.
- Guided clients in understanding annuity products and features, enhancing their decision-making.
- Streamlined processing of annuity applications and documentation, ensuring timely approvals.
- Maintained accurate records of client interactions and transactions.
Financial Advisor
Edward Jones
Manchester, New Hampshire
01.2024 - 05.2025
- Managed goodknight book, growing AUM from 5 million to over 30 million.
- Created personalized financial plans aligning with clients' investment goals.
- Analyzed market trends to provide informed recommendations to clients.
- Educated clients on investment options and financial strategies available.
- Cultivated strong client relationships through effective communication and trust-building.
Financial Advisor
Merrill Lynch
New York, New York
12.2019 - 01.2024
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Cultivated advanced prospecting and time management skills, contributing to improved client engagement.
- Conducted comprehensive market analysis to inform investment strategies.
- Interviewed clients to assess income, expenses, financial objectives, and risk tolerance, facilitating development of tailored financial plans.
- Enhanced understanding of business operations through practical experience and strategic analysis, supporting informed decision-making.
Education
Bachelor of Science - Dual Major - Economics And Finance
Manhattan College
Bronx, NY12-2019
Skills
- Financial planning
- Investment strategies
- Portfolio management
- Market analysis
- Financial analysis
- Risk assessment
- Client documentation
- Customer relationship management
- Effective communication
Certification
- SIE
- Series 7
- Series 66
- Life and Health
Timeline
Service Financial Advisor
Terra Firma Financial Advisory
05.2025 - 02.2026
Financial Advisor
Edward Jones
01.2024 - 05.2025
Financial Advisor
Merrill Lynch
12.2019 - 01.2024
Bachelor of Science - Dual Major - Economics And Finance
Manhattan College