RYAN PARADIS
Nashville,TN
Summary
Wealth management operations professional with 13+ years of experience in client servicing, case preparation, and account management within wealth management. Experienced in coordinating across trading, underwriting, compliance, and advisory teams to ensure seamless operations and exceptional client care. Currently pursuing the CFP designation to strengthen financial planning expertise and expand advisory capabilities.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Associate Wealth Management Advisor
Northwestern Mutual
New York, NY
10.2015 - Current
- Lead operational support for a top 20 producer, managing the day-to-day business goals and directing team priorities to ensure high-quality service delivery.
- Oversee the service life cycle for over 900 households and 1,600 insurance policies, acting as the primary point of contact for complex account processing and maintenance.
- Manage sophisticated administrative issues related to estate planning, tax documents, and insurance policy underwriting.
- Utilize financial planning software to prepare customized investment strategy materials, supporting the advisor in the discovery and review phases.
Financial Representative
Northwestern Mutual
Fort Myers, FL
01.2012 - 01.2015
- Built and scaled a robust financial security practice from the ground up, leveraging prospecting and interpersonal skills to acquire over 125 households within three years.
- Achieved "Top 100 New Financial Representative" status in Florida during the third year of practice, demonstrating a high level of professional tenacity and results-oriented focus.
- Utilized strong communication and presentation skills to explain complex financial issues to prospective and current clients.
Education
Bachelor of Arts - Accounting and Finance
Grace College
Winona Lake, IN05.2011
Skills
- Financial Planning
- CRM Management
- Client Servicing
- Underwriting Management
- S6, S7, S63
- Microsoft Office & Adobe Proficient
- Strong verbal and written communication
- High energy and positive attitude
Certification
- ChFC - Chartered Financial Consultant
- CLU - Chartered Life Underwriter
Timeline
Associate Wealth Management Advisor
Northwestern Mutual
10.2015 - Current
Financial Representative
Northwestern Mutual
01.2012 - 01.2015
Bachelor of Arts - Accounting and Finance
Grace College