Jarret W. McFarland
Greenfield,WI
Summary
Motivated financial professional with expertise in advising clients on investment strategies, retirement planning, financial planning, wealth management, and defined contribution plan implementation. Strong background in understanding financial markets, financial products, and risk management. Demonstrated success in helping clients achieve their financial goals through sound advice and effective portfolio management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Retirement Plan Specialist
Mutual of America
06.2022 - Current
- Prospecting, networking and developed a pipeline of potential retirement plan takeovers within my territory.
- Met with C-Suite, HR, and executive directors to find out more about their current provider and position Mutual of America's services and retirement solutions.
- Streamlined processes for increased efficiency by coordinating our onboarding team and their payroll provider for integration during takeover process.
- Maintained up-to-date knowledge of industry trends and legislative changes, ensuring accurate information was provided to administrators and their participants.
- Coordinated annual enrollment campaigns, facilitating seamless updates to participant elections and contribution levels.
- Identified areas for improvement in existing retirement plans, proposing modifications that resulted in better long-term outcomes for participants.
- Delivered comprehensive reporting packages to clients highlighting key metrics and plan performance, ensuring all relevant data was easily accessible for informed decisionmaking.
- Leveraged strong analytical skills to monitor investment performance regularly, making recommendations based on quantitative findings when appropriate.
- Promoted a positive work environment by actively participating in team meetings and sharing best practices with colleagues.
- Facilitated smooth transitions for new clients, coordinating with internal teams to establish retirement plan accounts.
Associate Partner & Financial Planner
WestPoint Financial Group
07.2019 - 06.2022
- Recruited inexperienced and experienced advisor and financial services reps to WestPoint.
- Mentored and trained new advisors on sales process, prospecting, conducting meetings, pipeline management and client retention.
- Balanced multiple priorities while maintaining exceptional attention to detail, resulting in high-quality deliverables for clients.
- Developed new business opportunities by leveraging existing networks and identifying potential clients.
- Led client presentations that showcased expertise in various industry sectors, driving engagement and interest in our services.
- Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Held discovery meetings with clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Developed recommendations specific to client's financial situation on variety of topics.
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded client base through community outreach and strategic business partnerships.
- Developed and maintained courteous and effective working relationships.
- Continued to grow 403(b) book of business YOY
- Our team manages over $300 million of retirement assets and $30 million of AUM
Financial Advisor
Financial Solutions Group - MassMutual
01.2016 - 07.2019
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, and basic prospecting.
- Grew 403(b) book YOY
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Financial Advisor
MetLife Premier Client Group
10.2014 - 12.2015
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and prospecting.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked extensively within 403(b) retirement plan market with Milwaukee Public schools and city of Waukesha deferred comp plans
- Worked with clients to support understanding of rationale and details of financial strategies.
- Highlighted values and educated clients on life insurance, annuities and other financial products.
Career Exploration Coordinator
Milwaukee Job Corps
01.2011 - 03.2013
- Attended job fairs and visited classrooms to provide wide range of information to prospective job seekers.
- Counseled clients one-on-one regarding current situation, desires, aptitudes, education and employment history.
- Worked with team to continuously improve career and placement opportunities for students.
- Enhanced community outreach to bring in new candidates, highlight programs and meet targets.
- Developed and deepened connections with mentees, influencing career and life choices of each potential program participant.
- Devised and oversaw job fairs and career events.
- Equipped students with job search skills to increase success chances.
- Collaborated with faculty to develop after-school tutoring program for struggling students.
- Helped determine possible vocations and build application documents.
- Maintained knowledge of market and diverse career opportunities.
Residential Advisor
Milwaukee Job Corps
01.2010 - 01.2011
- Guided students to integrate into both academic and social communities on campus.
- Mediated conflict to provide safe and secure environment through policy enforcement.
- Provided supervision for cafeteria, laundry and special activities of facility.
- Initiated dormitory programs to foster positive relationships and safe social opportunities.
