KaiLeigh Fisher
Arlington
Summary
Dedicated and focused individual who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a position with the possibility of increased responsibility. Deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
05.2019 - Current
- Meet with clients to discuss their financial goals, concerns, and current financial situations.
- Gather relevant financial data and assess their needs.
- Financial Planning: Develop comprehensive financial plans that address clients' goals, including retirement planning, investment strategies, tax optimization, and risk management.
- Investment Management: Recommend investment products and strategies based on clients' risk tolerance, time horizon, and financial objectives.
- Monitor client portfolios and adjust strategies as needed.
- Market Research: Stay informed about market trends, economic conditions, and financial products to provide informed advice and recommendations.
- Client Education: Educate clients on financial concepts, investment options, and market conditions to empower them to make informed decisions.
- Relationship Management: Build and maintain long-term relationships with clients through regular communication, meetings, and follow-ups.
- Compliance: Ensure that all financial advice and transactions comply with regulatory requirements and company policies.
- Maintain accurate records and documentation.
- Networking: Develop a network of potential clients through referrals, networking events, and community involvement to grow your client base.
- Stay updated on industry changes, new financial products, and regulations through ongoing education and professional development.
Special Education Specialist
DFW Independent School District
08.2020 - Current
- Implement appropriate research-based instructional strategies to promote student and colleague achievement.
- Deliver instructional activities that are differentiated according to knowledge, learning style, and individual need.
- Ability to think innovatively to improve processes and suggest solutions within the appropriate teams.
- Proficient presentation and project management skills.
- Run meetings discussing cross-planning, data analysis, and proper pedagogy.
- Strong project management with the ability to manage, implement and analyze various initiatives in a fast-paced environment.
Volunteer
UMC Of The Covenant
06.2011 - Current
- Helped out whenever needed in various capacities.
- Helped prepare parent correspondence for Covenant Early Childhood Learning Center.
- Reported on youth activities for monthly church newsletter.
- Was involved in yard work projects and changed verbiage on marquee sign.
- Solicited donations for youth and church wide garage sales.
- Assisted with tracking paperwork and contacting of winners for silent auctions.
- Served as alternate in running the PowerPoint presentation during worship services.
Financial Advisor (Intern)/Executive Assistant
Northwestern Mutual
05.2019 - 05.2020
- Intern at Northwestern Mutual.
- Ran my own financial planning practice.
- Reached out to clients through calling and social media to build clientele.
- Build relationships with individuals.
- Developed financial advice based on one's income and expenses.
- Sold life insurance, disability insurance, annuities, and investments.
- Well versed in all of these areas.
- Runs meetings with clients informing them on these topics while also filing their paperwork and reporting to a team which assists in building clients and closing sales.
- Worked with platforms like Client Relations Management (CRM), PX Planning, and other software compliant to the job.
Education
Bachelor of Sciences - Integrative Studies, Economics, Business, Education
University of North Texas
Denton, Tx05.2020
Bachelors of Business Administration - Finance, Mathematics
Abilene Christian University
Abilene, TX07.2018
Skills
- Microsoft Excel
- Proofreading
- Google Mail
- Google Docs
- Problem Solving
- Self-directed
- Interpersonal Skills
- Results-oriented
- Detail-oriented
- LMS
- CRM
- Canvas
- Frontline
Accomplishments
- Member of Mu Alpha Theta Math Honor Society
- A member of Sigma Theta Chi at Abilene Christian University
- Member of Alpha Lambda Sigma Mathematics Honor society
Timeline
Special Education Specialist
DFW Independent School District
08.2020 - Current
Financial Advisor
Northwestern Mutual
05.2019 - Current
Financial Advisor (Intern)/Executive Assistant
Northwestern Mutual
05.2019 - 05.2020
Volunteer
UMC Of The Covenant
06.2011 - Current
Bachelors of Business Administration - Finance, Mathematics
Abilene Christian University
Bachelor of Sciences - Integrative Studies, Economics, Business, Education
University of North Texas
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