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1

financial adviser

  •  Determine clients financial goals and objectives and providing ongoing financial advice and service to clients on our Private Client Service. 
  • Client review meetings, formulating of investment strategies and ongoing advice, portfolio construction. 
  • New client investment advice, strategies, investments and implementation. 
  • Develop prospects from current clients, referral leads. 
2

financial adviser

  • Provided holistic planning services for high income clients that included asset protection planning, asset, liability and cash flow planning with the goal of eliminating inefficiencies, filling gaps and executing on opportunities within the context of their business and personal planning.
  • Formulated asset allocation strategies and developed proprietary investment models for client portfolios. Provided strategic quantitative models to reduce fees, beta and unsystematic risk while adding alpha.
  • Presented advanced long term tax planning solutions for business owners and high net worth clients.
  • Oversaw and spearheaded marketing initiative to develop relationships with visionary CPA’s designed to increase their revenue, better serve their clients and drive new client acquisition for the firm.
  • Featured speaker at quarterly, semi annual and annual events for the San Diego County Medical Society, Dental Society, various fellowship and residency programs at UCSD and various dental study clubs in San Diego. 
3

financial adviser/online banking tier 2

  • Answered an average of 60-75 calls per day by addressing customer inquiries on their checking and savings accounts in a timely and accurate fashion.
  •  Solving problems and providing new product information. Investigated and resolved customer inquiries and complaints in a timely and empathetic manner. 
  • Answering incoming call, for customer with technical issues signing on their online banking. troubleshooting customer’s computers and internet browsers. 
  • Prepare financial or regulatory reports required.
4

financial adviser

  • Providing financial advice, solutions and servicing existing and new clients of Old Mutual via telephone and face to face business model.
  • Providing professional financial advice directly to clients via telephone and face to face.
  • Identifying new creative means of achieving sales and campaign goals.Compliance with government regulations because the state is too strictly when it comes to financial companies.
  • Adapt to change to be able to fit in with changing business operational requirements to ensure ongoing customer management.
  • Managing information regarding new products, rates change, processes of clients documents using systems called front office and spotlight. 
  • Providing financial advice, solutions and servicing existing and new clients of Old Mutual via telephone and face to face business model.
  • Providing professional financial advice directly to clients via telephone and face to face.
5

financial adviser

  • Determine clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
  • Build and maintain client bases, keeping current client plans up-to- date and recruiting new clients on an on-going basis – Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the financial adviser – Guide clients in the gathering of information such as bank account records, pension plan information, medical insurance and wills – Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and real estate – Contact clients periodically to determine if there have been changes in their financial status – Generating own leads/Business Development – Cold calling – Mentoring of new Advisors.
  • Identifying new creative means of achieving sales and campaign goals.Compliance with government regulations because the state is too strictly when it comes to financial companies.
  • Adapt to change to be able to fit in with changing business operational requirements to ensure ongoing customer management.