Adrian Wurtz
Cedar Falls,IA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
06.2023 - Current
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
College Financial Representative
Northwestern Mutual
02.2022 - 05.2023
- Developed strong relationships with clients, ensuring trust and confidence in their financial strategies.
- Attended educational workshops and seminars on various financial topics, empowering clients to make informed decisions about their finances.
- Implemented personalized insurance solutions for clients, ensuring adequate protection against unforeseen events.
Carpenter
McElree Construction
08.2020 - 01.2022
- Demonstrated versatility in carpentry techniques, working proficiently with both hand tools and power tools to achieve desired results.
- Specialized in specific carpentry tasks such as framing, finish work, or restoration projects to provide clients with tailored services and high-quality results.
- Strengthened team collaboration through effective communication and problem-solving skills during complex carpentry projects.
- Assisted in site preparation and cleanup activities to ensure efficient project workflow and minimize disruptions for clients or other construction teams.
- Optimized workspace organization by maintaining a clean, safe, and efficient work environment throughout each project''s duration.
Chicken Farm Laborer
Heying Firms Inc.
12.2017 - 07.2020
- Enhanced ranch productivity by maintaining fencing, water systems, and overall farm infrastructure.
- Performed daily inspections of facilities to ensure cleanliness, safety standards compliance, and overall operational efficiency.
- Operated various farm equipment to complete tasks such as, mowing and hauling materials.
- Coordinated with other ranch laborers to complete tasks in a timely manner, fostering a collaborative work environment.
Education
Bachelor of Arts - Finance & Real Estate
University of Northern Iowa
Cedar Falls, IA05.2023
High School Diploma -
North Fayette Valley
West Union, IA05.2019
Skills
- Investment planning
- Insurance decisions
- Budgeting advice
- Client Relations
- Sales and Marketing
- Microsoft Excel
Certification
- Series 63 - 2023
- Series 6 - 2023
- Series Industry Essentials - 2022
- Iowa Life and Health Insurance Licenses - 2022
Timeline
Financial Advisor
Northwestern Mutual
06.2023 - Current
College Financial Representative
Northwestern Mutual
02.2022 - 05.2023
Carpenter
McElree Construction
08.2020 - 01.2022
Chicken Farm Laborer
Heying Firms Inc.
12.2017 - 07.2020
Bachelor of Arts - Finance & Real Estate
University of Northern Iowa
High School Diploma -
North Fayette Valley