Summary
Work History
Skills
Timeline
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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

Sales expertise

Retirement planning

Relationship building and management

Timeline

Merrill Financial Solutions Advisor

Merrill Lynch

Relationship Banker

JP Morgan Chase Bank NA
Alejandro HernandezFinancial Advisor