Jennifer Nelson
Cottage Grove,MN
Summary
Dynamic financial professional with a proven track record of delivering comprehensive financial advice and innovative solutions. Recognized for a deeply empathetic approach and the ability to forge strong connections while educating clients on optimal financial strategies. A collaborative team player dedicated to achieving client satisfaction through tailored recommendations that align with individual goals. Committed to fostering long-term relationships built on trust and expertise in navigating complex financial landscapes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
Woodbury, MN
09.2024 - Current
- Demonstrated unwavering commitment to empowering clients and families in their pursuit of financial independence.
- Developed comprehensive financial plans tailored to individual client needs that are suited to their short and long-term goals
- Conducted thorough analysis of risk tolerance to develop personalized investment strategies.
- Promoted a collaborative environment among team members through a willingness to learn and exchange best practices.
- Guided clients in crafting and executing tailored wealth management strategies to enhance financial confidence and clarity.
- Nurtured client engagement through a deep understanding of unique values and objectives, promoting lasting partnerships.
- Attained recognition as top performer in branch by serving over 40 clients and generating $109,000 in premium during first year.
Ostomy Care Advisor
Coloplast
Minneapolis, MN
09.2023 - 09.2024
- Provided expert guidance on product selection and usage to enhance patient care and satisfaction.
- Educated patients on self-care management, promoting independence and autonomy in their daily lives.
- Provided crisis intervention when necessary by employing active listening skills while assessing risk levels.
- Helped address client complaints through timely corrective actions and appropriate referrals.
- Taught patients and families to use at-home medical equipment.
- Fostered strong relationships with new clients through genuine empathy to enhance company reputation.
- Managed over 50 inbound and outbound service calls on a daily basis
Physical Therapist Assistant
Remedy Therapy Services
St Louis Park, MN
11.2019 - 03.2021
- Ensured patient dignity due to specialized care needs i.e. ostomy bags, incontinence issues, wounds.
- Planned individually-designed treatment programs to restore, maintain and improve physical functioning, alleviate pain, and prevent disability.
- Maintained care continuity through multidisciplinary teamwork and collaboration.
- Educated patients and families on exercises and proper body mechanics.
- Excellent time management as demonstrated through caseload of 6-12 patients daily with productivity standards achieved.
Physical Therapist Assistant
HealthPRO Heritage
Minneapolis, MN
07.2018 - 11.2019
- Monitored patient’s response to treatment to determine necessary adjustment of therapy goals per patient tolerance.
- Administered daily patient caseload of 8-10, focusing on efficient processes and meticulous documentation for optimal care outcomes.
- Implements therapeutic procedures by instruction on exercise, neurologic re-education, gait and mobility training and other activities of daily living.
- Educated families and caregivers on treatment programs for improved at-home support.
- Followed all HIPAA rules and regulations regarding patient confidentiality.
- Adapted exercises to suit varied ages and abilities for personalized patient care.
Director of Rehab
Victory Health and Rehab
Minneapolis, MN
05.2019 - 08.2019
- Liaised with patients, families and other departments to adequately plan for patient rehabilitation needs and discharge plans.
- Maintained appropriate and adequate staffing and scheduling of patients on caseloads.
- Supervised, oriented, and trained rehab department employees to improve job productivity and maintain high standards of patient care.
- Achieved average 80% productivity for all therapy departments.
Education
Associate of Applied Science - Physical Therapist Assistant
Western Technical College
La Crosse, WI04-2018
Bachelor of Science - Kinesiology, Human Performance, Physical Therapy
University of Wisconsin-Eau Claire
Eau Claire, WI12.2011
Skills
- Continuous learning
- Analytical problem-solving
- Motivated professional
- Effective interpersonal communication
- Relationship building and management
- Retirement strategy development
- Investment strategy development
- Strategic risk management
Certification
- SIE
- Series 6
- Series 63
Languages
Spanish
Limited Working
Timeline
Financial Advisor
Northwestern Mutual
09.2024 - Current
Ostomy Care Advisor
Coloplast
09.2023 - 09.2024
Physical Therapist Assistant
Remedy Therapy Services
11.2019 - 03.2021
Director of Rehab
Victory Health and Rehab
05.2019 - 08.2019
Physical Therapist Assistant
HealthPRO Heritage
07.2018 - 11.2019
Associate of Applied Science - Physical Therapist Assistant
Western Technical College
Bachelor of Science - Kinesiology, Human Performance, Physical Therapy
University of Wisconsin-Eau Claire