Jamar Gopie
Fort Lauderdale
Summary
Experienced Wealth Planner with a strong background in financial planning and wealth management for ultra high net worth families. Recognized for creating collaborative team environments and adjusting strategies to address evolving client needs. Dependable and driven, with a sharp aptitude for navigating complex challenges within family governance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Wealth Planning Associate
Ballentine Partners
02.2023 - Current
- Contributed to strategic client discussions by identifying and elevating financial planning opportunities and challenges.
- Designed and prepared detailed financial reports and exhibits for client meetings, ensuring clarity and precision in presenting complex financial information.
- Conducted in-depth research on client-specific issues, such as estate flow diagramming, cash flow analysis, and forecasting.
- Assisted client teams with special projects and analyses, enhancing client service delivery and operational efficiency.
- Researched financial planning topics to expand firm-wide knowledge resources and support strategic decision-making.
- Demonstrated initiative and adaptability by anticipating challenges, proactively raising suggestions, and efficiently managing multiple priorities.
Client Relationship Representative
Coastal Wealth
01.2018 - 12.2022
- Provided assistance with maintaining client records and accounts for the team of advisors.
- Responded to client requests for meetings.
- Assessed client's financial position to identify additional relationship opportunities.
- Logged call information and solutions provided into Salesforce and Advisor360 database.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Answered an average of 15 calls and emails per day, addressing potential clients, onboarding, and ongoing management of client relationships.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Reached out to clients after completing onboarding to recommend additional services and inquire about needs or concerns.
Customer Service Manager
Nike
05.2012 - 09.2017
- Aided senior leadership during executive decision-making processes and generated daily reports to recommend corrective actions and improvements.
- Hired, trained, and mentored over 30 employees and store service team around Nike ethos and mission statement.
- Implemented ambitious customer satisfaction goals, and better-enabled customer service team members to effectively meet them.
- Monitored customer service operations to assess agent performance and provide feedback.
- Resolved concerns with products or services to help with retention and drive sales.
- Spearheaded Nike's Store Digital program and analyzed store performance results.
Education
Bachelor of Arts - Public Administration
FLORIDA INTERNATIONAL UNIVERSITY
05.2013
Skills
- Strategic Partnership
- Lead Generation
- CRM Platforms
- Client Consultations
- Microsoft Office
- Detail-oriented
- Training and Development
- Effective communication
- Scheduling and coordination
- Demand planning
- Teamwork and collaboration
- Business Development and Planning
Affiliations
- Association of African American Financial Advisors (AAAA)
- United Way of Miami
- The Sagemont School Basketball Program
Certification
Investment Advisor - Series 65 License
Timeline
Wealth Planning Associate
Ballentine Partners
02.2023 - Current
Client Relationship Representative
Coastal Wealth
01.2018 - 12.2022
Customer Service Manager
Nike
05.2012 - 09.2017
Investment Advisor - Series 65 License
Bachelor of Arts - Public Administration
FLORIDA INTERNATIONAL UNIVERSITY
Similar Profiles
Jessica RosenfieldJessica Rosenfield
Administrative Assistant at Ballentine PartnersAdministrative Assistant at Ballentine Partners
Derica JusticeDerica Justice
Elementary School Volunteer at Ballentine Elementary SchoolElementary School Volunteer at Ballentine Elementary School
Davis RothenbergerDavis Rothenberger
Team Leader at Chick-Fil-A BallentineTeam Leader at Chick-Fil-A Ballentine