Quiana Hart
Jonesboro
Summary
Highly motivated Financial Advisor who educates clients on retirement planning, financial planning and helping clients reach financial goals with effective portfolio management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
Work History
Financial Advisor Assistant
Eagle Financial Group
01.2022 - Current
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Assisted clients with budgeting and cash flow management.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Personal Banker/Business Advocate
Wells Fargo & Company
01.2013 - 12.2021
- Build relationships, listen, and analyze financial priorities
- Responsible for opening checking accounts, savings accounts, and providing all other deposit product services at the customer’s request
- Support customers in resolving or escalating concerns and complaints
- Evaluate credit worthiness by processing loan applications
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions
Sales Associate Specialist
Auto Nation Nissan
12.2010 - 12.2012
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Developed strong rapport with customers and created positive impression of business.
- Accomplished multiple tasks within established timeframes.
Education
Associate of Arts - Business Administration And Management
Baker College
Flint, MI05.2020
Skills
- Financial Transactions
- Accounts Payable and Accounts Receivable
- Business Development
- Quick Books
- Leadership
- Critical Thinking
- Time Management
- General Business Knowledge
- Budgeting
- Interpersonal Skills
Accomplishments
- Years of Sales Experience
- Safe Registered/(NMLS)
- Notary Public
- Team Leadership Skills
- Money Handling Experience
- Public recognition by Regional President for Sales/Service
- Top seller in the region and monthly
- Continuously meet and exceed sales/service quota each quarter
- STARS Quarterly Champion Performer-Quarter 2,4 2017-2018
- Golden Spoke Champion for 2018
- Diversity& Inclusion TMN
- Top performer in selling cars for three consecutive months
Timeline
Financial Advisor Assistant
Eagle Financial Group
01.2022 - Current
Personal Banker/Business Advocate
Wells Fargo & Company
01.2013 - 12.2021
Sales Associate Specialist
Auto Nation Nissan
12.2010 - 12.2012
Associate of Arts - Business Administration And Management
Baker College
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