- Obtained my CFP certification
- Getting involved in local advocacy groups to promote positive change in the community
- CRM buildout to streamline workflows for efficiency
Jenny McClellan
St. Charles,MO
Summary
Knowledgeable Financial Advisor with background in financial planning/analysis and banking. I have a proven track record of increasing sales, improving client retention, and growing customer bases. Exceptional problem-solving skills and extensive experience of regulatory compliance and financial reporting standards. My talents shine in competitive, innovative, and creative environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Planning Analyst
Citigroup, LLC
04.2022 - 01.2024
- Used NaviPlan, Money Guide Pro, SalesForce, & NetX (Pershing) to create financial databases to assemble, verify and back up data.
- Prepared comprehensive financial reports by collecting, formatting and analyzing key data points.
- Supported company growth with detailed budgeting methodologies and long-term financial projections.
- Provided creative alternatives and recommendations to reduce costs and improve financial performance.
- Valued assets by appraising current condition and assessing potential depreciation.
- Provided training and guidance to junior analysts, fostering their professional development and enhancing team performance overall.
Financial Service Professional
St. Charles Financial Services
10.2020 - 03.2022
- Managed the brokerage side of the firm that held approximately 1,700 clients.
- Created policies and procedures using workflow technology within CRM (RedTail), I integrated and managed all advisor’s client accounts using Albridge, Morningstar and Byallaccounts software.
- Worked one-on-one with clients to manually analyze their current financial data, suitability, financial goals and needs to create and recommend a sound, fit and sophisticated portfolio to reach all their concerns and goals.
- Sold various complex financial products (such as IULs, insurance, brokerage, advisory, and alternatives) that met clients specific needs.
- Utilized tax harvesting strategies to assist with firms largest client portfolios (valued <$10M per household).
- Managed 401k plans and business clients.
- Coordinated with insurance providers to deliver suitable policies for clients, protecting their assets and interests.
- Achieved operational efficiency by implementing digital tools that streamlined account management tasks.
Group Division Manager
Compass Health Consultants
11.2019 - 10.2020
- Managed the business client operations in assigned divisions to achieve company insurance sales goals
- Evaluated division performance and recommend new strategies for performance improvements
- Resolved business issues and ensure that all escalated issues are closed
- Identified areas of improvement in operational workflows to better align resources with organizational goals.
Senior Registered Client Associate
Wells Fargo Advisors
09.2016 - 04.2019
- Conducted comprehensive portfolio reviews to ensure alignment with clients'' financial objectives and risk tolerance.
- Monitored account activity closely, proactively addressing potential issues before they escalated into larger problems for clients or the firm.
- Collaborated with financial advisors to develop customized wealth management strategies for high-net-worth clients.
- Ensured compliance with company policies and industry regulations, maintaining accurate records for audits and inspections.
Brokerage Service Representative
Vantage Credit Union
02.2014 - 09.2016
- Served as a liaison between multiple advisers and their clients as needed.
- Prepared in depth analysis of clients current portfolio performances on existing products to prepare for client annual reviews and gathered documents from clients for initial sales meetings.
- Prepared recommendations that where to be presented to clients along with paperwork for client transactions
- Process investment & insurance applications seeing them through to completion and resolving compliance with brokerdealer back office.
- Increased client satisfaction by providing exceptional customer service and promptly addressing inquiries.
- Proactively identified areas for process improvement, leading to increased productivity within the team as a whole.
Member Services Representative
Neighbor’s Credit Union
07.2012 - 02.2014
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
Senior Customer Service Specialist
Bank of America
08.2005 - 11.2007
- Handled complex or escalated calls from bank customers or internal partners.
- Managed high-volume call center tasks, maintaining professionalism under pressure and prioritizing customer needs.
- Reduced response times through the optimization of call center operations, resulting in increased customer satisfaction ratings.
- Improved overall sales performance with targeted coaching sessions for individual agents.
Education
Bachelor of Science - Finance
Lindenwood University
St. Charles, MO05-2026
Skills
- Strategic financial planning
- Attention to Detail
- Self Motivation
- Analytical Thinking
- Sales goal achievements
- Retirement planning
- Relationship building and management
- Investment advice
Certification
- Series 7
- Series 66
- Life & Health
References
References will be furnished on request.
Accomplishments
- Increased revenue at St. Charles Financial by over 57% (to ~$410,600.03) in one year by analyzing their existing book and streamlining the new business processes using CRM.
- Awarded recognition as top Sales MSR of all Neighbor’s Credit Union branches.
Interests
Timeline
Financial Planning Analyst
Citigroup, LLC
04.2022 - 01.2024
Financial Service Professional
St. Charles Financial Services
10.2020 - 03.2022
Group Division Manager
Compass Health Consultants
11.2019 - 10.2020
Senior Registered Client Associate
Wells Fargo Advisors
09.2016 - 04.2019
Brokerage Service Representative
Vantage Credit Union
02.2014 - 09.2016
Member Services Representative
Neighbor’s Credit Union
07.2012 - 02.2014
Senior Customer Service Specialist
Bank of America
08.2005 - 11.2007
Bachelor of Science - Finance
Lindenwood University