INITIAL ASSESSMENT TEAM FINANCIAL SOLUTIONS ADVISOR
PROFILE: Financial Adviser with expertise in prospecting and generating new business, creating and completing call campaigns, qualifying all aspects of a lead, and moving opportunities through the sales funnel. Key strengths include developing and maintaining client and partner relationships to maximize revenue opportunities, developing new business, and establishing top-level accounts.
Initial Assessment Team Financial Solutions Advisor, 11/2014 to Current Bank of America/Merrill Lynch – Pennington, NJ
Provide clients with holistic financial advice and guidance by
identifying broader product and service solutions that meet their investment,
savings and liability management solutions
Align Merrill Lynch and Bank of America products and services where
Demonstrate knowledge of investments and financial markets and apply
key principles appropriately to the individual client's investment needs
detailed client profiling requirements to help support the new account opening
process and follow up on funding
knowledge of financial strategy/wealth management/investment processes and the
associated products, services, and platforms
Effectively operating in a team oriented and highly collaborative
Strong understanding and ability to communicate the suite of Merrill
Lynch products and services
Financial Solutions Advisor, 11/2013 to 11/2014 Bank of America/Merrill Lynch – Pennington, NJ
personalized financial advice and guidance within the Merrill Edge Advisory
and evaluate the client's overall situation, risk tolerance, objectives, time
horizon and liquidity to enhance their portfolios with the most effective
Mutual Funds, Exchange Traded Funds, Stocks, Bonds, Managed Products, and
Certificates of Deposits to maximize gains and provide downside protection
full extent of the Merrill Lynch and Bank of America relationship
Bank of America Merrill Lynch research to provide clients with market and
Financial Advisor, 03/2013 to 11/2013 AXA Advisors – Edison, New Jersey
Consistently generated new leads through the use of cold
Analyze and formulate strategies and develop proprietary investments models for clients.
Educate and assist clients with products such as Life Insurance, Health Insurance, Disability Income, Mutual Funds, Stocks and Bonds.
Assist clients in meeting their financial goals and needs upon retirement.
Evaluate and analyze clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
Presented oral and written reports on general economic trends, individual corporations, and entire industries.
Marketing Manager, 06/2010 to 01/2012 NIP Group Inc – Woodbridge, New Jersey
Generating leads to increase sales throughout the organization through multiple marketing campaigns.
Responsible for driving submissions of MaintenancePro, SitePro & PetPro accounts while cross selling for all other programs.
Exceeded monthly submission targets by cold calling on independent insurance agents and brokers.
Created scripts for effective email blast messages to promote our program and for an effective brand messaging.
Trained and helped marketing associates develop leads in all target segments of the MaintenancePro, SitePro & PetPro program.
Accomplished a 30%-40% daily hit ratio of leads generated from an average of 100 daily cold calls nationwide
Bachelor of Science: Psychology, Sociology, Business Administrator, 2010 Rutgers University - New Brunswick, NJ
FINRA Series 7
FINRA Series 66 License
CFP Module 1
Multilingual in Norwegian, Vietnamese, Swedish and Danish