Brittany B.

Experience

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  Independent Financial Services Firm

  Feb 2006 - Oct 2012

  Sr. Client Service Associate/ Registered Office Assistant (ROA)

  * Assist advisor in preparation & implementation of asset allocation, individualized financial analysis, asset and insurance proposals along with other documents for various meeting objectives* Identify opportunities for providing individualized financial solutions to clients and prospects* Manage client relationship software, including scheduling, contact information and notes* Maintain client and prospect contact via direct mail, email and phone calls* Ensure compliance of various types of advertising, including direct mail and email campaigns, seminars and financial publications Show less

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  Financial Services Firm

  Oct 2012 - now

  Financial Advisor

  * Assist customers with money movement, trading and other financial needs.* Create plan and investment documents based on advisor recommendations.