Afsana Khan
Clearwater
Summary
Results-driven Financial Solutions Advisor with expertise in delivering personalized financial planning and investment recommendations. Proven ability to build long-term client relationships and ensure regulatory compliance while driving growth.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch
Tampa
05.2025 - Current
- Deliver comprehensive financial planning and investment recommendations to mass affluent and high net worth clients.
- Build long term client relationships through consultative advice and personalized financial planning.
- Identify and consolidate outside assets into Merrill investment solutions.
- Conduct retirement, education, estate and investment planning discussions.
- Collaborate with Bank of America banking partners to identify referral opportunities and deepen client relationships.
- Maintain regulatory compliance while providing fiduciary-minded guidance.
- Consistently manage client follow-ups, annual reviews, and financial plan updates.
Senior Relationship Banker
Bank of America
Tampa
08.2021 - 05.2025
- Identified financial needs and recommended banking, lending, and investment solutions.
- Handled customer inquiries and resolved issues promptly and efficiently.
- Built strong client relationships resulting in increased customer satisfaction and retention.
- Generated referrals to Merrill Wealth Management through comprehensive financial conversations.
- Consistently exceeded sales, service, and client experience goals.
Education
BBA - Finance
National University
BangladeshSkills
- Financial Planning
- Investment Advisory
- Estate Planning Basics
- Client Relationship Management
- Asset Consolidation
- Retirement Planning
- Portfolio Management
- Client Acquisition
- Tax-Aware Planning
- Risk Management
- Regulatory Compliance
Certification
- SIE - Securities Industry Essentials
- FINRA Series 7 - General Securities Representative
- FINRA Series 66 - Uniform Combined State Law Examination
- CRPC® - Chartered Retirement Planning Counselor
Professional Development
- University of South Florida - Applied Business Science (Business Analytics)
Timeline
Financial Solutions Advisor
Merrill Lynch
05.2025 - Current
Senior Relationship Banker
Bank of America
08.2021 - 05.2025
BBA - Finance
National University