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Resume for Eric Young

Certified Financial Planner

Eric J Young

 

Certified Financial Planner/ Licensed Broker experienced in implementing complex saving, income and risk management for people in all financial situations, to ensure client’s retirement plans will work well into the future.

 

Skills

Educational

Communication, Asses Risk Tolerance, Planning Strategies

 

 

Analysis

Income Planning, Asset Allocation,

Gifting, Estate Planning

Reporting

Taxes, Plan Performance,

End of Year Info

 

Work Experience

Licensed BANKER – Citizens Bank Goffstown, New Hampshire   June 15 – Sep 16

        

Recent 100% customer satisfaction from surveys.

        

Recently within top 10 for referred investment sales.

        

Profiled customer to uncover outside bank/investment assets.

        

Assisted clients with investment and retirement planning

        

228% of Q2 Banking Goal achieved

FINANCIAL RELATIONSHIP SPECIALIST – Manchester, New Hampshire   August 14 – May 15

        

Positioned Bank's products to individuals and small companies.

        

Sold annuities to help customers attain income and savings goals.

        

Made referrals to TD Ameritrade - 2nd in region 97% of annual goal

before the end of 2nd quarter.

INSIDE SALES REP – Deluxe Corporation – Groton, Massachusetts   March 14 – July 14

        

Positioned Company's high quality products to small business.

        

Encouraged firms to update their marketing and website presence with Company.

        

Adhered to strict quality control and security especially checks.

INVESTMENT/RETIREMENT SOLUTIONS REP – FIDELITY INVESTMENTS   Jan 04 – October 13

        

Retained assets of terminated 401(k) participants.

        

Assisted clients who kept assets with Fidelity with retirement savings and investment guidance.

        

 Consistently met sales goals as set by Company.

        

Came in 2nd out of 300 reps in one investment campaign

        

Assisted existing and new clients with consolidations to Company.

        

Assisted clients with overall financial and retirement planning

Education

Northeastern University, Boston, MA, BS Economics

Hesser College, Manchester, NH AS Business Management                                                                                                                                      

Licenses and Certifications           

         

·        

Series 7

·        

Series 66

·        

NH Insurance Producer License