Financial Customer Service

Emily Holmes

703-***-****

adi6rb@r.postjobfree.com

**** **** ***** ** ******, VA 22180

Objective

Seeking a position that will utilize my financial planning bachelor’s degree and build upon my financial analysis and customer service skills

Education

Virginia Polytechnic Institute and State University B.S. Applied Economic Management Graduation Date: May 2019 Option: Financial Planning

Minor: Communication Studies

Wells Fargo Banking and Wealth Management Practicum January 2018

• Selected to participate in a case study course focused on financial planning, credit strategies, and client relationship management

• Gained a deeper understanding of wealth and estate planning, asset allocation, portfolio management, capital markets, mergers and acquisitions, and research and trading Experience

Financial Planner, Steigerwald, Gordon, & Koch Wealth Advisors, Leesburg, VA June 2019-Present

• Support the senior financial planners throughout the financial planning process, while optimizing the process to be as convenient and efficient as possible for the clients

• Analyze client financial situations and help prepare comprehensive retirement plans using MoneyGuide Pro and Microsoft Excel

• Expansive Microsoft Excel skills

• Provides excellent customer service on a daily basis Sales Associate, Volume Two Bookstore, Blacksburg, VA August 2017-May 2019

• Learned to work in a fast-paced environment while paying careful attention to detail

• Took weekly inventory of new items, assisted customers, excelled communication and customer service skills

Financial Planning Intern, VISTA Wealth Strategies LLC, Reston, VA June 2018-August 2018

• Prepared materials for client meetings by collecting relevant paperwork (e.g., prior meeting notes and current bank statements) and updating account balances; and created reports for 3-month, 6-month, and year-end for each client account

• To increase efficiency, helped firm move to a paperless office

• Used Morningstar to research ETFs and mutual funds for clients and MoneyGuidePro to help create client meetings reports

Independent Financial Planning Consultant, PlumTree Financial, Inc. Vienna, VA June 2017-October 2017

• Developed content for a PowerPoint presentation on Health Savings Accounts, Flexible Spending Accounts, Medical Savings Accounts, and 529 Plans for educational use

• Researched each of the accounts, contribution limits, eligibility requirements, and found/created client examples

Financial Planning Intern, Parkway Financial Strategies, LLC, Reston, VA May 2017-August 2017

• Participated in client meetings, organized client folders, made copies of documents prior to client meetings, followed up with clients after meetings, and called clients to schedule phone meetings

• Used Morningstar, eMoney, and Wealth Vision to research alternative investments for clients and to monitor performance of clients’ portfolios

Activities

• Financial Planning Association (FPA): August 2015 – Present

• Gamma Phi Beta Sorority: March 2015 – May 2019

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