Jesse
Financial Consultant Ameriprise Financial  Coon Rapids Minnesota Status: Offline
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Summary

Managed a book of business of high net worth clients.

Experience

Engaged clients to deepen company relationships via telephone. Help clients plan for short- and long-term financial needs including life events such as retirement, education, income, estate planning, risk tolerance, cash and liability management. Analyzed existing life insurance policies to ensure proper needs coverage. Analyzed micro and macro details of client investment portfolios and funds. Utilized internal CRM Software, MS Excel, Outlook and SharePoint to manage book of business


Details

  • Salary:
  • Date: August 7 2019
  • Location: Coon Rapids, MN

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