JONATHAN EPPERLY
Aurora,Colorado
Summary
Workplace Planning Consultant with rapidly growing experience in the world of financial services. Adept in analytical thinking, strategic planning, leadership and building strong relationships. Highly motivated to leverage passion with an ever-growing skill set in order to continually benefit clients.
Overview
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
10 2022 - Current
- Assist customers with financial planning needs in regards to their workplace retirement plans by providing detailed strategy and retirement analysis reports on a daily basis.
- Executed approximately 15 client interactions per day via inbound , outbound and appointment based settings.
- Managed book of business in SalesForce in order to service leads , existing clients and maintain an efficient practice.
Financial Advisor
Prudential
06 2022 - 08 2022
- Worked closely with a senior advisor to source individual clients as well as small businesses by attending/hosting networking events.
- Provided strategic advice across a variety of financial products and services to assist individuals with their financial plan.
- Managed communication with approximately 25 customers per week , scheduled consultations and maintained detailed client records.
Intern
Equitable/Paradigm Wealth Management
05 2020 - 05 2022
- Maintained relationships with current clients by handling outbound and inbound calls in addition to attending client meetings.
- Ensure that all documents met compliance standards by reviewing new client paperwork and uploading appropriate records to the compliance system.
- Reviewed and updated statistical data presented in partner meetings
Website Manager/Marketing/Sales
Revalue Fitness
08 2018 - 03 2020
- Managed website projects from inception to completion, ensuring timely delivery and adherence to budget constraints.
- Ensured accurate inventory counts through regular audits and meticulous recordkeeping.
- Completed large container deal with client in Afghanistan worth over $20,000.
Education
B.S. - Economics
Auburn University
Auburn, AL05.2022
Skills
- Quantitative and Qualitative Analysis
- Market Research
- Team Collaboration
- Coachability
- Client Care
- Strategic Planning
Certification
- Series 7
- Series 66
- Life and Health
- CFP in progress
Software
- SalesForce
- R
- Tableau
- eMoney Advisor
Timeline
Workplace Planning Consultant
Fidelity Investments
10 2022 - Current
Financial Advisor
Prudential
06 2022 - 08 2022
Intern
Equitable/Paradigm Wealth Management
05 2020 - 05 2022
Website Manager/Marketing/Sales
Revalue Fitness
08 2018 - 03 2020
B.S. - Economics
Auburn University