Jodie Wilson
Allen Park,MI
Summary
Dynamic financial professional with experience at DFCU Financial, skilled in wealth management and investments. Proven track record in developing personalized investment strategies and enhancing client satisfaction through ethical behavior and exceptional service. Adept at utilizing CRM software to streamline processes and foster long-term client relationships.
Overview
24
24
years of professional experience
Work History
Financial Advisor
Fintopia Investments, Wela Financial
09.2020 - 09.2025
- Assisted clients in developing personalized investment strategies aligned with financial goals.
- Analyzed market trends and provided insights to enhance client portfolios.
- Facilitated client meetings to review performance and adjust investment plans as needed.
- Educated clients on investment products, risk management, and market opportunities.
- Monitored and evaluated account performance, ensuring alignment with client objectives.
Financial Consultant Assistant
DFCU Financial
03.2017 - 07.2020
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
- Facilitated client meetings to present financial recommendations and address inquiries effectively.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
Financial Advisor Assistant
Commonwealth Financial
02.2002 - 09.2004
- Assisted financial advisors in preparing client presentations and investment proposals.
- Maintained organized client records using financial management software.
- Coordinated scheduling of client meetings and follow-ups to enhance service delivery.
- Processed account applications and documentation for new clients efficiently.
Education
Bachelor of Arts - International Studies
University of Michigan, Dearborn
Dearborn, MI12-1993
Skills
- Ethical behavior
- CRM software experience
- Continuing education
- Series 7, 66
- Life, Accident & Health, Variable Annuities
- Wealth management
- Relationship building and management
- Analytical thinking
Timeline
Financial Advisor
Fintopia Investments, Wela Financial
09.2020 - 09.2025
Financial Consultant Assistant
DFCU Financial
03.2017 - 07.2020
Financial Advisor Assistant
Commonwealth Financial
02.2002 - 09.2004
Bachelor of Arts - International Studies
University of Michigan, Dearborn