Andres Miranda
Birmingham,AL
Summary
A dynamic and goal-driven financial professional with a robust background in wealth management, banking, and private client advisory services. Known for delivering tailored financial solutions that align with clients' goals and risk tolerance. Reliable collaborator focused on team success and client satisfaction, adapting to evolving market conditions with ease.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Private Client Advisor
Wells Fargo Advisors
02.2023 - Current
- Answered clients' questions and inquiries regarding individual financial plans and strategies.
- Streamlined internal processes for improved efficiency, resulting in increased capacity for new clients without compromising service quality.
- Actively managed a book of business consisting of 130 clients via email or daily outbound calling.
- Acquired and managed $1.4m in assets under management in the first year.
- Assisted clients in navigating complex financial situations, such as divorce or inheritance, by providing expert advice and compassionate support.
- Conducted comprehensive financial analyses to identify client goals and develop personalized strategies.
- Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client's financial life.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Proactively identified potential issues within client portfolios, taking timely action to mitigate risks or capitalize on opportunities.
- Developed a thorough understanding of clients' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
- Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.
- Educated clients on financial topics and best practices.
- Facilitated the transfer of assets between accounts or institutions as requested by clients, ensuring a seamless transition process.
Insurance Agent
AmeriLife
08.2020 - 12.2022
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Performed outbound calling and reached a minimum of 100 clients per day.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Reduced policy lapses by establishing a proactive communication strategy to educate clients on the importance of continuous coverage.
- Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
- Educated and assisted clients with Annuities, LTC policies, and Indexed Policies.
Education
Bachelor of Science - Finance
University of Alabama At Birmingham
Birmingham, AL12-2026
Associate of Science - Business Administration
Jefferson State Community College
Birmingham, AL12-2022
Skills
- Reporting and analysis
- Cash flow management
- Insurance planning
- Education funding
- Sales proficiency
- Wealth preservation
- Account management
- Time management
- Multitasking and organization
- Critical thinking
- Verbal and written communication
- Relationship building and management
- Banking
- Salesforce and Microsoft Excel
Certification
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 6TO License - FINRA
- BrokerCheck FINRA, CRD: 7702004
- Candidate for the Chartered Financial Consultant (ChFC) - The American College of Financial Services.
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Private Client Advisor
Wells Fargo Advisors
02.2023 - Current
Insurance Agent
AmeriLife
08.2020 - 12.2022
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 6TO License - FINRA
- BrokerCheck FINRA, CRD: 7702004
- Candidate for the Chartered Financial Consultant (ChFC) - The American College of Financial Services.
Bachelor of Science - Finance
University of Alabama At Birmingham
Associate of Science - Business Administration
Jefferson State Community College
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