Austin Hendricks
Austin,TX,
Summary
Results-driven financial advisor transitioning into fintech. Bringing 7+ years of experience in client relationship management, investment strategy, and financial planning. Skilled at simplifying complex financial information for diverse audiences in a clear and relatable manner. Eager to leverage strong interpersonal skills and financial expertise to build meaningful client relationships, improve customer success strategies, and help platforms deliver value at scale.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Private Client Advisor - Vice President
J.P. Morgan Wealth Management
05.2024 - 09.2024
- Created and delivered personalized financial guide and advice to individuals, families, and business owners tailored to their needs and goals
- Created financial models to analyze and evaluate investment strategies
- Advised clients on investments, retirement and estate planning as well as research complex potential investment options
- Developed and deepened relationships with high-net worth clientele with strong rapport and clear and consistent communication
- Successfully generated new business through an active referral network
Assistant Vice President - Financial Solutions Advisor
Merrill Lynch - Bank of America
10.2019 - 05.2024
- Provided personalized financial advice and guidance to clients based on their individual needs and goals
- Built and maintained long-lasting relationships with clients to ensure their financial success and satisfaction
- Worked with preferred and high net-worth clientele as their primary relationship in banking-center environment
- Developed comprehensive financial plans and investment strategies to help clients reach their financial objectives
- Ensured compliance with all relevant financial regulations and internal company policies in highly regulated role
- 150% to-goal in net new money brought into the firm on a continuous basis
Financial Planner
AXA
12.2017 - 05.2019
- Designed personalized financial plans for clients to achieve their financial and life goals
- Collaborated with advisors on complex client presentations and meetings, providing insights and recommendations to address client needs and concerns effectively
- Built strong relationships with clients to ensure long-term financial stability and security
- Established performance metrics and goals for the team, conducting regular performance evaluations and providing coaching to drive continuous improvement
Education
Bachelors - Finance
Texas A&M
College Station, TX12-2017
Skills
- Sales
- Financial Planning and Analysis
- Honesty and Integrity
- Relationship-Building
- Microsoft Suite
Certification
Series 7 FINRA March 2018
Series 66 FINRA September 2019
Accredited Wealth Management Advisor (AWMA) College for Financial Planning August 2023
Chartered Retirement Planning Counselor (CRPC) College for Financial Planning October 2022
Timeline
Private Client Advisor - Vice President
J.P. Morgan Wealth Management
05.2024 - 09.2024
Assistant Vice President - Financial Solutions Advisor
Merrill Lynch - Bank of America
10.2019 - 05.2024
Financial Planner
AXA
12.2017 - 05.2019
Bachelors - Finance
Texas A&M
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