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Hi, I’m
Jared Record
Financial Advisor
Keene,NH
Summary
Passionate about people offering a blend of interpersonal skills and analytical mindset. I have an eagerness to learn, and thrive in a fast paced dynamic environment. Adept at adapting to any challenge required by using my problem solving skills and pragmatic approach. Proactive and self motivator poised to contribute to organizational growth by utilizing my diverse experience in the financial field with dedication and enthusiasm.
Overview
17
years of professional experience
Work History
Nexus Planning Group
Founder / Advisor
09.2021 - Current
Job overview
- Cultivated a network of industry professionals to support client needs beyond traditional financial advisory services resulting in a holistic approach grounded in ethics.
- Enhanced client experience by developing and fostering a strong personal rapport which each client addressing any client questions or inquiries promptly and effectively to solidify client's confidence.
- Transformed client financial outcomes by integrating advanced analytical tools into investment decision-making process.
- Continuously strengthened client relationships through regular, insightful communication regarding market trends and plan adjustments.
- Company's growth can be attributed to unwavering client satisfaction resulting in organic growth through referrals only.
- Championed a positive organizational culture fostering creativity, innovation, employee engagement to optimize productivity.
- Bolstered company reputation and trust by maintaining high ethical standards and transparency in all dealings.
Echelon Financial Services
Partner / Advisor
10.2017 - 09.2021
Job overview
- Pioneered an exclusive business plan to effectively provide financial planning advice to all Federal employees in the New England area.
- Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.
- Promoted knowledge sharing across departments, breaking down silos and encouraging open communication among team members to maximize team efficiency.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals by leveraging technology for efficient client management, organization, and enhanced client communication.
- Provided outstanding service to all individuals, promoting effective, and long lasting relationships.
Life Solutions Group
Vice President of Financial Services
07.2011 - 10.2017
Job overview
- Led cross-functional teams for the successful completion several projects, resulting increased production for the company.
- Collaborated with senior management to develop strategic initiatives for short and long term goals.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Demonstrated proficient leadership skills to motivate advisors, and spearheaded talent development by mentoring junior advisors.
- Grew client base with a keen attention to client satisfaction resulting in outstanding client retention.
New York Life
Financial Advisor
12.2007 - 07.2011
Job overview
- Completed two year training program to learn the basic principles of financial planning.
- Quickly began mentoring other successful advisors to learn best practices.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Education
Wheaton CollegeNorton, MA
Bachelor of Arts from Economics
05-2007
Skills
People first
Interests
Availability
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Work Preference
Work Type
Full TimeWork Location
On-SiteHybridImportant To Me
Career advancementCompany CultureWork-life balancePersonal development programsHealthcare benefits401k matchSoftware
Morningstar
Circle of Wealth
Retirement Analyzer
EMoney
Websites
Timeline
Founder / Advisor
Nexus Planning Group
09.2021 - Current
Partner / Advisor
Echelon Financial Services
10.2017 - 09.2021
Vice President of Financial Services
Life Solutions Group
07.2011 - 10.2017
Financial Advisor
New York Life
12.2007 - 07.2011
Wheaton College
Bachelor of Arts from Economics
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