Financial Advisor High School
Resume:
Julian A Garcia
La Puente, CA 91744
***********@*****.***
OBJECTIVE
To utilize my experience, knowledge, and sales abilities to create and maintain an enhanced client-advisor relationship. Additionally, establish myself as the primary contact for my clients’ financial and long-term goals by being an overall well- rounded financial advisor. SECURITES & INSURANCE LICENSES
Series 6 - March 2018
Series 63 - March 2018
Life / Variable Life & Variable annuity - April 2018 Series 7 - June 2023
Series 66 - August 2023
EDUCATION
Nogales High School, La Puente, CA
Class of 2012
Citrus college
September 2016 - June 2017
EXPERIENCE
Private Client Banker I JP Morgan Chase Bank
October 2013 – September 2023
● Worked in partnership with Financial Advisor to establish and grow investment and balance portfolio for clients with household net worth of at least $250,000.
● Solicited new business via both warm leads and cold calls.
● Refer clients to in-branch partners when needed such as financial advisor, business relationship manager, or mortgage banker.
● As senior banker assisted management in the coaching of newer staff in order to create and maximize referral pipeline. Julian A Garcia
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SERVER / LINE I GOLDEN CORRAL, PUENTE HILLS, CA
April 2012 – September 2014
● Tended to and served patrons in a fast-paced environment.
● In charge of cash register balancing.
● Averaged 220 guests per hour and maintained quality service. Busser/ Host Black Bear Diner, Goodyear, AZ
June 2010 – January 2011
● Greeted and seated patrons.
● Maintained a clean and proper station.
Courtesy Clerk I Food City, Avondale, AZ
August 2010 – November 2010
● Tended to customers.
● Maintained a tidy parking lot.
● Stocked products for display.
Skills & Capacities
-Bilingual English / Spanish
-Proficient in Microsoft Office and iOS platforms
-Quickly and efficiently adapt to changing and challenging settings while thriving under pressure and deadlines.
Contact this candidate