High Net Financial Advisor
Resume:
EMPLOYMENT HISTORY
SEP **** - PRESENT
High Net Worth Financial Advisor, The Vanguard Group, Charlotte Develop and implement comprehensive financial plans for high net worth clients to help them achieve their financial goals and objectives.
Develop customized financial plans for high-net-worth individuals to help them achieve their financial goals and objectives. Create and deliver personalized financial education workshops for high net worth clients to help them make informed financial decisions.
Analyze market trends and investment opportunities to provide recommendations and strategies for high net worth clients. Analyze market trends and provide investment recommendations to high net worth clients based on their risk tolerance and financial goals.
Identify tax optimization strategies and collaborate with tax professionals to implement them for high net worth clients Collaborate with tax specialists to develop tax-efficient strategies for high net worth clients. OCT 2017 - SEP 2021
Financial Advisor, The Vanguard Group, Charlotte
Develop and maintain relationships with high net worth clients to understand their financial goals and provide tailored investment advice
Identifying opportunities for portfolio diversification and recommending appropriate investment strategies based on client's risk tolerance and financial goals
Research and analyze market trends to identify investment opportunities for high net worth clients Stay up to date with market trends and economic indicators to provide clients with the most relevant investment advice Assist clients in creating a comprehensive financial plan by evaluating their current financial situation and long-term goals Collaborate with internal teams to create educational materials and resources for clients on financial planning and investment strategies
Develop and maintain a deep understanding of Vanguard's suite of financial products and services to effectively recommend and promote them to clients based on their individual financial needs and goals SKILLS
Investment Advisory Financial Planning
Portfolio Management Wealth Management
Client Relationship Management Market Analysis
Tax Optimization Retirement Planning
1822 Goodheart Lane, York, United
States, 29745
ad3jai@r.postjobfree.com
TYRONE NORRIS
CERTIFIED FINANCIAL
PLANNER
SR. F INANCIAL PLANNER
PROFESSIONAL SUMMARY
Collaborative Sr. Financial Planner with 7 years of experience in investment advisory, financial planning, and portfolio management. Skilled in wealth management, client relationship management, market analysis, and tax optimization. Develops comprehensive financial plans for high net worth clients, analyzes market trends to provide investment recommendations, and collaborates with tax professionals to implement tax optimization strategies. Passionate about working with clients to help them achieve their financial goals and objectives. SKILLS
Estate Planning Risk Management
Asset Allocation Financial Education
Investment Strategies Financial Products
EDUCATION
AUG 2012 - AUG 2017
Bachelor of Science in Business Administration, Kutztown University of Pennsylvania, Kutztown PA COURSES
FEB 2023 - AUG 2023
Management Accelerator Program at McKinsey
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