Andrew Walseman
Castorland,NY
Summary
Dynamic and client-focused emerging finance professional with strong background in business administration, customer service, and hands-on operations. Skilled at building rapport, communicating complex financial ideas clearly, and delivering tailored planning solutions. Well organized and committed to continuous learning with a strong work ethic and ability to balance multiple responsibilities. Seeking to leverage financial advisory experience into a full-time role.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Equitable Advisors
Syracuse, NY
11.2023 - Current
- Develop customized financial plans tailored to clients’ short- and long-term goals, risk tolerance, and financial circumstances.
- Implement diversified investment, insurance, and retirement-planning strategies to optimize client portfolios.
- Conduct comprehensive financial assessments — including income, expenses, assets, liabilities, and clients’ goals — to inform planning decisions.
- Monitor and review client portfolios regularly; adjust allocations and strategies in response to market shifts, life changes, and evolving goals.
- Evaluate clients’ risk tolerance and recommend appropriate investment vehicles (e.g., mutual funds, retirement accounts, insurance products).
- Provide ongoing financial guidance on retirement planning, tax-efficient investing, insurance coverage, and wealth preservation.
- Maintain accurate client records and documentation in accordance with regulatory and company standards.
- Build and nurture long-term client relationships through regular reviews, transparent communication, and personalized advice — promoting client retention and referrals.
- Stay current on market trends, economic indicators, tax laws, and financial product developments to ensure informed, up-to-date recommendations.
Business Administrator
Zehr’s Flowers and Landscaping LLC
Castorland, NY
03.2021 - 10.2023
- Manage accounts payable and receivable, commercial invoicing, and contractor communications.
- Prepare financial reports and spreadsheets to provide business leaders with clear cash-flow and financial outlook data.
- Process payroll, handle filing and documentation, execute contracts, and coordinate across departments to ensure efficient operations.
- Serve as primary point of contact for business communications — answering calls, redirecting messages, and facilitating information flow across teams.
Customer Service Representative
Buckingham Hardware
Croghan, NY
10.2018 - 03.2021
- Greeted customers, assisted with locating products, and provided knowledgeable support on store merchandise.
- Opened and closed the store as supervisor on weekends when needed; responsible for cash-drawer management and nightly register reconciliation.
- Restocked shelving, maintained store cleanliness, and assisted colleagues with equipment handling.
- Performed pipe threading, cutting, window-screen repair, and glass-repair services as requested — broadening technical and customer-service skills.
Education
Associate in Applied Science - Business Administration
Jefferson Community College
05.2023
Advanced Regents Diploma with Honors - Mastery in Science
Beaver River Central School
06.2021
Skills
- Interpersonal Communication
- Client Relations
- Financial Planning
- Investment Planning
- Retirement Planning
- Insurance Planning
- Tax-efficient Planning
- Documentation Standards
- Ethical Considerations
- Organizational Skills
- Leadership
- Team Collaboration
- Task Management
- Deadline Management
- Efficiency Improvement
- Dependability
- Results-oriented
Volunteer Experience
- Beaver River Central School, Community Service Day, 2018, 2019, 2021
- Beaver River Pee Wee Wrestling Tournament, Volunteer, 2018, 2019, 2020, 2021, 2022, 2023
Projects
SUNY Jefferson Marketing Project Competition, Participated in Business Division marketing project during college coursework.
Awards
- President’s List, Jefferson Community College
- Spring 2022
- Fall 2022
- Spring 2023
- National Honor Society, Beaver River Central School, 11/01/19
- Top 10 Award, Beaver River Central School, Class of 2021
Activities
- Member, Wrestling Official, WWOA, SWOA
- Member, Double Play Community Center — Lift Club
Timeline
Financial Advisor
Equitable Advisors
11.2023 - Current
Business Administrator
Zehr’s Flowers and Landscaping LLC
03.2021 - 10.2023
Customer Service Representative
Buckingham Hardware
10.2018 - 03.2021
Associate in Applied Science - Business Administration
Jefferson Community College
Advanced Regents Diploma with Honors - Mastery in Science
Beaver River Central School