Summary
Overview
Work History
Education
Skills
Licenses
Timeline
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Rachel Sims

Woodbridge,VA

Summary

Financial Advisor with a strong track record in developing client relationships and implementing customized investment strategies. Expertise in retirement planning and tax optimization, supported by advanced analytical skills. Improved client satisfaction through efficient processes, resulting in increased trust and enhanced portfolio performance.

Overview

18
18
years of professional experience

Work History

Financial Advisor

First Command Financial Planning
10.2020 - 08.2025
  • Cultivated strong client relationships to enhance trust and loyalty in financial portfolio management.
  • Delivered personalized investment recommendations while educating clients on financial matters.
  • Streamlined processes through team collaboration, improving overall client experience.
  • Developed tailored wealth management strategies for individuals and families based on specific goals.
  • Advised clients on strategic investments, optimizing portfolio performance according to risk tolerance.
  • Supported clients with budgeting and cash flow management to meet financial objectives.
  • Monitored economic trends and investment opportunities to facilitate informed decision-making.
  • Collaborated with insurance providers to assess coverage options aligned with individual risk management needs.

Certified Athletic Trainer

Encore Physical Therapy
10.2016 - 09.2020
  • Collaborated with coaching staff to create tailored training regimens for maximum athletic results.
  • Supported athletes in achieving camaraderie and wellbeing through off-field engagement.
  • Educated athletes about nutrition, hydration, and sleep for improved overall performance.
  • Maintained detailed records of injuries and treatments for continuous care coordination.
  • Executed concussion management protocols to safeguard athletes’ health after head injuries.

Sports Medicine Supervisor

ATI Physical Therapy
01.2015 - 10.2016
  • Ensured high-quality care standards for Athletic Trainers through effective leadership and problem-solving techniques.
  • Enhanced team productivity by implementing streamlined workflows and clarifying expectations.
  • Provided mentorship to junior staff, drawing from years of experience to support their development.
  • Conducted evaluations of Athletic Trainers, identifying improvement areas and recommending development strategies.
  • Resolved operational inefficiencies by implementing effective corrective actions.
  • Executed regular site visits to schools, confirming alignment with company standards.
  • Managed conflict resolution among team members swiftly to sustain a positive working environment.

Teacher/ Athletic Trainer

Church Farm School
08.2007 - 01.2015
  • Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
  • Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
  • Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.
  • Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
  • Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.

Education

Masters in Educational Leadership -

Immaculata University
Exton, PA

Skills

  • Financial advisory services
  • Client relationship building
  • Sales proficiency
  • Critical analysis

Licenses

  • Series 7 license
  • Series 66 securities license
  • Life and health insurance licenses in VA, DC, MD, PA, NY, CA, NE, SD, MI, AL, TX and Iowa.

Timeline

Financial Advisor

First Command Financial Planning
10.2020 - 08.2025

Certified Athletic Trainer

Encore Physical Therapy
10.2016 - 09.2020

Sports Medicine Supervisor

ATI Physical Therapy
01.2015 - 10.2016

Teacher/ Athletic Trainer

Church Farm School
08.2007 - 01.2015

Masters in Educational Leadership -

Immaculata University

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Rachel Sims