John Keizer
Vassalboro
Summary
Professional with strong background in relationship management and client engagement. Proven ability to drive growth and build lasting partnerships through effective communication and planning. Skilled in team collaboration, problem-solving, and adapting to changing priorities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager 529/ABLE
Vestwell Government Savings
07.2023 - Current
- Served as primary liaison for state partners on all program management inquiries.
- Cultivated strong client relationships to enhance satisfaction and retention with state partners sponsoring 529 and ABLE programs.
- Facilitated strategic initiatives of state programs between various departments including operations, product, reporting, compliance, and external vendors.
- Drove effective resolution of complex or escalated issues raised by state partners or savers.
- Developed in-depth understanding and knowledge of proprietary company systems, saver user experience and industry regulations.
Investment Adviser Representative
J.M. Arbour
01.2021 - 03.2023
- Guided new and existing clients through a comprehensive financial planning process including goal planning, retirement analysis, budgeting, investment allocation, draw-down strategies, asset management and estate planning.
- Led all 401(k) plan management through prospecting, analyzing existing vendors, presenting findings and guided implementations.
- Advised 401(k) plan participants through financial education, investment allocation guidance and converted rollovers into IRA or 401(k) accounts.
- Converted prospects from workshops and networking into individual wealth management clients.
Client Service Associate
Richard Brothers Financial Advisors
09.2018 - 12.2020
- Generated various reports regarding client accounts and financial plans.
- Collaborated with Operations Team to fulfill billing and performance functions.
- Developed and evaluated personal financial plans to create tailored recommendations.
- Handled client requests, asset movement, outreaches, documentation and onboarding.
- Assisted in project development and improvement to increase sales and client experience.
Education
CFP® Certification Program -
American College of Financial Services
01.2023
Bachelor of Science - Finance & Marketing
University of Southern Maine
01.2018
Skills
- Customer engagement
- Strategic planning
- Product knowledge
- Team collaboration
- Relationship building
- Presentations
- Critical thinking
Certification
CERTIFIED FINANCIAL PLANNER® Professional
Timeline
Senior Relationship Manager 529/ABLE
Vestwell Government Savings
07.2023 - Current
Investment Adviser Representative
J.M. Arbour
01.2021 - 03.2023
Client Service Associate
Richard Brothers Financial Advisors
09.2018 - 12.2020
CFP® Certification Program -
American College of Financial Services
Bachelor of Science - Finance & Marketing
University of Southern Maine
Leadership
Leader of Employer Plans: J.M. Arbour Wealth Management – 2023
- Served as firm lead for the sales, implementation and retention strategies of employer sponsored plans and participants.
Marketing Team Liaison: Richard Brothers Financial Advisers – 2020
- Coordinated brand content creation, monitored reporting of marketing leads, developed and fostered marketing strategies for reaching target audiences.