Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Brant Smith

Salisbury

Summary

Dedicated and organized financial services associate with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Branch Office Administrator

Edward Jones
Salisbury
05.2023 - 05.2025
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
  • Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
  • Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
  • Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
  • Ensured compliance with regulatory requirements and adherence to industry best practices.
  • Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.

Delivery Driver

Carey Distributors
Fruitland
05.2019 - 08.2021
  • Received daily delivery instructions and route assignments from dispatch.
  • Provided excellent customer service by answering inquiries about products or services being delivered.
  • Maintained accurate records of goods delivered and collected payments as required.

Education

Bachelor of Science - Finance

Salisbury University
Salisbury, MD
05-2023

Skills

  • Financial planning
  • Investment analysis
  • Regulatory compliance
  • Customer relationship management
  • Proficient in MoneyGuidePro
  • Tax return analysis
  • Proficient in Microsoft Excel

Certification

SIE June 2024

Affiliations

  • Participant, Alzheimer's Association Walk to End Alzheimer's Salisbury MD 2023, 2024

Timeline

Branch Office Administrator

Edward Jones
05.2023 - 05.2025

Delivery Driver

Carey Distributors
05.2019 - 08.2021

Bachelor of Science - Finance

Salisbury University

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Brant Smith