Kyler Brooksby
South Jordan,UT
Summary
Highly productive Financial Planning Assistant driven to develop and maintain lucrative client relationships. Results-oriented and known for streamlining administrative tasks. Looking for a new opportunity where attention to detail and financial planning experience will be appreciated.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Planning Assistant
Coign Capital Advisors
08.2021 - Current
- Managed client issues and returned calls and emails promptly.
- Observed data integrity and confidentiality procedures as per corporate and federal guidelines.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Developed recommendations specific to client's financial situation on variety of topics.
- Prepared reports and other documentation ahead of prospective client and current client meetings.
Server
Hidden Valley Country Club
04.2022 - 11.2023
- Served food and beverages promptly with focused attention to customer needs.
- Cultivated warm relationships with regular customers.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Education
Bachelor of Science - Personal Financial Planning
Utah Valley University
Orem, UT12.2024
Skills
- Telephone and Email Etiquette
- Proficient in eMoney
- Financial forecasting
- Client Records Oversight
- Document Preparation
Certification
Series 65
Languages
Portuguese
Limited Working
Timeline
Server
Hidden Valley Country Club
04.2022 - 11.2023
Financial Planning Assistant
Coign Capital Advisors
08.2021 - Current
Bachelor of Science - Personal Financial Planning
Utah Valley University
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