Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Strategic-minded individual boasting a career spent providing client needs assessments and portfolio management. A polished Senior Financial Advisor offering skills in mentoring, cultivating business opportunities and leadership.

  • Increasing savings
  • Funding education
  • Client engagement
  • Managing wealth
  • Stock market expertise
  • Making insurance decisions
  • Advising on investments
  • Interpersonal and written communication
  • Client needs
  • Investment strategies
  • Developing financial plans
  • Portfolio oversight
  • Financial planning expertise
  • Mutual funds understanding
VP-Senior Financial Advisor, 02/2007 to 12/2018
Hingham Institution For SavingsSan Francisco, CA,
  • Distributed information on accounts, insurance plans and diverse funds.
  • Devised business plan and identified target customers.
  • Implemented diverse wealth management options to meet client objectives.
  • Provided extensive training and coaching to build strong, talented and client service-oriented financial team.
  • Took advantage of gaps in market and reached out to potential new clients.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Conducted due diligence and valuation activities to support informed business decisions.
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Drafted executive analysis reports detailing profit opportunities and potential risks involved.
  • Advised customers on financial investment options and capital expenditures.
  • Advised clients on targeted business strategies and corporate financing.
  • Promoted business to increase customer base and grow revenue.
  • Gathered information from various sources to create suitable client financial strategy taking into account client's needs and future goals.
AVP- Branch Manager, 04/2004 to 12/2006
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Developed culture of success rewarding performance, productivity and sales results.
  • Reduced bank losses by setting successful risk management policies.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
  • Promoted managers from employee ranks to encourage performance and maintain continuity of leadership.
  • Developed annual branch business plan for maximum profitability and effectiveness.
  • Enhanced financial performance metrics by networking to create successful and sustainable relationships.
  • Established budgets and strategic business plans for daily operations.
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services.
  • Articulated growth objectives and operating plans.
  • Maintained current and accurate cash balances for all programs, departments and projects.
  • Verified accuracy of accounting disbursements such as payroll and vendor payments.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Managed contract administration, maintained files, validated codes and monitored reporting.
  • Evaluated historical, current and forecast data to determine opportunities for development and enhancement.
  • Evaluated accounting and financial reporting systems to assess quality, identify concerns and devise enhancement strategies.
Operations Manager (Assistant Manager), 10/2002 to 04/2004
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
  • Conducted performance reviews providing coaching and feedback to benefit both company and employee.
  • Managed company operations with responsibility for profit and loss, scheduling, training and inventory control.
  • Implemented policies and standard operating procedures and managed quality, customer service and logistics.
  • Delivered positive customer experiences by implementing effective quality assurance practices.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Planned daily operational strategies, including delivery routing, team workflows and promotional initiatives.
  • Maintained safety and emergency readiness among personnel by disseminating information on and monitoring compliance with regulatory and organizational policies.
  • Recruited, hired and trained crew members on application of projects, customer relations and customer service.
Education and Training
BBA: Marketing, Expected in 05/2006
New York Unversity - New York, NY,
MBA: Investments And Securities, Expected in 05/2009

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School Attended

  • New York Unversity

Job Titles Held:

  • VP-Senior Financial Advisor
  • AVP- Branch Manager
  • Operations Manager (Assistant Manager)


  • BBA
  • MBA

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