Layton Laird
Baton Rouge,LA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Financial Planner
Presley Wealth Management
11.2022 - Current
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Monitored and updated financial plans to comply with client goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Managed sensitive client information with utmost discretion, building trust among existing and prospective clientele alike.
Client Service Representative/Paraplanner
Presley Wealth Management
03.2022 - Current
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Responded to customer calls and emails to answer questions about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
Store Manager
Fitness And Health Supplements
08.2019 - 08.2020
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Completed point of sale opening and closing procedures.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
Education
Bachelor of Science in General Business Administration -
Louisiana State University Shreveport
05.2021
Skills
- Retirement planning
- Attention to Detail
- Critical Thinking
- Microsoft Excel
- Computer Skills
- Communication
- Follow-up skills
- Client Relations
- Meeting deadlines
- CRM Software
Licenses
- FINRA Series 65
- Louisiana Life, Health, and Accident Insurance
Timeline
Financial Planner
Presley Wealth Management
11.2022 - Current
Client Service Representative/Paraplanner
Presley Wealth Management
03.2022 - Current
Store Manager
Fitness And Health Supplements
08.2019 - 08.2020
Bachelor of Science in General Business Administration -
Louisiana State University Shreveport