Financial Planning Office Assistant
Resume:
Rebecca Buskirk
Qualification Summary
******@*****.*** • 814-***-****
State College, PA 16801
Dynamic professional with comprehensive experience in providing tailored financial advice and strategic investment solutions. Expert in cultivating strong client relationships, analyzing market trends, and aligning investment strategies with personal objectives and risk tolerance. Proven track record in training and developing new financial advisors to enhance team capabilities. Skilled in engaging clients through comprehensive financial planning, enabling clearer understanding of financial goals and needs. Strong background in education and corporate training, adept at delivering knowledge through innovative instructional methods. Passionate about supporting clients in achieving financial success and empowering teams through effective leadership and mentorship.
Areas of Expertise
Retirement Planning
Curriculum Development
Market Trend Analysis
Asset Allocation
Leadership & Mentorship
Client Relationship Management
Instructional Design
Training and Development
Investment Strategy
Professional Experience
Levins Furniture Store, State College, PA
Office Assistant – Sales
2022 — Present
Deliver strategic support to buyers on sales floor. Deliver prompt response on customer queries to attain maximum satisfaction. Reconcile and balance money drawer. Collaborate with staff members for consistent achievement of set goals and objectives. Nittany Brokerage, State College, PA
Investment Advisor Representative
2014 — 2020
Provided comprehensive financial advice focusing on clients' short- and long-term retirement investment goals. Cultivated and maintained strong client relationships to ensure ongoing investment satisfaction and goal attainment. Analyzed market trends to offer informed recommendations and adjust investment strategies as needed. Guided clients through financial planning processes, ensuring alignment with individual objectives and risk tolerance.
● Trained newly hired financial advisors, sharing best practices and enhancing team capabilities.
● Proposed tailored investment solutions after listening to clients' concerns, ensuring their needs were met. VALIC State College, State College, PA
Financial Advisor
2007 — 2014
Delivered comprehensive financial advice tailored to individual client goals and risk tolerance. Analyzed client financial situations to offer strategic solutions for investment and asset allocation. Ensured alignment of financial products with long-term objectives by offering personalized recommendations. Provided exceptional client service, addressing all investment needs promptly and effectively.
● Conducted comprehensive financial planning, enhancing clients' understanding of their financial goals and needs.
● Initiated strategies to help clients maximize financial objectives and minimize financial concerns. A.D. Banker & Co., Virginia Beach, VA
Instructor
2001 — 2005
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Instructed pre-licensing courses on life and health insurance and annuities to aspiring financial planners. Delivered continuing education sessions to licensed professionals seeking state credential maintenance. Developed comprehensive course materials aligning with industry standards. Trained new hires on financial advisory fundamentals and best practices.
● Supported candidates in acquiring necessary knowledge to pass certification exams. Ameriprise Financial Advisors, Virginia Beach, VA
Financial Advisor
1992 — 2005
Oversaw Women's Diversity Lab, empowering women to achieve their financial objectives. Supported experienced advisors in introducing comprehensive financial planning to diverse women clients. Built a well-established personal financial planning practice through strategic marketing efforts. Educated clients and potential clients by organizing and delivering financial planning seminars.
● Conducted total financial planning, enabling clients to clearly understand their personal financial goals and needs.
● Trained newly hired financial advisors, enhancing the team's capability in advising clients effectively. IDS Financial Services, Minneapolis, MN
Corporate Trainer
1988 — 1992
Facilitated on-the-ground training sessions across district offices, adapting to diverse learning needs and environments. Delivered comprehensive training programs to newly hired financial advisors, ensuring they acquired the necessary skills and knowledge to excel in their roles. Coordinated with office managers to schedule and organize training events, maximizing participant engagement and retention. Developed tailored instructional materials to address specific advisor competencies and areas for improvement. Maintained up-to-date knowledge of industry trends and best practices to incorporate into training modules.
● Conducted large group training sessions to enhance understanding of financial advisory roles and responsibilities.
● Created effective training materials that improved advisor performance and client satisfaction. Additional Experience
Mathematics Teacher, Northampton Area High School / Northampton Area Community College / Muhlenberg College, Northampton/Allentown, PA
Education
Bachelor of Arts: Mathematics
Immaculata College, Malvern PA
Graduate Studies
Pennsylvania State University, State College, PA
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