Aiden Borgen
Red Wing,MN
Summary
Dependable and driven college graduate with entrepreneurial passion as well as years of experience in retail sales and wealth management. Excell in customer service roles by providing exceptional service and solving customer complaints in a timely fashion.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Junior Financial Advisor
Manifest Wealth Management
Lakeville, Minnesota
06.2025 - 09.2025
- Completed paid training in preparation for SIE, Series 7, and Life and Health Insurance Exams
- Gained hands-on experience with financial advisory CRM systems to streamline and manage client info.
- Met with partner trust companies to effectively analyze market trends
Retail Associate
Adidas
Eagan, Minnesota
01.2023 - 06.2025
- Promoted customer loyalty through seasonal discounts and consistent servicing
- Increased sales revenue by offering targeted promotions and upselling similar items
Financial Representative
Primerica
Sauk Rapids, Minnesota
12.2024 - 04.2025
- Explained Primerica's financial planning process transparently and effectively to prospective clientele
- Supported improvements within the firm by participating in training programs with experienced advisors
Financial Representative Intern
Northwestern Mutual
Saint Paul, Minnesota
05.2024 - 07.2024
- Developed strong sales language by cold-calling numerous prospective clients per day
- Explored investment opportunities with clients through joint-work meetings with experienced advisors
Education
Bachelor of Science - Business Management/Finance
University of St. Thomas
Saint Paul, MN05-2025
Skills
- Sales Promotion
- Conflict Resolution
- Customer Service
- Investment Strategies
Certification
- Securities Industry Essentials License (SIE)
- MN Life and Health Insurance Producer License
Extracurricular Work
- Owner, RWSoles: Personal Sneaker Resale Business (2020)
- Research Volunteer, AdvisorSmart: Published informative article on Financial Planning Careers
- Student Volunteer, JP4 Foundation: Fundraised over $20,000 for underserved St. Paul Youth
- Student Intern, Red Wing Credit Union
Timeline
Junior Financial Advisor
Manifest Wealth Management
06.2025 - 09.2025
Financial Representative
Primerica
12.2024 - 04.2025
Financial Representative Intern
Northwestern Mutual
05.2024 - 07.2024
Retail Associate
Adidas
01.2023 - 06.2025
Bachelor of Science - Business Management/Finance
University of St. Thomas
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