Financial Planner and Client Relations Specialist

MICHAEL KURLAND

Baltimore, MD ***** 410-***-**** *********@*******.***

PROFESSIONAL SUMMARY

Accomplished Financial Planner with history of success in sales and financial planning. Leverage communication skills and industry knowledge to help clients obtain goals and plan for their future that helps make a difference in the lives of clients. Navigates multiple demands to provide a high level of service in a fast-paced, deadline-oriented environment. Knowledge of regulatory and supervisory requirements and corporate policies and procedures. Currently seeking a full-time job that offers professional challenges utilizing people skills, excellent time management and problem-solving skills. SKILLS

Client Recruiting and Retention

Financial Goal Planning

Portfolio Management

Retirement Needs

Mutual Funds

Annuities

Investment Performance Reporting

Sales

Employee Recruiting and sales

management

WORK HISTORY

Financial Advisor, 08/2024 to 05/2026

Kinnect Advisors – Towson, Maryland

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client’s individual needs and goals.

Guided individuals and families build and execute wealth management strategies based on unique goals and objectives. Built Plans to prepare for retirement.

Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals. and preparing for retirement. .

Worked with clients to support understanding of rationale and details of financial strategies.

Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Financial Advisor, 06/2019 8/2024

Securian Capital of the Chesapeake – Towson, Maryland

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client’s individual needs.

Guided individuals and families build and execute wealth management strategies based on unique goals and objectives.

Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.

Worked with clients to support understanding of rationale and details of financial strategies.

Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Financial Advisor, 09/2018 to 06/2019

Ohio National Financial Services – Cincinnati, OH/ Baltimore, MD

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client’s individual needs.

Guided individuals and families build and execute wealth management strategies based on unique goals and objectives.

Worked with clients to support understanding of rationale and details of financial strategies. Financial Advisor, Product Specialist, Brokerage Director, Sales Manager 09/1999 to 09/2018 MassMutual – Hunt Valley, Maryland

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Guided individuals and families build and execute wealth management strategies based on unique goals and objectives.

Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.

Worked with clients to support understanding of rationale and details of financial strategies.

Product Specialist – Headed up the Long-Term Care Insurance Department. Sales rose from $0 to $1.2 Million in just three years.

Brokerage Director – Solicited independent agents to sell Mass Mutual products. (Life, Disability Income, Annuities and LTCi)

EDUCATION

Bachelor of Science: Finance, International Business, Marketing Towson University - Baltimore, MD

Current Hold: Series 7, 63, 65

CRD: 1104923

Contact this candidate