Jodi Pedersen
Destin,FL
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Strive to achieve the highest standard possible, at any given task and in any situation. Accustomed to working in challenging and fast-paced environments, particularly when dealing with multiple projects and priorities at the same time.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Property Inspector
Kick Back Concierge
01.2023 - Current
- Inspect properties for cleaning and maintenance issues
- Repair small maintenance issues
- Report large issues and recommendations with Property Management Company
- Prepared property for guest and owner arrival
- Managed property inventory and staging
- Deliver needed items to guests
Associate Financial Advisor
Northwestern Mutual Wealth
07.2020 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs
- Facilitated new client onboarding process and investment account setup
- Developed and maintained strong relationships with clients to maximize satisfaction
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Senior Financial Associate
Benjamin Edwards & Co
04.2017 - 05.2019
- Opened accounts for new and existing customers and assisted customers in completing application forms
- Administered account transactions with customers and assisted in generating sales opportunities
- Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action
- Annual audit preparation
Senior Financial Associate
Raymond James & Associates
06.2006 - 04.2017
- Administered account transactions and responded to customer inquiries concerning financial products
- Analyzed monthly trade reports
- Planned and coordinated client events
- Administered account transactions and responded to customer inquiries concerning financial products
- Opened accounts for new and existing customers and assisted customers in completing application forms
- Administered account transactions with customers and assisted in generating sales opportunities
- Maintained knowledge of new investment products and assisted in developing sales strategies
- Promoted and marketed finance and security products to customers
- Managed and responded to correspondence and inquiries from customers and vendors
- Coordinated client appreciation events
Education
Associate of Arts - Business Administration
Keiser University
Tallahassee, FL.06.2006
Skills
- Account Management
- Problem-Solving
- Analytical Skills
- Interpersonal Skills
- Conflict Resolution
- Project Management
- Client Service
Certification
- Series 7 & Series 63 Licensed
- Life & Health Licensed
Timeline
Property Inspector
Kick Back Concierge
01.2023 - Current
Associate Financial Advisor
Northwestern Mutual Wealth
07.2020 - Current
Senior Financial Associate
Benjamin Edwards & Co
04.2017 - 05.2019
Senior Financial Associate
Raymond James & Associates
06.2006 - 04.2017
Associate of Arts - Business Administration
Keiser University
- Series 7 & Series 63 Licensed
- Life & Health Licensed
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