Andrew Combs
www.linkedin.com/in/andrewcombs618
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Service Associate
Schwab Wealth Advisory
01.2024 - Current
- Provide white-glove full service through client problem solving, placing trades, moving money, educating on financial knowledge and much more
- Assist with most operational and trading needs for Wealth Advisory Clients
- Follow up with Wealth Advisors after walking client through full service
Advice Academy Professional
Schwab Wealth Advisory
02.2023 - 01.2024
- Completed on the job training with Client Customer & Support, Bond Trading Desk, Schwab Wealth Advisory Service Team, and the Financial Planning Group
- Inbound and Outbound Schwab Wealth Advisory Phone Calls
- Associate Wealth Advisor Training
Financial Planning Internship
Oakmont Financial
06.2021 - 08.2021
- Created and updated numerous Asset Maps for clients
- Prepared for client reviews using Salesforce, LPL ClientWorks, and Morningstar Advisor Workstation
- Attended virtual client meetings
Financial Planning Externship
Financial Planning Association
06.2020 - 07.2024
- Constructed tailored 60/40 portfolio with Morningstar Advisor Workstation
- Created tailored financial plans with eMoney
- Determined likelihood of success in different mock client retirement scenarios
Education
Bachelor of Science - Financial Planning
University of Illinois
Champaign, IL05.2022
Skills
- Salesforce
- Moneyguide Pro
- Moving Money
- Treasuries and CDs
- Financial Operations
- Client Correspondence
- Investment Knowledge
- Banking
- Call Documentation
Certification
- SERIES 7
- SERIES 66
- CFP® Education
- CFP® Test Date: March 2025
Timeline
Senior Service Associate
Schwab Wealth Advisory
01.2024 - Current
Advice Academy Professional
Schwab Wealth Advisory
02.2023 - 01.2024
Financial Planning Internship
Oakmont Financial
06.2021 - 08.2021
Financial Planning Externship
Financial Planning Association
06.2020 - 07.2024
Bachelor of Science - Financial Planning
University of Illinois