Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Associate financial advisor providing comprehensive financial planning strategies for clients and support for lead advisor.
Skills and Qualifications
  • FINRA Series 7 License
  • NASAA Series 66 License
  • Life, Accident, & Health Insurance Licenses
  • Chartered Retirement Planning Counselor (CRPC®)
  • High customer service standards
  • In-depth product knowledge
  • Adaptive team player​​
  • Detail-oriented
  • Developed systems to grow advisory account assets resulting in a 55.69% or $11,191,326 increase since January 2016.
  • Conducted semi-annual analytical reviews of 181 managed accounts to assess client asset allocation, drift analysis, benchmarked performance, risk metrics, and generate rebalance recommendations. 
Associate Financial Advisor, 2016 - 04/2017
Ameriprise Financial Harrisonburg, VA,
  • Conducted client review meetings, follow up, and service requests, face to face and over phone supporting 436 client relationships.
  • Executed brokerage trading, inter-company transfers, distributions, ACATS, account rebalancing, and model portfolio management utilizing Thompson ONE Brokerage Platform and Money Movement Systems.
  • Completed insurance and annuity illustrations, applications, and funding.
Paraplanner, 07/2014 - 2016
Prudential Maryland, LA,
  • Analyzed financial information obtained from clients to determine comprehensive planning strategies for meeting clients' financial objectives and life goals utilizing Naviplan and various financial software.
  • Completed 5 plans per week and provided support for 218 planning engagements.
  • Created streamlined financial plan deliverables for clients and use in advisor meetings.
Financial Planning Assistant, 01/2014 - 07/2014
Ameriprise Financial City, STATE,
  • Obtained financial licenses and training for Ameriprise systems and processes.
  • Conducted investment research and analysis utilizing Morningstar Advisor Workstation, attended wholesaler meetings, and studied to expand product knowledge.
  • Managed advisor calendar, phone system, and marketing campaigns.
Bachelor of Science: Finance, Expected in 2013
University of Rhode Island - College of Business Administration - Kingston, RI
Obtain CFP®, Real Estate, Traveling, Photography, Reading/Podcasts, Crazy socks

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School Attended

  • University of Rhode Island - College of Business Administration

Job Titles Held:

  • Associate Financial Advisor
  • Paraplanner
  • Financial Planning Assistant


  • Bachelor of Science

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