Jordan Jensen
Plano,TX
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Soltis Investment Advisors
08.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Senior Associate
CAPTRUST
06.2018 - 08.2022
- Portfolio management of firm's discretionary models through cash and target allocation
- Best execution of single name equities, exchange traded funds, and mutual funds
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement
- Developed relationships between client service members, financial advisors, and custodians
- Conducted trade desk operations and execution on over $10 Billion of wealth management assets
- Expert in multi-tasking and time sensitive tasks through acute problem solving
- Demonstrated leadership by making improvements to work processes and helping to train others
- Applied exceptional skills in communication and conflict-resolution to improve decision-making process.
Derivatives Analyst
Northern Trust
07.2017 - 06.2018
- Member of the Trade capture team within the OTC Derivatives department
- Team lead in Investment Manager coverage (Responsible for as many as 28 clients)
- Weekly user of the Bloomberg Terminal systems
- Proficient user of Microsoft Excel (Macros, V-look ups, etc.).
Education
Bachelor of Science in Finance and Supply Chain Management -
Elmhurst University
Elmhurst, IL05.2017
Skills
- Managing Wealth
- Capital Markets Management
- Portfolio Analysis
- Stock Market Expertise
- Retirement Planning
- Risk Assessment
Certification
Series 7, 65
Timeline
Financial Advisor
Soltis Investment Advisors
08.2022 - Current
Senior Associate
CAPTRUST
06.2018 - 08.2022
Derivatives Analyst
Northern Trust
07.2017 - 06.2018
Bachelor of Science in Finance and Supply Chain Management -
Elmhurst University
Similar Profiles
Shane A. O’BrienShane A. O’Brien
Senior Wealth Advisor at PEAK AMERICAN INVESTMENT ADVISORSSenior Wealth Advisor at PEAK AMERICAN INVESTMENT ADVISORS
William ThomeWilliam Thome
Intern at NVNG Investment AdvisorsIntern at NVNG Investment Advisors
Lisa HurstLisa Hurst
Relationship Manager at Bell Investment AdvisorsRelationship Manager at Bell Investment Advisors