Open To Work
Jonathan Groover, CFP®
Thomasville,GA
Summary
Experienced Financial Advisor with a proven track record at Synovus Securities, Inc., enhancing AUM by ~$6 million in 2025. Skilled in comprehensive financial planning and proactive communication, I excel in developing tailored investment strategies to client goals and fostering client relationships. Passionate about delivering exceptional service and comprehensive solutions.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
Synovus Securities, Inc.
10.2024 - Current
- Increased AUM by ~$6 million of new assets from retail branch referrals in 2025.
- Achieved CERTIFIED FINANCIAL PLANNER® certification in 2026.
- Implemented weekly branch trainings, enhancing referral pipeline effectiveness.
- Engaged in holistic discovery meetings with new prospects, delivering consultative, goals-based financial solutions.
- Utilize eMoney software to develop comprehensive financial plans for mass-affluent and high net-worth individuals in collaboration with a dedicated financial planning team.
- Conducted regular reviews of client portfolios, ensuring alignment with clients' financial objectives.
- Implement tax-efficient investment and withdrawal strategies to minimize tax liabilities.
Registered Client Service Associate
Truist Investment Services
03.2023 - 09.2024
- Provided exceptional customer service through clear communication and active listening, resolving issues quickly and professionally.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate account information.
- Established client onboarding process for two advisors, supporting improved client retention.
- Developed customized investment strategies for clients through research and analysis collaboration.
- Maintained a high level of accuracy in processing financial transactions, reducing errors and ensuring timely completion.
- Created organizational systems for files and records management, enhancing department productivity.
- Supported marketing efforts by creating and distributing client-facing materials, including newsletters, fact sheets, and investment commentaries.
Financial Advisor
Thrivent Financial
11.2022 - 03.2023
- Completed Series 7 and Series 66 licensing.
- Mastered Thrivent's product suite of insurance solutions, annuities, and mutual funds to effectively advise clients.
- Completed training on consultative advising process, enhancing client engagement through rapport building and tailored financial solutions.
Supplemental and Life Benefits Specialist
National Teachers Associates Life Insurance Company
07.2022 - 11.2022
- Educated plan participants on benefits using clear, accessible language to enhance understanding of options.
- Presented diverse supplemental insurance options including cancer, heart, accident, short-term disability, and various life insurance plans to meet participant needs.
- Followed a proven sales approach that is customer-centric and integrity-driven.
- Coordinated meetings with teachers alongside union representatives to facilitate effective benefit discussions.
English 9/10 / AP Lang and Comp / Speech Teacher
Brookwood School
08.2013 - 05.2021
- Instructed students in rhetoric, logic, and persuasive writing by designing and implementing an approved A.P. Language and Composition curriculum.
- Achieved a 98% pass rate on the A.P. Lang and Comp Exam over the course of three years.
- Guided students to develop confidence in public speaking through targeted coaching and practice.
- Worked with students to become confident debaters by coaching the Public Forum debate team.
- Coached the Georgia Independent School Association state champions in Public Forum Debate for the 2019 School Year.
- Designed and delivered engaging lectures and presentations incorporating multimedia to enhance learning across all subject areas.
- Coordinated and led the school's upper school devotion program to foster student engagement and community involvement.
College Admissions Counselor
Thomas University
01.2012 - 05.2013
Education
Master of Divinity -
Asbury Theological Seminary
Wilmore, KY05-2014
Bachelor of Arts -
Valdosta State University
Valdosta, GA05-2006
Skills
- Comprehensive Financial Planning
- Retirement Planning
- Portfolio Design and Monitoring
- Estate & Legacy Planning
- Insurance Solutions
- CRM & Planning Software (eMoney, Salesforce)
- Customer Relationship Management
- Proactive Communication for Client Retention
Certification
- CERTIFIED FINANCIAL PLANNER®
- Life and Health Insurance License
- Finra Series 7 License
- NASAA Series 66 License
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteSalary Range
$70000/yr - $200000/yrTimeline
Financial Advisor
Synovus Securities, Inc.
10.2024 - Current
Registered Client Service Associate
Truist Investment Services
03.2023 - 09.2024
Financial Advisor
Thrivent Financial
11.2022 - 03.2023
Supplemental and Life Benefits Specialist
National Teachers Associates Life Insurance Company
07.2022 - 11.2022
English 9/10 / AP Lang and Comp / Speech Teacher
Brookwood School
08.2013 - 05.2021
College Admissions Counselor
Thomas University
01.2012 - 05.2013
Master of Divinity -
Asbury Theological Seminary
Bachelor of Arts -
Valdosta State University