Jordan Mitchell
Cedar Falls,IA
Summary
Dynamic professional with expertise in financial planning from Northwestern Mutual, excelling in client relationship management and financial modeling. Proven ability to enhance customer experiences and drive sales through teamwork and strategic analysis. Adept at leveraging organizational skills to achieve goals, consistently delivering results, and exceeding expectations in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Sales Floor Associate
Fleet Farm
Cedar Falls, IA
08.2024 - 05.2025
- Managing sales floor operations, including stocking shelves, organizing merchandise, and ensuring accurate product displays.
- Supporting inventory management by conducting regular stock counts and replenishing low-stock items.
- Collaborating with team members to meet goals and deliver a positive shopping experience during peak seasonal periods.
INTERN FINANCIAL PLANNER
Northwestern Mutual
Cedar Falls, IA
04.2024 - 08.2024
- Assisted in the development of comprehensive financial plans for clients, integrating insurance, investment, and retirement strategies.
- Collaborated with senior economic advisors to evaluate clients' financial situations and assess risk tolerance.
- Gained hands-on experience in financial advising and relationship management by participating in client meetings.
- Managed client portfolios, monitored financial performance, and provided support with client goals.
- Analyzed sales data to identify trends.
DETAILER
Witham Auto Center
Waterloo, IA
07.2023 - 04.2024
- Provided interior and exterior cleaning and detailing on customer and dealership vehicles.
- Managed time efficiently to complete the detailing of multiple cars in a short time frame.
- Maintained a visually appealing sales floor, elevating the shopping experience.
SALES ASSOCIATE
Under Armour
Altoona, IA
02.2022 - 06.2023
- Aided shopping customers in a selection of athletic wear while providing excellent customer service to ensure a positive shopping experience.
- Collaborated with team members to achieve sales targets and store objectives.
- Analyzed sales data to identify trends, driving targeted promotions.
SALES ASSOCIATE
Lowe's
Altoona, IA
02.2021 - 02.2022
- Helped customers in selecting lumber, hardware, and building materials for customer projects by providing product information.
- Operated forklift and other equipment to safely load and unload building materials.
Education
Bachelor of Arts - Financial Management & Business Administration
University Of Northern Iowa, Wilson College of Business
Cedar Falls, IA12-2025
Skills
- Microsoft Excel
- Financial modeling and analysis
- CRM experience
- Rapid and adaptive worker
- Client relationship management
- Multitasking
- Organizational skills
- Teamwork and collaboration
References
Reference available upon request
Timeline
Sales Floor Associate
Fleet Farm
08.2024 - 05.2025
INTERN FINANCIAL PLANNER
Northwestern Mutual
04.2024 - 08.2024
DETAILER
Witham Auto Center
07.2023 - 04.2024
SALES ASSOCIATE
Under Armour
02.2022 - 06.2023
SALES ASSOCIATE
Lowe's
02.2021 - 02.2022
Bachelor of Arts - Financial Management & Business Administration
University Of Northern Iowa, Wilson College of Business
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