Nichole Bazar
Abbeville,LA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Registered Branch Assistant
Edward Jones
Abbeville, LA
01.2000 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Developed financial plans and strategies tailored to clients' individual needs.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Education
Bachelor of Science - Dietetics
University of Louisiana
Lafayette05-1997
Skills
- Report Generation
- Meeting Coordination
- Document Preparation
- Financial Planning
- Portfolio Management
- Transaction Processing
- Account Servicing
Affiliations
- Self-employed owner of Brasseux's Hardware & Provisions. Opened 1st store in 2015 with my husband, Gerrod Brasseux. Currently assist with product purchase, social media management, and inventory resets.
Certification
- Series 7 license attained Oct-25-2021
- Series 66 license attained Jan-6-2022
Accomplishments
- Louisiana Grassroots Task Force for Edward Jones - Jan 2012 - Jan 2019
References
References available upon request.
Timeline
Registered Branch Assistant
Edward Jones
01.2000 - Current
Bachelor of Science - Dietetics
University of Louisiana
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