Jordan Smith
Certified Financial Planner
Professional Summary
Work Experience
Senior Financial Planner
Jun 2018 – Present
Wealth Management Advisors
New York, NY
Financial Planner
Mar 2015 – May 2018
Prosperity Financial Group
Chicago, IL
Junior Financial Planner
Jan 2013 – Feb 2015
Future Wealth Planning
Atlanta, GA
Projects
Awards
Top Financial Planner of the Year
Financial Planning Association
Nov 2022
References
Michael Johnson
Education
University of Georgia
Bachelor of Business Administration
Finance
Aug 2008 – May 2012
3.6 GPA
Skills
Financial Planning
Retirement Planning,
Estate Planning,
Investment Strategies
Client Management
Portfolio Management,
Client Engagement,
Financial Assessments
Regulatory Compliance
Financial Regulations,
Risk Management,
Compliance Auditing
Investment Strategies
Asset Allocation,
Risk Assessment,
Portfolio Diversification
Certifications
Certified Financial Planner
Certified Financial Planner Board of Standards
Jul 2015
Chartered Financial Analyst
CFA Institute
Jun 2019
Languages
English
Native
Spanish
Fluent
French
Basic
Interests
Financial Literacy Advocacy
Investment Strategy Development
