Paula Frank
Benicia,CA
Summary
Accomplished Senior Financial Advisor at Empower, adept in Microsoft Excel and client engagement, significantly enhanced wealth management strategies and retirement outcomes. Leveraged interpersonal skills to build lasting relationships and collaborated effectively across teams, driving client loyalty and asset growth. Proven track record in exceeding client expectations through results-driven advice and strategic planning.
Overview
7
7
years of professional experience
1
1
Certificate
Work History
Senior Financial Advisor and Planner
Empower
03.2024 - Current
- assist Clients build and execute wealth management strategies based on their unique goals and objectives.
- Facilitate new client onboarding process and investment selection setup.
- Develop personal rapport with each client to maintain customer loyalty by phone, email and MSFT Teams interactions.
- Collaborate with cross-functional teams to develop integrated strategies for estate planning, Portfolio strategies, Social Security optimization and Life Insurance Analysis.
- Building lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
Retirement Plan Advisor-Government Markets
Empower
06.2022 - 03.2024
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Conducted Retirement Readiness Review meetings with Individuals, as well as Group educational presentations and Career Fair Events.
- Used consultative expertise to improve retirement out comes.
- Worked in collaboration with RMs, CSMs, Communication Strategists and Management teams to maximize client penetration.
Relationship Manager-Core Market
Empower
05.2017 - 06.2022
- Helped Advisors and Third party Administrators grow and service their clients through education, strategies, plan reviews and Asset diversification
- worked to uncover New AUM opportunities on underperforming plans throughout my book of business by collaborating with internal wholesale and SPA team.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products when appropriate.
- Developed multiple plan level relationships with HR, C Suite Executives, Financial Advisors and Third Party Administrators.
Education
Bachelor of Arts - Speech Communication
San Francisco State University
San Francisco, CASkills
- Microsoft Excel
- Verbal and written communication
- Stock market expertise
- Interpersonal and written communication
- Client Engagement
Certification
- Finra 6 & 63
- California Life Health and Disability
Timeline
Senior Financial Advisor and Planner
Empower
03.2024 - Current
Retirement Plan Advisor-Government Markets
Empower
06.2022 - 03.2024
Relationship Manager-Core Market
Empower
05.2017 - 06.2022
Bachelor of Arts - Speech Communication
San Francisco State University
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