Romelia JONES
Tonawanda,NY
Summary
I am focused on expanding and applying my knowledge of the financial planning industry in the workforce and aim to learn new skills in different environments.
Overview
6
6
years of professional experience
Work History
FINANCIAL PLANNING ASSISTANT
COUNCIL ROCK WEALTH ADVISORY GROUP, AMERIPRISE FINANCIAL SERVICES
07.2023 - Current
- Joined Top 12 Franchise Group in Ameriprise to become a member of the financial planning department as well as assisting their support team
- I worked on various projects in a team dynamic, but also held a variety of individual responsibilities
- This included transitioning clients to the practice in preparation for an acquisition of an affiliated advisor’s retirement
- I also became proficient in learning how to use the eMeeting tool and MoneyGuide Pro for servicing advisor meetings as well as comprehensive financial plans
- In addition to the increase of responsibilities, I was asked to join the "Value to Stakeholders" committee to bring a fresh perspective for the future evolution of the company as member of the next generation of financial planners.
- In a rapidly growing industry with ever-changing tools as well an increase in regulations, we maintained our fiduciary responsibility paired with creating a unique, tailored, and fully serviced experience for all clients
- Upon successful completion of my Series 66 as well as obtaining my NY Life & Health Insurance License, I was promoted to a Fully Registered member on the team.
FINANCIAL PLANNING INTERN
JASON SALINSKI, AMERIPRISE FINANCIAL SERVICES
03.2021 - 06.2023
- My main responsibility in this role was to assist the financial advisor and paraplanner at this Ameriprise location
- This included creating PMT reports, tracking client portfolio performance, working with asset allocation tools, creating client goal-based reports, handling the mail and fund log, working with salesforce CRM, filing client information, and helping with other various projects depending on the needs of individual clients.
HOSTESS
GROTTO PIZZA
06.2018 - 05.2021
- Worked as both a hostess and counter-worker
- As a hostess, I set up table sections for the servers, made sure all servers got an equal number of tables, helped bus tables, and escorted guests to their seats
- I had several responsibilities in the take-out portion of the restaurant
Education
BS - FINANCIAL PLANNING & WEALTH MANAGEMENT, PROFESSIONAL SELLING & SALES MANAGEMENT
UNIVERSITY OF DELAWARE
Newark2023
Skills
- Bilingual (Native Spanish Speaker)
- Fully Registered; SIE, S7, S66, NY LAH
- Proficient in MS Excel, MS Access
- CRM Salesforce Skills
- Administrative Office Skills
- Portfolio Performance Tracking
- E-Money Certified, MGP Proficient
- CFP Education
- Completion of Sales and Customer Relationship Training
- Jefferson Leadership Award 2018
- Problem-Solving & Innovative Thinking
Timeline
FINANCIAL PLANNING ASSISTANT
COUNCIL ROCK WEALTH ADVISORY GROUP, AMERIPRISE FINANCIAL SERVICES
07.2023 - Current
FINANCIAL PLANNING INTERN
JASON SALINSKI, AMERIPRISE FINANCIAL SERVICES
03.2021 - 06.2023
HOSTESS
GROTTO PIZZA
06.2018 - 05.2021
BS - FINANCIAL PLANNING & WEALTH MANAGEMENT, PROFESSIONAL SELLING & SALES MANAGEMENT
UNIVERSITY OF DELAWARE
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