Summary
Work History
Skills
Timeline
Generic
Alejandro Hernandez

Alejandro Hernandez

Financial Advisor
Chicago,Illinois

Summary

With nearly ten years helping clients achieve financial success, I bring extensive experience in creating and implementing personalized financial strategies. Having thrived in client-facing roles for almost ten years, I am eager to continue my professional journey. I am seeking a challenging opportunity to utilize my skills, drive revenue, and provide valuable financial insights while nurturing lasting client relationships. I look forward to providing value, and making client interactions effective, efficient and pleasant for many years to come.

Work History

Merrill Financial Solutions Advisor

Merrill Lynch
  • Educated clients on potential risks and rewards associated with various investments.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Helped clients make informed decisions about financial future.
  • Presented financial plans and investment recommendations to clients.
  • Monitored and updated financial plans to comply with client goals.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.

Relationship Banker

JP Morgan Chase Bank NA
  • While servicing clients banking needs I discovered ways to deepen client relationships with our branch. I help them find ways to optimize their finances and banking relationship.
  • I proactively involved banking partners in home lending, investment management, and business relationship management.
  • Increased branch performance level from level 6 to level 1 amongst peer branches.

Skills

    Investment planning

Timeline

Merrill Financial Solutions Advisor

Merrill Lynch

Relationship Banker

JP Morgan Chase Bank NA

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Alejandro HernandezFinancial Advisor