Mackenzie Bell, CFP®, ChFC®, RICP®
Durham
Summary
Associate Wealth Management Advisor with extensive experience in developing holistic financial plans and tailored planning solutions. Proven ability to help clients achieve financial objectives through strategic analysis and personalized service. Strong communication skills that facilitate effective client engagement and planning support. Demonstrates success in high-pressure environments, delivering results that align with client goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Advisor
Northwestern Mutual - Luca Partners
Durham
10.2024 - Current
- Develop tailored financial plans align with client goals using PX software.
- Analyze financial data to formulate strategies for achieving client objectives.
- Recommend actionable strategies to facilitate clients' financial success.
- Assist as second chair in client meetings, capturing case notes accurately and providing planning expertise when necessary.
- Coordinate with internal teams to implement the best planning solutions for clients.
- Cultivate strong client relationships through consistent support and follow-ups.
- Engage in conferences and seminars to enhance knowledge and expertise.
Associate Wealth Management Advisor
Northwestern Mutual - MST Financial
Newport Beach
11.2019 - 10.2024
- Supported three CERTIFIED FINANCIAL PLANNERS to enhance client onboarding processes and streamline communication.
- Utilized PX planning software to develop tailored planning analyses and recommendations for clients.
- Created and documented standard operating procedures for insurance operations, ensuring consistency and quality.
- Managed a third-party operations team to deliver an exceptional onboarding experience for clients.
- Contributed strategically to a recommendation slide deck for presenting planning strategies to fee-based clients.
- Presented at MST Financials' Planning University to enhance team skills in PX and planning development for high net worth clients.
College Financial Representative
Northwestern Mutual
Newport Beach
07.2018 - 11.2019
- Collaborated with senior financial advisors to create tailored financial plans that supported clients in achieving their financial goals.
- Developed and presented customized financial plans, insurance, and investment product recommendations to meet client needs.
Education
BACHELOR OF ARTS - BUSINESS ADMINISTRATION - FINANCE
California State University, Fullerton
Fullerton, CA05.2019
CERTIFIED FINANCIAL PLANNER -
CFP Board
CHARTERED FINANCIAL CONSULTANT -
The American College of Financial Services
RETIREMENT INCOME CERTIFIED PROFESSIONAL -
The American College of Financial Services
Skills
- PX
- Holistiplan
- NM Connect/Advisor Desktop
- Dynamics 365 (CRM)
- Client Service System (CSS)
- NMC and SRC Application Manager
- Network Illustration Systems (NIS)
- NetX360
- Outlook
- Microsoft Office
Accomplishments
Support a $1B firm to achieve FORUM and 5 Star Pathfinder
Finra Certifications
Series 7
Series 63
SIE
Certification
Life, Accident, and Health
Long Term Care
Long Term Care
Timeline
Associate Advisor
Northwestern Mutual - Luca Partners
10.2024 - Current
Associate Wealth Management Advisor
Northwestern Mutual - MST Financial
11.2019 - 10.2024
College Financial Representative
Northwestern Mutual
07.2018 - 11.2019
BACHELOR OF ARTS - BUSINESS ADMINISTRATION - FINANCE
California State University, Fullerton
CERTIFIED FINANCIAL PLANNER -
CFP Board
CHARTERED FINANCIAL CONSULTANT -
The American College of Financial Services
RETIREMENT INCOME CERTIFIED PROFESSIONAL -
The American College of Financial Services