Financial Advisor

Objective

I am seeking a position as a financial advisor in a dynamic, fast paced, and challenging environment. I offer excellent communication skills, a problem-solving and goal-oriented mindset, as well as a strong capacity for leadership. I hold personal and professional ethics paramount, and I am highly committed to learning and personal growth. Professional Summary

Accomplished Financial Advisor providing advice for business owners and executives on retirement and health benefits planning. Developed customized plans to fit complex businesses needs utilizing new comparability and open architecture. Demonstrated a high level of professionalism and knowledge through experience working in the Washington, DC Metropolitan area.

Education

University of Maryland College Park, MD

Bachelor of Arts, Economics 2012 - 2016

Qualifications & Licenses

Series 7 & 66 Licenses

Maryland Health & Life Insurance Lic.

Professional Experience

2019-Present: Financial Advisor, Wells Fargo Advisors Bethesda, MD

-Managed investment portfolios and retirement plans for more than twenty clients with over $7 million in assets

-Effectively sourced prospects by leveraging relationships with centers of influence and networking groups

-Opened five 401K plans with distinct plan design based on business owners individual needs for retirement 2018-2019 Registered Assistant, Signature Financial Partners Tysons, VA

-Worked with business owners to develop employee benefit plans

-Partnered with top providers in the 401K and health benefit space

-Advised Executive suite employees on plan design utilizing new comparability to create custom plans

-Created marketing plan for Senior partner

2018-2017 Realtor, Terrapin Realty LLC. Baltimore, MD

-Specialized in niche client acquisition of rehabs and foreclosures

-Coached clients in value creation of distressed properties

-Generated client leads through targeted marketing 2016 Internship, The Verity Group of Oppenheimer & Co. Inc., Washington, DC

-Led a team in marketing campaigns focused on high net worth clients

-Advised clients to ensure that the client’s asset allocation aligned with their financial goals & market conditions

-Developed forecasting models based on market sector data to minimize risk and maximize client returns for optimal portfolio performance

2015 Internship, UBS Financial Services, Inc., Bethesda, MD

-Completed advanced training on portfolio management and strategic planning for retirees

-Assisted the VP in developing client investment strategies

-Acquired multiple high net-worth clients and over $4 million in assets.

-Advised current clients of new investment strategies to optimize client’s portfolios for given parameters including client’s individual goals and global market conditions Mark Shortz BA, ECONOMICS

301-***-**** adhvos@r.postjobfree.com 1504 Bay Rd. Apt 1809 Miami Beach, FL 33139

Contact this candidate