Robert Tracy
Commerce,Michigan
Summary
Highly motivated individual with experience helping individuals and families achieve financial goals. Proven track record of success in helping clients reduce debt, build savings and increase net worth. Adept at developing and implementing customized financial plans to meet unique goals and objectives of each client. I am also a reliable worker with excellent communication, time management, and computer skills. I take pride in being a driven and detail-oriented individual with a desire to use analytical and problem-solving skills to meet goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Stifel
11.2023 - Current
- Maintained a high level of accuracy in processing financial transactions, reducing errors and ensuring timely completion.
- Delivered informative presentations to clients regarding financial products, increasing understanding and fostering strong relationships.
- Completed financial goal analysis for clients to illustrate historical portfolio performance.
- Managed tasks efficiently during periods of high volume or tight deadlines without compromising quality or attention to detail.
Financial Planner
Insignia Financial Company
05.2023 - Current
- Company Overview: An organization that focuses on a commitment to 'Providing Clear Direction'
- I work to help develop comprehensive financial strategies that are unique to each individual relationship
- Strategies include: Wealth Accumulation and Risk Mitigation, Retirement Income Planning, Asset Allocation, Risk Management, and Effective Estate Transfer
- An organization that focuses on a commitment to 'Providing Clear Direction'
Financial Planning Intern
Michigan Financial
05.2022 - 05.2023
- Collaborated with other departments to ensure accurate reporting of financial information
- Evaluated existing insurance policies for adequacy and identified areas where coverage could be improved
- Advised clients on asset allocation based on their individual risk tolerance levels
- Reviewed client's current financial situation to determine appropriate action plans
Marketing Intern
Reputation First Title Agency
04.2021 - 07.2021
- Brainstormed creative ideas to improve branding and company messages
- Provided customer service support via phone, email, or live chat applications
- Composed email newsletters to drive traffic to the website
- Worked closely with team, gaining knowledge of day-to-day processes and duties
Education
BACHELORS OF BUSINESS ADMINISTRATION - FINANCE
Michigan State
05.2023
Skills
- Active Listening
- Retirement Planning
- Asset Allocation
- Consultative Sales Techniques
- Prospective Client Engagement
- Financial And Estate Planning
- New Client Assessments
- Advising On Strategies
- Client Relationship Development
Certification
- Series 7 License
- Series 66 License
- Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
Personal Information
Title: Financial Planner
Timeline
Registered Client Service Associate
Stifel
11.2023 - Current
Financial Planner
Insignia Financial Company
05.2023 - Current
Financial Planning Intern
Michigan Financial
05.2022 - 05.2023
Marketing Intern
Reputation First Title Agency
04.2021 - 07.2021
- Series 7 License
- Series 66 License
- Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
BACHELORS OF BUSINESS ADMINISTRATION - FINANCE
Michigan State
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