Elisabeth Noble

Financial Planning Associate | Behavioral Finance & Client Education | Series 65 Candidate | Founder, Elisabeth Noble Financial Boutique, LLC

Role
Brand Demonstration Associate at Publix Super Markets
Location
Jacksonville, FL, US
LinkedIn followers
500 followers

About Elisabeth Noble

I am a Financial Planning Associate–focused professional with a background in psychology and a strong interest in behavioral finance, client education, and fiduciary planning. I am currently a Series 65 candidate and am intentionally building my career within fee-only advisory environments that prioritize thoughtful planning, ethical standards, and long-term client relationships.My work centers on supporting the financial planning process through client discovery, cash-flow awareness, goal clarification, and clear communication of financial concepts. I am particularly interested in how behavioral factors influence financial decision-making and how planners can help clients move from insight to action with confidence and clarity.In parallel, I am the founder of Elisabeth Noble Financial Boutique, LLC, which currently operates as a financial wellness coaching and client education practice. This work focuses on budgeting, planning foundations, and behavioral finance principles and does not include investment advice or portfolio management. I maintain clear scope boundaries and view this work as complementary to — not a substitute for — formal advisory training within a fee-only RIA.I am seeking opportunities as a Financial Planning Associate or Paraplanner where I can contribute to plan preparation, client meeting support, and ongoing planning workflows while continuing to learn under experienced advisors. I value mentorship, collaboration, and operational excellence, and I am motivated by a long-term commitment to the planning profession. Jacksonville, FL | Open to remote or hybrid fee-only RIA roles Interests: holistic planning, behavioral finance, client education, fiduciary advice

Experience

  1. Brand Demonstration Associate

    Publix Super Markets

    Dec 2022 — Present

Education

  • Rutgers University–New Brunswick

    Bachelor of Arts (B.A.), Psychology

  • Rutgers Graduate School of Education

    Counseling Psychology

  • DeVry University

    Certificate in IT - Web Development, Information Technology - Web Development

    2000 — 2001

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Elisabeth Noble — Brand Demonstration Associate at Publix Super Markets in Jacksonville, FL, US | Unifers