Andres Toledo
Miami, FL
Summary
Results-driven financial advisor intern skilled in developing personalized financial plans and building strong client relationships. Demonstrated ability to evaluate investment strategies and deliver exceptional customer service.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor (Intern)
Northwestern Mutual
Coral Gables
01.2025 - Current
- Developed personalized financial plans for clients based on individual goals.
- Collaborated with clients to evaluate investment opportunities and strategies.
- Provided ongoing support and guidance to clients regarding financial decisions.
- Built personal relationship with clients and prospective clients.
- Gained experience in calling, building client relationships, and scheduling meetings with prospective clients.
- Earned 2-15, SIE, Series 7, and Series 63 licenses to provide financial services.
- Received recognition as a top 25 intern in the nation and appeared on stage at our annual meeting.
Front Desk Receptionist
LA Fitness
Miami
05.2023 - Current
- Greeted members and guests, ensuring a welcoming atmosphere.
- Answered phone calls, providing information about services and programs.
- Processed membership applications and payments efficiently and accurately.
- Collaborated with team members to enhance customer service experience.
- Assisted in resolving member inquiries and concerns promptly.
Kids basketball coach
Elite
Miami
09.2025 - 06.2026
- Instructed players in proper techniques for shooting, dribbling, passing, rebounding, defense and offense.
- Developed game strategies to optimize player strengths and teamwork.
- Designed practice plans to enhance team skills and performance.
- Coordinated training sessions to improve fitness and technical abilities.
- Created a positive learning environment that encouraged respect among teammates while fostering an atmosphere of sportsmanship.
Education
BBA - Accounting
Florida International University
Miami, FL05-2027
High School Diploma -
Pinecrest Prepatory High
Miami05-2023
Skills
- Financial planning
- Investment evaluation
- Client management
- Data analysis
- Team leadership
- Customer service
- Communication skills
Certification
- 2-15
- The Securities Industry Essentials - SIE
- Series 7
- Series 63
Timeline
Kids basketball coach
Elite
09.2025 - 06.2026
Financial Advisor (Intern)
Northwestern Mutual
01.2025 - Current
Front Desk Receptionist
LA Fitness
05.2023 - Current
BBA - Accounting
Florida International University
High School Diploma -
Pinecrest Prepatory High