Maria Carmignani
Elmhurst,IL
Summary
Financial Advisor Support Specialist with expertise in building strong client relationships and delivering personalized investment advice. Skilled in aligning client values with financial goals, driving notable client retention through strategic communication and thorough financial analysis. Committed to ongoing professional development to stay ahead in financial planning trends.
Overview
16
16
years of professional experience
Work History
Advisor Support Specialist
Self-employed Virtual Paraplanner
10.2010 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Strengthened client relationships through regular, insightful communications.
- Increased client satisfaction, providing personalized investment advice based on thorough financial analysis.
- Align client values with their financial goals.
- Tracked progress and accountability for clients.
- Supported advisors in preparing for client meetings, ensuring a smooth flow .
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Enhanced client satisfaction by providing thorough financial planning support and timely recommendations.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Examined financial statements and records to collect important details and verify calculations.
Education
Bachelor Of Arts - Business
Elmhurst University
Elmhurst, IL5 2000
Skills
- Onboarding of new client workflow & maintaining current client information
- Preparation of Client reports & related materials for client meetings
- Breakdown of client meeting and assignment of follow up tasks
- Compose a detailed client letter summarizing key points form their meeting
- Brainstorm with Advisor and management of calendar
- Versed in custodian processes, client household, transfers, rollovers, TOA's, RMD's, contributions, conversions, back door roth and a multitude of account types
- Timely and consistent communications with clients, taking the time required to invest in the relationship
- Quarterly Billing, debiting advisor fees pro-rata from investment accounts
- Focus on the 6 areas of Planning Investments, Income Goal & Life Planning, Taxes, Estate Planning, Asset Protection & Finance
- Proficient in ACT for Advisors, Filecenter, Sharefile, Outlook, Quickbooks & Excel
Timeline
Advisor Support Specialist
Self-employed Virtual Paraplanner
10.2010 - Current
Bachelor Of Arts - Business
Elmhurst University