Antwane Maborn Jr
Frisco
Summary
Dedicated to helping clients reach their financial goals while using my skills to support and improve the team I’m part of. I thrive to turn complex financial challenges into simple, actionable plans and committed to growing my knowledge and delivering results that make a difference.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Bank of America Merrill Lynch
07.2025 - Current
- Provided tailored financial guidance to clients, identifying opportunities for banking, investment, and lending solutions to meet short- and long-term goals.
- Developed and maintained relationships with high-net-worth and everyday clients, ensuring high-quality customer experience and satisfaction.
- Conducted financial needs assessments to recommend products such as checking and savings accounts, credit cards, mortgages, personal loans, and investment solutions.
- Educated clients on financial wellness, risk management, and strategies to build wealth and manage debt.
- Collaborated with internal teams to facilitate seamless account openings, product enrollments, and issue resolution.
- Met and exceeded monthly sales and referral targets, contributing to branch growth and profitability.
- Maintained up-to-date knowledge of financial regulations, Bank of America products, and market trends to provide accurate advice.
Investment Professional II
J.P. Morgan Wealth management
02.2025 - 07.2025
- Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering exceptional client experience over the telephone.
- Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs.
- Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions.
- Document all client interactions and meeting all regulatory requirements around these activities.
Licensed Relationship Banker
JP Morgan & Chase Co
06.2023 - 02.2025
- Meeting with prospective and current clients to generate new business and give financial advice.
- Establishing rapport with clients and directing them to the proper professionals.
- Managing customer accounts, including opening, and closing accounts, and overseeing transactions.
- Clearly explain product and service benefits, requirements and restrictions, changes, and other related product information to clients and bank employees.
- The ability to keep a professional, courteous demeanor even under high-pressure circumstances.
- Ensure compliance with applicable laws and regulations.
- Provide financial education to customers on topics such as budgeting, saving, investing, and retirement planning.
- Cross-sell bank products and services, such as credit cards, investments, mortgages.
- Open new accounts, process deposits, withdrawals, transfers, loan payments, cashier’s checks, and other transactions.
- Aid customers in setting up online banking and mobile banking applications.
- Respond to customer inquiries and complaints promptly.
- Stay current on changes in banking policies and procedures.
Life Insurance Producer/Agent
American Income Life Insurance
09.2021 - 06.2023
- Developing and qualifying leads to added sales opportunities.
- Maintain an existing referral network and centers of influence.
- Adequate knowledge of rating procedures coverages and industry operations to effectively manage keep and write assigned clients and prospect lists.
- Make sales presentations to effectively require new business.
- Excellent customer service.
- Two hundred calls daily.
- Effectively going through a medical questionnaire.
Education
Bachelor of Science - Finance
Wilmington University
03.2026
Skills
Hard skills - Sales and Revenue Growth Strategies financial securities knowledge Banking products and lending solutions investment strategies and portfolio management life insurance & risk assessment Retirement Planning (401(k), IRAs, Annuities
Soft Skills - High net worth relationship management negotiation & persuasion customer service & Client retention public speaking & Team Leadership
Characteristics – Analytical & Detail- oriented Resilient & Adaptable Trustworthy & Ethical Goal driven & Competitive
Websites
Certification
- Life and health insurance license
- Securities industry essentials License
- Series 6 License
- Series 63 License
- Series 7 License
Timeline
Financial Advisor
Bank of America Merrill Lynch
07.2025 - Current
Investment Professional II
J.P. Morgan Wealth management
02.2025 - 07.2025
Licensed Relationship Banker
JP Morgan & Chase Co
06.2023 - 02.2025
Life Insurance Producer/Agent
American Income Life Insurance
09.2021 - 06.2023
Bachelor of Science - Finance
Wilmington University