- Maintained individual records of emergency contacts and administrative support documentation for students.
- Maintained communication with students' counselors, instructors, and staff members to promote supportive environment.
- Assisted students in handling tough situations to resolve problems.
- Facilitated floor meetings to discuss concerns, review complaints and convey information about policy changes.
- Established consistent relationships with students to maintain professional boundaries
- Guided students to integrate into both academic and social communities on campus
- Mediated conflict to provide safe and secure environment through policy enforcement
Youth Worker
Your Children Our Children
05.2008 - 08.2010
- Overseen facility and youth
- Managed 3-5 youth on my case load for documentation
- Weekly helper at Milwaukee Restore - Habitat for Humanity
- Salvation Army - stocking, food, and clothing drive helper
- Encouraged youth clients to develop own activities and leadership skills through group discussions.
- Scheduled and accompanied youth clients to outside appointments such as therapy sessions, medical appointments and social outings.
Youth Development Specialist
Servant Manor Inc
06.2009 - 01.2010
- Worked as a team lead over one of the facilities for troubled youth age 12-17
- Responsible for case noting, monitoring, making sure youth made court appearances,school, after school programming, and safely arriving and returning from weekendpasses
- Hosted weekly presentations with outside organizations for youth on varioustopics
- Directly reported to the supervisor, case workers, and court officials.
Education
MBA - Business Management
University of Phoenix
Bachelor of Science - Criminal Justice, Legal Studies Emphasis
Missouri Western State University
Bachelor of Arts - Business
New Mexico State University
Las Cruces, NMAssociate of Arts - Business Management
Yavapai College
Prescott, AZSkills
- Plan administration
- Employee Benefits
- Participant Education
- Retirement Plan Design
- Critical Thinking
- Effective Communication
- Investment Analysis
- Financial Planning
- Asset Allocation
- Retirement Income Strategies
- Investment advice
- Portfolio Management
Affiliations
- Black Chamber of Commerce member - Milwaukee Home of Hope board member - Treasurer
Accomplishments
- Scholarship Athlete for Basketball throughout my collegiate career
- Team Captain at Missouri Western State University
- FSCP designation from The American College of Financial Planning
Certification
FSCP
Reading, exercising, fishing, and attending sporting events.
I love to read. Anything on self improvement, business strategy, or the markets and economy, are some of my favorites. I have 3 sons that are age 6,4, and 2 that are very active in sports so I try to lead by example. I enjoy walleye fishing with the guys or my children. Since 2 of my boys play basketball, I try to take them to as many high school, college and professional games that our schedules will allow.
Timeline
Retirement Plan Specialist
Mutual of America
06.2022 - Current
Associate Partner & Financial Planner
WestPoint Financial Group
07.2019 - 06.2022
Financial Advisor
Financial Solutions Group - MassMutual
01.2016 - 07.2019
Financial Advisor
MetLife Premier Client Group
10.2014 - 12.2015
Career Exploration Coordinator
Milwaukee Job Corps
01.2011 - 03.2013
Residential Advisor
Milwaukee Job Corps
01.2010 - 01.2011
Youth Development Specialist
Servant Manor Inc
06.2009 - 01.2010
Youth Worker
Your Children Our Children
05.2008 - 08.2010
MBA - Business Management
University of Phoenix
Bachelor of Science - Criminal Justice, Legal Studies Emphasis
Missouri Western State University
Bachelor of Arts - Business
New Mexico State University
Associate of Arts - Business Management
Yavapai College
FSCP
Similar Profiles
Frank EluwaFrank Eluwa
Group Account Manager at Mutual Of AmericaGroup Account Manager at Mutual Of America
Len TenenbaumLen Tenenbaum
Lead Business Analyst at Mutual of AmericaLead Business Analyst at Mutual of America
Cole TuckerCole Tucker
Associate Contract Administration Specialist at Mutual Of AmericaAssociate Contract Administration Specialist at Mutual Of America