Benito Ibarra
Financial Advisor
Chicago,IL
Summary
Fiduciary financial advisor making sure every part of clients financial world works together to create the life clients want to live, looking at everything through a comprehensive lens. Focus on holistic strategies that support both short- and long-term objectives, and when specific needs arise, help find a solution that best suits clients.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
2
2
Certifications
Work History
Financial Advisor
New York Life Wealth Management – Eagle Strategies LLC
Chicago , IL
2019.12 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing financial portfolios.
- Typical clients work with are physicians, business owners, pre-retirees, and retirees
- Understand everyone has different philosophy of money and be able to relate with each client.
- Finished top 10% in company 2020 with first year commission sales
Partner
New York Life
2021.11 - 2023.08
- Strengthened professional relationships through active participation in industry conferences and events.
- Utilized resources to research specific categories to reach certain clientele
- Helped agents with four years or less of experience to help find financial needs by asking detailed questions and properly making recommendations
- Helped develop agent to #1 ROY in sales
- Conserve positive work environment and collaborate with other colleagues with specific financial planning.
Financial Representative
Northwestern Mutual
2015.12 - 2019.08
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
- Received highest achievement as ROY with 100 new clients in first year
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Assisted in development of comprehensive marketing materials highlighting unique value proposition of firm's product offerings.
Education
Bachelor of Science - Finance
University of Illinois At Chicago
Chicago, IL 2013.08 - 2015.12
Skills
Fluent Spanish speaker
undefinedAffiliations
MOLA – Medical Organization of Latino Advancement
https://www.chicagomola.com/
Board of Direct Oct 19 - Present
- As a BOD I help create advanced financial planning for our attending physicians and help MOLA grow nationwide
- Help plan monthly dinners or activities with a wellness development topic, which may include financial wellness, exercise or health-issues, Lifestyle Medicine or other topics of interest to physician personal development and wellness
LEDA - Latino Economic Development Association
Help individuals and business owners resolve day-to-day challenges and offer guidance to businesses that are committed to continued growth.
Certification
Series SIE 6, 63, 66, 7
Additional Information
Yearly financial presentations to different residency and fellowship programs:
- Project IMG – New York City
- Residency Success – New York City
- PGY3+ Internal Medicine, General Surgery, Anesthesia - Chicago
Timeline
Partner
New York Life
2021.11 - 2023.08
Financial Advisor
New York Life Wealth Management – Eagle Strategies LLC
2019.12 - Current
Financial Representative
Northwestern Mutual
2015.12 - 2019.08
Bachelor of Science - Finance
University of Illinois At Chicago
2013.08 - 2015.12
Series SIE 6, 63, 66, 7
Life & Health Insurance License
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