Caleb Zaborowski
Conroe,TX
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 5 years of success supporting client financial goals through astute investment guidance.
Overview
7
7
years of professional experience
Work History
National Financial Solutions Advisor
Merrill Lynch
12.2022 - Current
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs.
- Provided ethical, objective and holistic financial planning advice to clients.
- Facilitated client meetings with comprehensive investment strategy planning.
- Developed financial plans and strategies tailored to clients' individual needs.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
Senior REC Financial Advisor
AIG Retirement Services
01.2018 - 12.2022
- Senior District lead for the San Francisco Bay Area
- Assisted clients and plan administrators with defined contribution plans, non-qualified plans, and investment options and recommendations
- Work collaboratively across the organization to remain current on present and future investment solutions.
- Coached financial consultants on techniques to improve and meet company metrics as a Lead Asset Retention Consultant
- Review wide-ranging financial data and statements with a detail-oriented and knowledgeable approach
- Determine clients' needs through consultative appointments focused on analyzing existing situations and identifying opportunities for improvement
- Revitalize clients' financial plans with forward-thinking approaches based on desired risk levels and expected market conditions
- Identify compatible investment opportunities through in-depth investigation and comparison
- Offer clients strategic advice across multiple financial products and services, including debt management, insurance coverage, and investments
- Educate clients on Annuity platforms and Mutual fund platforms.
Education
Finance, B.B.A. -
Sam Houston State University
Huntsville, TX05.2019
Skills
- Investment Management
- Asset Allocation
- Wealth Management
- Retirement planning
- Financial Planning
Timeline
National Financial Solutions Advisor
Merrill Lynch
12.2022 - Current
Senior REC Financial Advisor
AIG Retirement Services
01.2018 - 12.2022
Finance, B.B.A. -
Sam Houston State University
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