Andrew Combs
New York Metro
Overview
2
2
years of professional experience
Work History
Financial Planning Associate
Emissary Wealth
New York Metro Area
04.2025 - 07.2025
- Managed 20 comprehensive financial planning clients ($1.5M avg. net worth), acting as primary relationship manager, demonstrating a steadfast commitment to client service.
- Developed and customized 5+ financial planning analyses (eMoney, Right Capital, Monarch) including 401(k) reviews, HELOC comparisons, and budgeting, for Wealth Advisors to guide client decision-making.
- Optimized new client onboarding via Precise FP, ensuring meticulous data accuracy and efficient file creation, identifying opportunities to enhance the planning process.
- Executed treasury trades and managed client money movement (30+ weekly transactions) via Hubly for systematic tracking and follow-through.
- Provided comprehensive paraplanning support, reducing advisor preparation time by expertly preparing financial plan components and ad-hoc requests.
Wealth Management Associate
Schwab Wealth Advisory
Indianapolis, IN
01.2024 - 10.2024
- Managed high-volume inbound client inquiries (20+ daily calls) for Schwab Wealth Advisory clients, consistently achieving first-call resolution for complex issues through excellent verbal communication.
- Placed advisor-recommended trades for hundreds of client accounts, ensuring meticulous accuracy and compliance, showcasing strong attention to detail.
- Provided comprehensive wealth management operational support, expertly navigating procedures including ACATs, internal journals, and tax basis/account transfers, demonstrating strong follow-through.
- Educated clients on Schwab's digital platforms, investment reports, and account linking, translating complex financial tools into easily understandable guidance and embracing industry-leading technology.
- Collaborated effectively with multiple internal departments (trading, operations, compliance) to swiftly resolve complex client inquiries, improving service delivery in a team-oriented environment.
Wealth Management Analyst
Charles Schwab, Schwab Advice Academy
Indianapolis, IN
02.2023 - 12.2023
- Completed intensive on the job training in wealth management, fixed income, and operations, building a strong financial services foundation.
- Achieved Series 7 and 66 licenses, demonstrating comprehensive understanding of financial products, regulations, and investment advisory practices.
Education
Bachelor of Science - Financial Planning
University of Illinois
Champaign, IL05-2022
Skills
- Series 7 and 66
- CFP Candidate
- eMoney, Right Capital, & MoneyGuidePro
- Hubly, Salesforce CRM, Wealthbox, Precise FP
- Schwab Advisor Center
- Holistiplan & Bizee
Timeline
Financial Planning Associate
Emissary Wealth
04.2025 - 07.2025
Wealth Management Associate
Schwab Wealth Advisory
01.2024 - 10.2024
Wealth Management Analyst
Charles Schwab, Schwab Advice Academy
02.2023 - 12.2023
Bachelor of Science - Financial Planning
University of Illinois
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