Melissa Bensman
Marietta,GA
Summary
Accomplished Financial Professional specializing in relationship building, advisor support and client satisfaction. Expert in identifying client needs and enhancing retention. Demonstrates exceptional problem-solving abilities and attention to detail, fostering long-term stability and growth for clients.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Planner
52 Weeks Financial
03.2016 - 04.2024
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Developed recommendations specific to client's financial situation on variety of topics.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Established and deepened existing client relationships through complex financial planning.
Investment Advisor
Charles Schwab & Co
04.2000 - 06.2009
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Enhanced client retention rates through proactive portfolio reviews and ongoing relationship management efforts.
- Conducted thorough due diligence on potential investments, minimizing exposure to unsuitable opportunities for clients.
- Assessed tax implications of investment decisions, optimizing after-tax returns for clients within the confines of existing regulations.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Advised clients on investments, retirement and estate planning.
- Studied financial documents to identify potential areas needing improvement.
Education
Certified Financial Planner - Financial Planning
Oglethorpe
Atlanta, GA10-2008
Bachelor of Arts - Public Relations
Georgia State University
Atlanta, GA05-1999
Skills
- Client relationship development
- Teamwork orientation
- Strategic financial planning
- Customer service
- Problem-solving
- Attention to detail
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 65 License - North American Securities Administrators Association through FINRA.
Timeline
Financial Planner
52 Weeks Financial
03.2016 - 04.2024
Investment Advisor
Charles Schwab & Co
04.2000 - 06.2009
Certified Financial Planner - Financial Planning
Oglethorpe
Bachelor of Arts - Public Relations
Georgia State University
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