Aharon Siegel
Saint Louis,MO
Summary
Results-driven financial professional with four years of combined experience in financial advising and mortgage loan origination. Adept at providing personalized financial planning, investment strategies, retirement solutions, and guiding clients through the mortgage refinance process. Proven ability to build strong client relationships, analyze financial needs, and deliver tailored solutions that align with both short-term and long-term goals. Strong analytical skills, regulatory knowledge, and a commitment to helping clients achieve financial success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Wells Fargo Advisors
02.2023 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Fielded customer complaints and provided solutions.
Financial Relationship Consultant
Regions
06.2022 - 02.2023
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.
- Enhanced client retention rates by addressing concerns promptly and providing excellent customer service.
- Educated clients on financial topics and best practices.
Mortgage Loan Originator
Rocket Mortgage
08.2021 - 06.2022
- Produced and executed loan packages.
- Monitored pipelines to track and log status of loans.
- Proactively identified solutions for customers experiencing credit issues.
- Explained very technical financial information to applicants in easy to understand language.
- Explained different types of loans pertaining to client situations.
Education
Bachelors In Finance -
Mizzou
Columbia, MOSkills
- Sales experience
- Excellent communications skills
- Exceptional time management skills
- Strong work ethic
- Honest and Ethical
- Pleasant and Personable
Certification
- Previously licensed in the NMLS #221875
- Series Sie
- Series 7
- Series 66
Timeline
Financial Advisor
Wells Fargo Advisors
02.2023 - Current
Financial Relationship Consultant
Regions
06.2022 - 02.2023
Mortgage Loan Originator
Rocket Mortgage
08.2021 - 06.2022
Bachelors In Finance -
Mizzou
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