Nadia Schmidt
Financial Advisor
Chelsea,Alabama
Summary
Detail-oriented, organized, and dependable financial consultant with a proven track record of managing multiple projects simultaneously, meeting deadlines, and exceeding expectations. Strong team player with interpersonal skills, excellent time management, and problem-solving skills. Seeking a full-time position that offers professional challenges and the opportunity to grow a career.
Overview
6
6
years of professional experience
3
3
Licenses
Work History
Analyst
ICapital Network(Previously SIMON Markets)
Birmingham, AL
07.2022 - Current
- Over-achieved goals by 20% for outreach and demonstrations of platform.
- Conducted system analysis, documentation, testing, implementation, and user support for platform transitions.
- Identified and addressed system issues to enhance usability and improve functionality in a timely manner.
- Evaluated and adopted new technologies to address changing industry needs, specifically surrounding annuities.
- Interpreted advisor's needs and introduced services to fit specific requirements.
- Maintained current understanding of the Alternative Investments and Annuities market conditions, compliance standards, and best practices.
Financial Relationship Consultant
Regions Bank
Birmingham, AL
06.2021 - 05.2022
- Provided excellent customer service, resulting in satisfied customers and an average 10% increase in sales annually.
- Managed operational tasks and filing, ensuring that all information is current and accurate.
- Assessed clients' financial situations and developed financial plans to help them achieve their goals.
- Solicited new clients through cold-calling and emailing.
- Educated clients on various financial matters and provided professional recommendations.
Financial Relationship Specialist
Regions Bank
Birmingham, AL
09.2018 - 06.2021
- Provided excellent customer service, resulting in satisfied customers.
- Prepared financial plans and developed financial models, helping clients achieve their financial goals.
- Managed daily cash flow, ensuring that all cash transactions are accurate.
- Set up savings plans for clients, helping them reach their financial goals.
- Reached new clients through cold-calling and emailing.
Assistant Manager
Sanibel Sunglass Company
Birmingham, AL
08.2017 - 08.2018
- Provided excellent customer service, resulting in satisfied customers.
- Managed customer flow, ensuring that all customers were greeted and assisted in a timely manner.
- Created and implemented a system for tracking out-of-stock merchandise, ensuring that customers were always informed of current statuses of their requested items.
- Created training manuals to help employees learn about products offered in store, increasing employee knowledge and sales.
- Set individual and team sales goals, and created daily tasks to help associates meet their goals.
Education
Bachelor of Business - Business
Jefferson State Community College
Birmingham, AL05.2026
Skills
- Customer Service
- Communication Skills
- Time Management
- Leadership
- SalesForce
- Sales
- Teamwork
- Organizational Skills
- Data Entry
- Complex Problem-Solving
Certification
FINRA SIE
FINRA Series 7 License
FINRA Series 63 License
CPR Certified
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
The problem is not to find the answer; it’s to face the answer.
Terence McKenna
Timeline
Analyst
ICapital Network(Previously SIMON Markets)
07.2022 - Current
Financial Relationship Consultant
Regions Bank
06.2021 - 05.2022
Financial Relationship Specialist
Regions Bank
09.2018 - 06.2021
Assistant Manager
Sanibel Sunglass Company
08.2017 - 08.2018
Bachelor of Business - Business
Jefferson State Community College
Similar Profiles
Venkata Jayandra Kumar LadeVenkata Jayandra Kumar Lade
Sr. Data Analyst (Assistant Vice President) at iCapital NetworkSr. Data Analyst (Assistant Vice President) at iCapital Network
Rahul UnnithanRahul Unnithan
Senior Software Engineer at Dish Network Technologies (previously SlingMedia)Senior Software Engineer at Dish Network Technologies (previously SlingMedia)
MARYAM ALMOREEMARYAM ALMOREE
Senior Analyst, Client Delivery Specialist – Data Solutions at iCapitalSenior Analyst, Client Delivery Specialist – Data Solutions at iCapital