Nathan Peoples
Gastonia
Summary
Reliable employee seeking Financial Advisor position. Offering excellent communication and good judgment. Ambitious, career-focused, eager to obtain a position to help further career while achieving company goals. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
Work History
Financial Advisor
Edward Jones
02.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Middle School Pastor
City Church
05.2019 - 03.2022
- Led programs such as worship, study, fellowship and service opportunities.
- Oversaw administration and management of all areas of ministry.
- Planned and conducted worship services, wrote sermons and worked with key church leaders to carry out church mission.
Financial Coach
Peoples Financial Coaching
06.2020 - 01.2022
- Guided participants in development of realistic goals and enhanced accountability on financial matters.
- Expanded customer base through community outreach and strategic business partnerships.
- Guided clients through compiling important financial histories and documentation for evaluation.
Teacher
VIPKID
07.2018 - 10.2021
- Incorporated multiple types of teaching strategies into classroom.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Faith Health Supporter
Caromont Health
08.2017 - 07.2018
- Promoted available resources and connected individuals with services.
- Conducted home visits to assess needs of families and offer services.
Youth Pastor
Cramerton Church
06.2015 - 07.2017
- Scheduled and managed teams of youth volunteers.
- Oversaw youth ministry budget and tracked all expenses.
- Taught and counseled youth ages 8 to 18.
- Planned weekly groups as well as special events and overnight retreats.
- Planned and conducted worship services, wrote sermons and worked with key church leaders to carry out church mission.
- Provided spiritual care through visitation, counseling and prayer.
Education
Bachelor of Arts - Pastoral Theology And Practical Ministries
Southeastern FWB College
05.2016
Skills
- Attention to Detail
- Critical Thinking
- Financial Budgeting
- Active Listening
- Investment advice
- Relationship building and management
- Retirement planning
- Debt management
- Stock market understanding
- Wealth Management
Timeline
Financial Advisor
Edward Jones
02.2022 - Current
Financial Coach
Peoples Financial Coaching
06.2020 - 01.2022
Middle School Pastor
City Church
05.2019 - 03.2022
Teacher
VIPKID
07.2018 - 10.2021
Faith Health Supporter
Caromont Health
08.2017 - 07.2018
Youth Pastor
Cramerton Church
06.2015 - 07.2017
Bachelor of Arts - Pastoral Theology And Practical Ministries
Southeastern FWB College