Kelly Venable
Carterville,IL
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
31
31
years of professional experience
Work History
Financial Advisor
Edward Jones
08.2017 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Registered Branch Associate
Edward Jones
09.2021 - 04.2022
- Increased customer satisfaction by providing efficient and friendly service at the branch.
- Provided exceptional customer care through active listening, empathetic understanding, and tailored recommendations based on individual needs.
- Coordinated with other departments within the bank as needed to ensure seamless workflow between all parties involved.
- Maintained strict confidentiality of sensitive customer information in compliance with bank policies and industry regulations.
Elementary School Teacher
CUSD #5
08.1993 - 08.2012
- Created lesson plans to correlate with state curriculum standards and devised educational programs to meet educational objectives.
- Evaluated and assessed student progress regularly, providing constructive feedback and adapting teaching methods accordingly.
- Established open communication and positive relationships with students, parents, peers, and administrative staff.
- Established a positive classroom environment through effective classroom management strategies, fostering respect and cooperation among students.
Education
Bachelor of Science - Elementary Education
SIU-C
Carbondale, IL 6291805.1990
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
Licenses
Series 7
Series 66
Insurance License
Timeline
Registered Branch Associate
Edward Jones
09.2021 - 04.2022
Financial Advisor
Edward Jones
08.2017 - Current
Elementary School Teacher
CUSD #5
08.1993 - 08.2012
Bachelor of Science - Elementary Education
SIU-C
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