Jonathan Lamprecht
Monmouth Junction
Summary
Developed skills in financial planning and analysis within a client-focused environment, now seeking to transition into a new field. Expertise includes strategic decision-making and effective communication, useful across various industries. Proven ability to deliver value and build strong relationships, adaptable to diverse professional settings.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors/Karr Barth Associates
11.2022 - Current
- Provide financial planning and investment advice to clients
- Assess clients' financial goals and risk tolerance to make proper recommendations
- Develop and implement holistic financial strategies for retirement
- Conduct comprehensive financial analysis and create personalized plans
- Utilize Life Insurance, Annuity, Long-term care, and Investment strategies to build plans for clients
- Monitor and manage clients' investment portfolios
- Assist with budgeting, cash flow, retirement planning, education planning, tax savings, and estate planning
- Educate clients on various financial topics
SPEN Producer Assistant - Summer Internship
Equitable Advisors
06.2021 - 08.2021
- Served in a supervisory role for the summer mailing project
- Organized books of business for financial advisors using Excel and Salesforce
- Supervised interns, ensuring deadlines were met
- Provided daily updates to direct manager and Senior Advisors
- Collaborated with advisors to tailor mailings to their liking
- Initiated proactive problem-solving
Education
Bachelor of Science - Finance
Rowan University
05.2022
Skills
- Microsoft Office
- Salesforce
- Project Collaboration
- Team Collaboration
- Proactive Problem Solving
- Client Relationship Management
Certification
- FINRA Series 7
- NASAA Series 66
- Life Insurance Producer: NY, NJ, PA
- Accident & Health Insurance Producer: NY, NJ, PA
Extracurricular Activities
- Club Wrestling
- Volunteer at St. Jude’s Children’s Hospital
- Tau Kappa Epsilon Fraternity: Served as Chaplain and Treasurer
Timeline
Financial Advisor
Equitable Advisors/Karr Barth Associates
11.2022 - Current
SPEN Producer Assistant - Summer Internship
Equitable Advisors
06.2021 - 08.2021
Bachelor of Science - Finance
Rowan University
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