Bryce Blue
Chicago,IL
Summary
Experienced financial advisor with solid foundation in investment strategies, retirement planning, estate planning, tax planning and risk management. Proven skills in guiding clients towards achieving financial goals through tailored advice and strategic planning. Strong emphasis on team collaboration and adaptability to meet changing client needs. Known for integrity, analytical skills, and client-focused approach.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
OsborneKlein of Ameriprise Financial LLC
03.2025 - Current
- Routinely meet with a wide range of clients, providing tailored recommendations, and fostering trust and loyalty in managing their financial portfolios.
- Educate clients on various financial matters and provide insights on investment opportunities, products, and services based on each clients' individual needs.
- Develop comprehensive financial plans for clients to achieve short-term and long-term goals.
- Collaborate with team members to streamline processes and improve overall client experience.
- Advise clients on tax-efficient investment and estate planning strategies, optimizing their financial outcomes.
- Assess suitable insurance coverage options tailored to individual client requirements for risk management purposes.
Financial Planning Specialist/Paraplanner
OsbourneKlein of Ameriprise Financial LLC
04.2023 - 03.2025
- Collaborated with advisors to execute account rebalancing procedures and oversee annual account reviews.
- Placed and solicited trades for various types of client accounts.
- Lead comprehensive advisor meeting preparation, effectively delegating tasks and conducting thorough reviews prior to presentation to advisors.
- Actively participated in client meetings, gathering comprehensive data pertaining to the clients' financial circumstances.
- Conducted thorough risk assessments for each client profile, enabling tailored advice that addressed individual needs.
Education
BBA - Financial Planning
Western Michigan University
Kalamazoo, MISkills
- Proficiency in Financial Software
- Team Collaboration
- Adaptability
- Analytical thinking
- Communication
- Wealth management
- Client relations
Licenses
Series 7
Series 66
Illinois Life and Health Insurance License
Certification
- APMA™ - Accredited Portfolio Management Advisor
Timeline
Financial Advisor
OsborneKlein of Ameriprise Financial LLC
03.2025 - Current
Financial Planning Specialist/Paraplanner
OsbourneKlein of Ameriprise Financial LLC
04.2023 - 03.2025
BBA - Financial Planning
Western Michigan University
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