Summary
Overview
Work History
Education
Certification
Timeline
Generic

Arie Bojorquez

Las Vegas,NV

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and
backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management,
estate planning and investment.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Experienced Client Support Associate

Ameriprise Financial
01.2025 - Current
  • Analyzed client financial needs to develop tailored investment strategies.
  • Monitored portfolio performance and provided regular updates to clients on investment strategies.
  • Developed personalized financial plans for clients, addressing specific needs and goals.
  • Managed client inquiries and escalations, ensuring timely and accurate responses.

Financial Consultant

Equitable Advisors
04.2024 - 08.2024
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Bookkeeper

The Paul Powell Law Firm
06.2021 - 10.2023
  • Reconciled accounts and reviewed expense data, net worth, and assets
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations
  • Handled day-to-day accounting processes to drive financial accuracy
  • Completed financial reports, providing insight into performance, operations and cash flow
  • Reviewed general ledger entries and assessed accuracy
  • Reconciled accounts to ensure accurate trial balances.

Education

Bachelor of Science - Psychology

University of Arizona
Tucson, AZ

Certification

Chartered Retirement Planning Counselor (CRPC)

Series 7

Series 66

Timeline

Experienced Client Support Associate

Ameriprise Financial
01.2025 - Current

Financial Consultant

Equitable Advisors
04.2024 - 08.2024

Bookkeeper

The Paul Powell Law Firm
06.2021 - 10.2023

Bachelor of Science - Psychology

University of Arizona
Arie Bojorquez