James Sylvanus
Johnsburg,IL
Summary
Accomplished Financial Advisors in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices. Enthusiastic and highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Northwestern Mutual Life Insurance
Milwaukee, WI
01.2019 - Current
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Consistently hit target numbers to measure quality performance and longevity among practicing Advisors with Northwestern Mutual.
- Performed due diligence and valuation processes.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
Store Manager
Aldi
Milwaukee, WI
04.2012 - 01.2019
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Outside Yard / Receiving Manager
Menards
Kenosha, WI
04.2009 - 04.2012
- Organized storage areas to optimize materials movements and minimize labor hours.
- Managed shipping and receiving team, overseeing training, schedules and work assignments.
- Conducted counts and audits of inventories to identify and resolve discrepancies in records.
- Unloaded, sorted and stored incoming merchandise.
- Verified deliveries against paperwork and contacted vendors to resolve discrepancies.
- Boosted inventory and recordkeeping accuracy by conducting thorough inspections and comparing shipment contents with documentation.
- Managed inbound receiving departments.
- Boosted team performance with enhanced employee evaluation processes.
- Trained new staff on job duties, company policies and safety procedures for rapid onboarding.
- Handled day-to-day shipping and receiving overseeing more than 5000 packages per day.
- Expedited resolutions of shipping errors and packaging mistakes.
- Reviewed established business practices and improved processes to increase efficiencies and reduce expense without compromising customer service levels.
- Led warehouse improvement initiatives to advance operational efficiencies and increase revenue.
Education
Bachelor of Arts - Business Management
Lakeland University
Sheboygan04.2009
High School Diploma -
Johnsburg High School
Johnsburg, IL06.2005
Skills
- Investment Opportunity Identification
- Analytical Thinking
- Market Trends Monitoring
- Financials Analysis
- Verbal and Written Communication
- Portfolio Management
- Client Interviews
- Microsoft Excel
- Risk Assessment
- Client Needs Assessment
- Proposals and Presentations
- Cost savings and Expense Control
- Honest and Ethical
- Influential and Persuasive
Leadership
Northwestern Mutual College Unit Captain
Northwestern Mutual Growth and Development Director
Northwestern Mutual LEAD Team
President, Beta Sigma Omega Fraternity
Pledge Master, Beta Sigma Omega Fraternity
President, Inter Greek Council
Lakeland College campus Safety and Security Supervisor
Residence Assistant, Lakeland College Residence Life Department
Student Ambassador, Lakeland College Admissions Department
Lakeland College Varsity Wrestler and Captain
Big Brothers Big Sisters Lunch Buddy Program
Johnsburg High School Varsity Football Captain
Johnsburg High School Varsity Wrestling Captain
Accomplishments
100+ Lives in all 3 years
150 New Clients in first 3 years
LEAD Team Member
Full Time Mentor to new Advisors and Interns
Timeline
Financial Advisor
Northwestern Mutual Life Insurance
01.2019 - Current
Store Manager
Aldi
04.2012 - 01.2019
Outside Yard / Receiving Manager
Menards
04.2009 - 04.2012
Bachelor of Arts - Business Management
Lakeland University
High School Diploma -
Johnsburg High School