Nathan Stout
Grand Rapids
Summary
Experienced Associate Financial Advisor at Northwestern Mutual with expertise in insurance and retirement planning. Proven ability to enhance client satisfaction through effective communication and organization. Successfully managed investment accounts and streamlined financial processes, demonstrating strong time management skills. Committed to delivering tailored financial solutions that meet client needs.
Overview
4
4
years of professional experience
Work History
Associate Financial Advisor
Northwestern Mutual
07.2023 - Current
- Open/Close Individual Investment Accounts
- Open/Close Retirement Accounts
- Help client if they want to make contributions, withdrawals, or rollovers into existing accounts.
- Answer basic questions on expenses and taxes.
- Help with insurance applications.
Financial Services Intern
MiHiN
06.2021 - 04.2023
- Ran Accounts Payable & Accounts Receivable reports on Excel.
- Ran Wages Payable reports based on hours submitted by MiHiN employees in Excel.
- Assisted CPA boss with whatever help she asked for.
Education
Bachelor of Science - Finance
Spring Arbor University
Spring Arbor, MI05-2023
Skills
- Insurance planning
- Retirement planning
- Speaking/Listening with clients
- Time Management
- Organization
Accomplishments
- Fully Insurance licensed (LAH Exam)
- Fully Investments licensed (SIE, Series 7, 63, & Variable Annuities)
- Received Emerging Leader in Finance Award upon graduating from Spring Arbor University in 2023.
Timeline
Associate Financial Advisor
Northwestern Mutual
07.2023 - Current
Financial Services Intern
MiHiN
06.2021 - 04.2023
Bachelor of Science - Finance
Spring Arbor University