Jennifer McCallian
Financial Advisor/CFP
Edmond,OK
Summary
High-achieving financial services professional with 7 year history of success in wealth management and financial planning. Dedicated and organized financial professional seeking new opportunities to drive sales and growth. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.
Overview
10
10
years of professional experience
Work History
FinancialAdvisor
JP Morgan Securities
Scottsdale , AZ
01.2020 - Current
- Demonstrated self-reliance by meeting and exceeding workflow needs.
- Collaborated with others to discuss new investment and banking opportunities.
- Created agendas and communication materials for team meetings.
- Provide excellent service and attention to customers when face-to-face or through phone conversations.
- Improved customer satisfaction by finding creative solutions to problems.
- Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.
- Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Implemented diverse wealth management options to meet client objectives.
Financial Advisor/Book of Business Manager
The Vanguard Group
Scottsdale , AZ
04.2017 - 11.2019
- Built book from 0 to 180 AUM in 24 months with 97% retention rate and new account conversion rate of 95%. Advisor satisfaction score of 10 out of 10.
- Assist clients with planning, funding, budgeting, goal development and distributing during accumulation and retirement phases.
- Counseled clients via phone, video conference and face to face on financial matters and provided recommendations on investment opportunities, products and services based on client needs and goals.
- Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products. Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Provide retirement income analysis including dividend income, social security evaluation and pension options.
- Manage implementation of investment portfolios and provide ongoing maintenance including balancing activities.
- Leveraged customer service and consultative sales techniques to meet sales benchmarks.
- Assisted in various financial modeling activities, including new market investments and acquisition analysis.
Wealth Advisor
USAA Investments
Phoenix , AZ
09.2013 - 04.2017
- Top 5 advisor in company life insurance sales in second year of advice. Consistently top performer in managed money enrollments.
- Enrolled new clients in the managed portfolio service which included in depth conversations about market trends and client goals.
- Talked to clients to determine expenses, income, insurance coverage, financial objectives and tax statuses to develop financial plan.
- Provided professional advice to clients regarding individual financial plans and strategies.
- Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
- Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
- Managed equity and fixed income portfolios risk and performance using Monte Carlo simulation.
Education
CFP (R) - Certified Financial Planner
College For Financial Planning, Inc.
2016
Bachelor of Science - Political Science And Government
University of Colorado At Denver
05.2011
Skills
- Analytical and Detail Oriented
- Advising on Investments
- Asset Allocation
- Asset Protection Strategies
- Book management/service
- Building Effective Relationships
- Captives
- Cash Flow analysis
- Charitable Giving
- Clean U-4
- Compliance Knowledge
- Critical thinking
- Developing financial plans
- Excellent organization and communication skills
- Face to face consultations
- Financial Planning/Plan Development
- Making insurance decisions
- Managing wealth
- Performance Analysis
- Planning for retirement
- Presentation Skills
- Private Equity/Alternative Investment
- Proficient in planning software
- Project planning
- Quality Assurance
- Sales expertise and process
- Tax Planning
- Team management
- Team Player/Team Building
- Telephone/Video Conference Skills
- Trust Estate Planning
- Uncompromising work ethic
- Understanding tax law
Timeline
FinancialAdvisor
JP Morgan Securities
01.2020 - Current
Financial Advisor/Book of Business Manager
The Vanguard Group
04.2017 - 11.2019
Wealth Advisor
USAA Investments
09.2013 - 04.2017
CFP (R) - Certified Financial Planner
College For Financial Planning, Inc.
Bachelor of Science - Political Science And Government
University of Colorado At Denver
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