Brawley Adams
Estero
Summary
Dynamic Financial Advisor specializing in relationship building and process improvement. Excelled in creating educational workshops and implementing marketing strategies, significantly enhancing client satisfaction and pipeline management. Expert in client relations and adept at fostering trust, showcasing a unique blend of interpersonal and analytical skills.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Personable candidate committed to helping clients meet financial goals. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Cetera Advisor Networks LLC
08.2021 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Established workflows and procedures to create, maintain and execute educational workshops for potential clients.
- Implemented structured processes for a sales funnel and marketing drip campaigns.
- Collaborated with team members to streamline processes and improve overall client experience.
Broker
Scotlynn Group
11.2018 - 08.2020
- Managed start to finish freight routes with proactive communication.
- Worked on a team to keep customers updated on shipment statuses and new sales inquiries.
- Had to make quick decisions and problem solve in real time as problems would arise.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
Education
Bachelor of Arts - Communications
University of Central Florida
Orlando, FL12-2015
Skills
- Relationship building and management
- Client relations
- Process improvement
- Pipeline management
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 66 License - North American Securities Administrators Association and FINRA.
Timeline
Financial Advisor
Cetera Advisor Networks LLC
08.2021 - Current
Broker
Scotlynn Group
11.2018 - 08.2020
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 66 License - North American Securities Administrators Association and FINRA.
Bachelor of Arts - Communications
University of Central Florida
Similar Profiles
Jessica CallahanJessica Callahan
Manager, Dept. of Supervision at Cetera Advisor Networks LLCManager, Dept. of Supervision at Cetera Advisor Networks LLC
Alexander BencivenneAlexander Bencivenne
Financial Advisor at Cetera Advisor Networks LLCFinancial Advisor at Cetera Advisor Networks LLC
Jody MorganJody Morgan
Supervision Specialist/Home Office OSJ at Cetera Advisor Networks LLCSupervision Specialist/Home Office OSJ at Cetera Advisor Networks LLC