Cari Smith
Oroville
Summary
Financial professional with commitment to delivering tailored financial advice and supporting clients in achieving their financial goals. Proven ability to develop and maintain client relationships through effective communication and collaborative approach. Known for adaptability and results-driven mindset, leveraging financial planning expertise and analytical skills to drive positive outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Edward Jones
07.2014 - Current
- Assist in developing tailored financial plans for clients based on individual needs and goals.
- Collaborate with team members to enhance service delivery and streamline client onboarding processes.
- Research market trends and investment options, providing insights to support client decision-making.
- Monitor client accounts regularly to ensure alignment with financial objectives and risk tolerance.
- Engage in continuous professional development to stay informed about financial products and industry trends.
Education
Associate of Arts -
Butte College
Oroville, CA01-2011
Skills
- Insurance planning
- Retirement planning
- Portfolio management
- Estate planning
- Customer service
Certification
AAMS
Timeline
Associate Financial Advisor
Edward Jones
07.2014 - Current
Associate of Arts -
Butte College