Jordan Roger Dallin
Bear River City,UT
Summary
Results-driven Financial Consultant with 5+ years experience and a proven track record in Sales, Finance, and Management. A good communicator who puts complex financial topics in clear terms for diverse clients. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Management Consultant
Fidelity Investments
07.2022 - 10.2023
- Offered investment guidance to clients with high net worth, utilizing guidance tools to align their needs with appropriate solutions, including products, research, and services.
- Collaborated with clients to develop comprehensive financial plans, addressing key areas such as retirement, estate planning, and tax strategies.
- Demonstrated expertise in driving customer acquisition while ensuring high level of client satisfaction.
- Promoted to Investment Solutions Consultant as soon as I was eligible
Stock Plan Consultant
Fidelity Investments
- Supported and guided plan participants who receive equity awards as a part of their overall compensation plan.
- Worked with branches throughout U.S, Ultra High Value stock plan participants to educate them about equity compensation awards and generate deeper relationship with clients.
Private Banker
Keybank
08.2021 - 07.2022
- Worked directly with clients that were ready to invest with $1,000,000 or more.
- Results-oriented Private Banker with a proven track record in delivering personalized financial services to high-net-worth individuals.
Chief Financial Officer
JT Cleaning Company
03.2019 - 08.2021
- Successfully achieved remarkable 100% growth rate for four consecutive years under my management
- Cultivated positive culture and environment, resulting in very low turnover within the company
- Led the strategic initiative to build and sell the business, overseeing the acquisition project in 2021.
Regional Sales Manager
State Farm Insurance
10.2017 - 03.2019
- Led sales and operations for financial products at State Farm, achieving number 1 in sales position across three surrounding states.
- Conducted annual client reviews, ensuring alignment of assets, investments, and insurance plans with client needs, timelines, and future protection
- Consistently exceeded sales targets through strategic planning, effective team leadership, and client relationships.
Education
Bachelor of Science - Accounting
Utah State University
Logan, UTSkills
- Wealth Management
- Financial Analysis
- Financial Planning
- Strategic Financial Planning
- High Net Worth Individuals Marketing
- Retirement Needs
- Tax Law Expertise
- Account Management and Updating
- Customer Relationship Management
- Financial and Estate Planning
- Sales Expertise
- Risk Assessment
Certification
- Series 7 License
- Series 63 License
- Insurance License - Property & Casualty
- Insurance License - Life and Health
Timeline
Investment Management Consultant
Fidelity Investments
07.2022 - 10.2023
Private Banker
Keybank
08.2021 - 07.2022
Chief Financial Officer
JT Cleaning Company
03.2019 - 08.2021
Regional Sales Manager
State Farm Insurance
10.2017 - 03.2019
Stock Plan Consultant
Fidelity Investments
Bachelor of Science - Accounting
Utah State University
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