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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.




Communication, Asses Risk Tolerance, Planning Strategies




Income Planning, Asset Allocation,

Gifting, Estate Planning


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.



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


Northeastern University, Boston, MA, BS Economics

Hesser College, Manchester, NH AS Business Management                                                                                                                                      

Licenses and Certifications           



Series 7


Series 66


NH Insurance Producer License