Jennifer Cottle
Leawood,Kansas
Summary
Licensed Financial Advisor Professional with strong investment industry background around customer relationship building and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
31
31
years of professional experience
1
1
Certification
Work History
High Net Worth Service Associate
Fidelity Investments
08.2024 - 11.2024
- Licensed full time remote position-Engaging customers with net worth of $250K-$1,000,000 in assets, via inbound calls, responding to their inquiries, and providing product and service level guidance, processing customer requests to include equity and mutual fund trades.
Part Owner
Larson Financial Services, Inc.
01.2007 - 12.2023
- Company Overview: Larson Financial Services, Inc., Overland Park, KS
- Educated clients on the various investment options.
- Worked with CPA’s on company tax returns and business reports.
- Marketing and Payroll.
- Managed company bank account by transferring bi-weekly broker dealer commissions.
- Running commission reports to determine profitability.
- Worked with a consulting firm to provide guidance on all aspects of the business.
- Organized client appreciation events each year.
- Met with wholesalers as needed on investments provided to our clients.
- As an owner in a private, family-owned financial advisory business, held various responsibilities.
Financial Advisor
Larson Financial Services, Inc.
01.1994 - 12.2023
- Company Overview: Larson Financial Services, Inc., Overland Park, Kansas
- Worked with CPA’s on company tax returns and business reports.
- Educated clients on the various investment options.
- Advised clients on investment strategies that best suited individual needs and goals.
- Developed financial plans for clients to ensure long-term financial stability and growth.
- Identified financial needs of customers through effective questioning and listening techniques.
- Provided guidance regarding cash flow management techniques tailored towards individual requirements.
- Explained complex financial concepts in a clear and concise manner to clients.
- Monitored the performance of investments and provided regular reports.
- Created and maintained comprehensive investment allocation plans.
- Generated customized portfolio reviews to achieve specific objectives.
- Established relationships with external advisors such as attorneys, accountants and estate planners.
- Developed custom financial strategies to achieve long-term financial goals.
- Implemented asset allocation models designed to maximize returns while minimizing risks.
- Reviewed client accounts regularly to determine assess life/economic changes, environmental concerns, or financial performance indicating a need for plan reassessment.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan.
- Guided clients in gathering information, such as bank account records, income tax returns, life, and disability insurance records, pension plans, or wills.
- Prepared and interpreted for client information, such as investment performance reports, financial document summaries, and income projections.
Education
Bachelor of Science (B.S.) - Finance
University of Colorado Boulder
Boulder, COSkills
- Investment Advising
- Client Counseling
- Serve Client Needs
- Client Contact
- Customer Account Review
- Cash Flow Projection
- Client Meetings
- Presentations
- Customer Proposal
- Complaint handling
- Client relations
- Problem resolution
- Relationship building
- Professional telephone demeanor
- Product knowledge
- Customer relationship management (CRM)
- Product sales
- Product education
- Report preparation
- Critical thinking
- Active listening
- Customer service
- Conflict resolution
Certification
- Series 7
- Series 65
- KS and MO Life Insurance licenses
Timeline
High Net Worth Service Associate
Fidelity Investments
08.2024 - 11.2024
Part Owner
Larson Financial Services, Inc.
01.2007 - 12.2023
Financial Advisor
Larson Financial Services, Inc.
01.1994 - 12.2023
Bachelor of Science (B.S.) - Finance
University of Colorado Boulder
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