Cole Owen
Atlanta,GA
Summary
Dynamic Junior Financial Advisor with a proven track record at Georgia Financial Advisors, enhancing client satisfaction through personalized investment strategies and exceptional service. Specialized in cash flow management and client relations, adept at crafting tailored financial solutions. Achieved significant client loyalty by staying ahead of market trends and continuously advancing knowledge in financial services.
Offering strong candidate profile with foundation in financial concepts and dedication to learning and growth in financial advisory space. Brings understanding of market trends and investment strategies, along with proficiency in data analysis and client interaction. Ready to use and develop skills in financial planning and advisory services.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Junior Financial Advisor
Georgia Financial Advisors
11.2023 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Delivered exceptional customer service by promptly addressing client inquiries and resolving any issues that arose during the course of our working relationship.
- Strengthened client relationships with regular follow-up meetings and consistent communication regarding their investment portfolios.
- Monitored client portfolios regularly, making adjustments as needed based on market fluctuations or changes in personal circumstances.
- Actively participated in continuing education programs, staying current on industry regulations and best practices.
- Analyzed clients'' risk tolerance levels, crafting tailored investment strategies to align with their individual needs.
- Supported senior advisors during client presentations by preparing relevant materials and providing insightful analysis of proposed strategies.
- Conducted thorough market research to inform investment strategies and maintain up-to-date knowledge of industry trends.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Education
Bachelor of Science - Finance, Real Estate Minor
The University of Alabama
Tuscaloosa, AL05-2023
Skills
- Client relations
- Financial services
- Retirement planning
- Wealth management
- Asset allocation
- Investment strategies
Accomplishments
Successfully gathered 20 new clients for a personal book of business within a year, demonstrating strong client acquisition and relationship-building skills.
Delivered customized financial solutions to meet the unique needs of each client, resulting in increased client satisfaction and retention.
Cultivated and maintained strong, relationships with clients.
Contributed to the refinement and execution of business development strategies, helping to expand the firm's market share and visibility.
Certification
- SIE
- Series 65 License - North American Securities Administrators Association through FINRA.
- Currently studying for my 63 license
Languages
English
Timeline
Junior Financial Advisor
Georgia Financial Advisors
11.2023 - Current
- SIE
- Series 65 License - North American Securities Administrators Association through FINRA.
- Currently studying for my 63 license
Bachelor of Science - Finance, Real Estate Minor
The University of Alabama
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