Ryan Smith
Lawrence
Summary
Dynamic paraplanner with a proven track record at Ameriprise Financial, excelling in client service and financial planning. Adept at utilizing advanced financial software and fostering strong client relationships through effective communication. Recognized for proactive initiative and critical thinking, delivering tailored solutions that enhance client satisfaction and drive results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Paraplanner
Ameriprise Financial – Dan Cary and Associates
Lawrence
08.2024 - Current
- Resolve client inquiries with professionalism and care
- Maintain strong client relationships through respect, responsiveness, and clear communication
- Performed research into complex financial topics.
- Utilized financial planning software to create detailed reports for client presentations.
- Collaborated with team members to streamline internal processes and improve efficiency.
- Put together models of financial data for staff and customer use.
- Conducted research into tax planning strategies to minimize liability for high-net-worth individuals.
- Provided administrative support to enhance the overall client experience during consultations.
- Performed administrative tasks, such as filing paperwork and preparing meeting agendas.
- Reviewed and organized client financial documents for accuracy and completeness.
- Coordinated client meetings and ensured timely follow-up on action items.
- Maintained compliance with regulatory standards in all financial planning activities.
Intern
IPI Wealth Management
Quincy
12.2023 - 12.2023
- Gained hands-on experience with financial planning software including RightCapital, Holistiplan, Envestnet, and Nitrogen
- Built interpersonal relationships with clients during annual review meetings
- Fostered open communication with colleagues to ensure a cohesive work environment
- Drew data from multiple sources to complete tasks efficiently
- Utilized Microsoft Office (Word, Excel, PowerPoint, OneNote) for reporting and presentations
- Honed presentation skills through real-world client interactions
Delivery Driver
Pizza Hut
Wichita
06.2020 - 04.2023
- Assisted management by communicating issues and solutions effectively
- Operated vehicle safely in compliance with regulations
- Maintained positive attitude with customers, even in challenging situations
- Prepared daily routes to ensure efficient delivery times
Education
Bachelor of Science - Personal Financial Planning
Kansas State University
Manhattan, KS05.2024
Skills
- Client service excellence
- Interpersonal communication
- Financial planning and analysis
- Financial expertise
- Proactive initiative
- Goal-oriented approach
- Critical thinking
- Problem solving
- Due diligence
- Team collaboration
- Analytical thinking
- Growth mindset
- Communication skills
- Creativity and innovation
- Continuous learning mindset
- Financial software expertise
- Financial planning software proficiency
- Client financial documentation
- Retirement planning strategies
- Effective time management
Certification
• CFP® Certification, Exam Passed
• Series 7 License
• Series 66 License
• Kansas Health and Life Insurance Certified
• Series 7 License
• Series 66 License
• Kansas Health and Life Insurance Certified
Timeline
Paraplanner
Ameriprise Financial – Dan Cary and Associates
08.2024 - Current
Intern
IPI Wealth Management
12.2023 - 12.2023
Delivery Driver
Pizza Hut
06.2020 - 04.2023
Bachelor of Science - Personal Financial Planning
Kansas State University