Junior Associate
Mutual Of Omaha/TGB Wealth
05.2025 - 08.2025
- Conducted market research to identify potential investment opportunities
- Supported client onboarding processes, ensuring compliance with regulatory requirements
- Engaged in continuous learning about wealth management products and industry trends
- Worked closely with wealth advisors on developing targeted prospecting lists based on investor profiles.
- Assisted financial planners with research and collecting data.
- Assisted customers in making informed decisions by offering detailed product knowledge and comparisons.
- Managed multiple social media platforms, ensuring a consistent brand voice and message.
- Increased brand awareness by developing and implementing effective social media strategies.
- Participated in training sessions to improve product knowledge and sales techniques.
