Alejandro Salas
Miami Lakes,FL
Overview
7
7
years of professional experience
1
1
Certification
Work History
Junior Financial Advisor
Florida Financial Advisors
12.2023 - Current
- Developed crucial sales and communication skills to efficiently run client-facing meetings all throughout sales process.
- Was able to effectively sell and implement comprehensive financial plans as well as alternative investment vehicles for his personal book of business.
- Implemented comprehensive financial plans for clients to help achieve their short-term and long-term financial goals in accordance to their current situation as well as risk tolerance.
Junior Financial Consultant
Florida Financial Advisors
07.2023 - 12.2023
- Developed sales and communication skills to effectively prospect for new clientele.
- Worked with senior advisors to prepare case work and presentations to sell and implement comprehensive financial plans as well as alternative investment vehicles.
- Developed extensive knowledge on current market conditions as well as investment and financial planning strategies in order to communicate and educate both current and potential clients.
- Received the FFA Diamond Award by successfully generating $10,000 in commissions within the first 20 weeks.
Camp Coordinator
Camp La Llanada
07.2017 - 08.2023
- Solely responsible for a staff of 20 counselors that in turn were responsible for the well-being, safety, and supervision of 100+ kids aged 12-14 during a 3-week period.
- Coordinated with camp ownership and staff to execute on the camp's activities, program, and logistics.
- Managed several interpersonal relationships between staff, campers, and ownership to create a productive and successful team work environment
Education
BBA - Finance
Babson College
Wellesley Hills05.2023
Skills
Retirement Planning
Wealth Management
Sales Expertise
Financial Services
Investment Consulting and Planning
Tax Planning
Client Prospecting
Client Relationship Management
Budget & Cash Flow Analysis
Risk Management
Certification
- Series 65 License - North American Securities Administrators Association through FINRA.
- Securities Industry Essentials (SIE)
- Series 6 – Investment Company and Variable Contracts Products Representative Exam
- 2-14 Life & Variable Annuity License
Languages
Spanish
Native or Bilingual
Accomplishments
Florida Financial Advisors Diamond Award Recipient
Timeline
Junior Financial Advisor
Florida Financial Advisors
12.2023 - Current
Junior Financial Consultant
Florida Financial Advisors
07.2023 - 12.2023
Camp Coordinator
Camp La Llanada
07.2017 - 08.2023
BBA - Finance
Babson College