Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

A highly driven and motivated financial professional with a history of driving sales, services and relationships for over four years. Proven ability to effectively handle multi-task level responsibilities and provide clients with optimal assistance in retirement planning, investment advice, and overall support to managing their finances.

Certifications: Finra Series 7 and series 66

  • Strong relationship building
  • Expert in risk management
  • Customer Service and sales
  • Excels in team leadership
  • Salesforce
  • People-oriented
  • Strong interpersonal skills
  • Multi-tasking ability
  • Strategic planning
  • Excellent time management skills
04/2018 to 12/2020
Financial Consultant Aaa Southern New England Leesburg, FL,
  • Selected by the regional director to service, manage and grow a book of clients to increase wallet share and build long term relationships in the Short Hills NJ office.
  • Maintained as the top 10 producers in the Financial Consultant role, became number #2 in production for Q1 2020 among the other Financial Consultant in my region.
  • Recognized as the MVP in Q1 2020 for being the most valuable person in supporting team members and managers while growing my book of business.
  • Worked with clients' to develop a customized financial plan and provided guidance solutions to achieve their long term and short term financial goals.
  • Provided education and service support to self directed clients to retain long term relationships and build trust.
  • Recognized as client driven by the Business Performance Solution team for sharing insignts on how to improve client experience through education and achieve higher long term retention rate.
  • Assisted walk-in traffic with opening new accounts by identifying financial needs, goals, and provided customized solutions.
  • Educated clients on various financial instruments and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Assisted front desk representative and advisors in the office with servicing clients, preparing financial plans, conducting investment research and completing trades and transactions.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing RIA partners.
  • Refered RIA partners to support and match clients unique investment needs that are not available at TDAmeritrade’s platform, consolidated clients outside assets and provided full service to meet their investment goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies to accomplish their financial goals.
  • Cultivated and strengthened relationships with new and existing clients, educated clients on account service, resource and capabilities available through TDAmeritrade’s platform.
  • Created business plan utilizing Money Guide Pro and identified target customers by interacting on phone and in person, handled basic inquiries and provided quotes to meet clients immediate needs.
06/2017 to 04/2018
Business Development Specialist Advisor Group Indianapolis, IN,
  • Acquired Series 7 and Series 66 licenses with a solid knowledge of industry rules, regulations and compliance.
  • Analyzed client's current financial information by identifying their objectives, risk tolerance, circumstances and sent referral to senior advisor to develop a comprehensive financial plan and recommend investment strategies to meet investors' objectives, led to increased in clients share of wallet.
  • Provided ongoing support and guidance to existing portfolios and performed quarterly reviews to ensure their risks are align with their investments and make appropriate recommendations as needed.
  • Aligned TD Ameritrade's various services and products available to meet investors unique goals and objectives.
  • Came up with detailed plans to build foundational long term relationships, enhance sales management and prioritize long-term business goals.
  • Expanded customer base by identifying needs, developing solutions and delivering client-centered products.
  • Volunteered at the local branch office to learn from other successful senior advisors in the company and became a mentee to gain a deeper understanding of a successful advisors personality, traits and lifestyle.
06/2015 to 06/2017
Customer Service Representative Gcp Applied Technologies Salt Lake City, UT,
  • Started as a Teller at TD Bank in the Morristown branch, handled daily client deposits, performed teller duties, provided exceptional customer service, built long term relationships and trust with clients.
  • Promoted as a Customer Service Representative to help the local Roseland office to fully service and support clients, cross-sell products and various TD Bank services to expand customer portfolio.
  • Coached Tellers and new associates to enhance their selling and customer service skills, led to increase team effectiveness and increased in revenue of the branch.
  • Assessed customer needs, make relationship enhancement recommendations, including referrals to Lending, Mortgage, Cash Management, and investment personnel to expand customer portfolio.
  • Assisted clients to obtain personal loans, mortgages, HELOC (Home Equity Line of Credit) and worked with underwriters to facilitate loan approvals, maintained an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) ID #1534474.
  • Developed new businesses, deepened relationships, increased targeted consumer base and commercial businesses through the execution of an effective sales process and gaining a deeper understanding of clients situation.
Education and Training
Expected in 05/2015
Associate of Science: Liberal Arts And Sciences
Passaic County Community College - Paterson, NJ
Expected in 05/2017
Bachelor of Science: Finance
Rutgers, The State University of New Jersey - Newark, NJ
Expected in
CFP- Certified Financial Planner : Currently Enrolled Online For CFP Certification
New York University - New York, NY

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School Attended

  • Passaic County Community College
  • Rutgers, The State University of New Jersey
  • New York University

Job Titles Held:

  • Financial Consultant
  • Business Development Specialist
  • Customer Service Representative


  • Associate of Science
  • Bachelor of Science
  • CFP- Certified Financial Planner

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