Edwin Martinez
JPMorgan Chase
Chicago,Illinois
2
Languages
1
Certification
9
years of professional experience
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Work History
Financial Advisor
1 Year 5 Months- Developed tailored financial plans to meet diverse client needs and objectives.
- Analyzed market trends to provide informed investment recommendations for clients.
- Oversaw portfolio management, ensuring alignment with client risk tolerance and goals.
- Generated $7Million in new client assets for JPMorgan through strategic prospecting, relationship management, and tailored investment solutions.
Financial Planner
2 Years- Achieved over $1,000,000 in asset rollovers while employed at NYLife Securities.
- Created customized financial plans for clients to achieve their long-term goals.
- Provided ongoing financial education and guidance to clients to improve their financial literacy.
- Collaborated with other professionals, such as accountants and lawyers, to ensure comprehensive financial planning.
Advance broker
1 Year 6 Months- Formed part of a specialized team that provides assistance to customers with over $1,000,000 in assets.
- Execute trades for clients while making sure aligned with portfolio objectives while lowering and explaining any type of risk.
- Built strong relationships with team members across departments to facilitate referrals for business development opportunities.
- Enhancing the EDGE model (Engage, Discover, Gain Commitment, Enhance) given by Charles Schwab to ensure delivering exceptional customer service to our clients.
Personal Banker
3 Years 6 Months- Discovering customer needs by partnering with private client advisors, loan officers, and financial advisors to connect customers to specialists who can help with financial needs.
- Assist, educate, and train clients to conduct simple transactions through self-service technologies.
- Mentored new hires by training, developing, and assisting team members with questions or concerns.
- Managing multiple activities at the same time while still providing exceptional customer service and adhering to policies and procedures with time efficiency.
Education
Bachelor of Science - Management with minor in Finance
Skills
Relationship management
Critical Thinking
Attention to Detail
Relationship management
Certification
Series 7, Series 66, Securities Industry Essentials (SIE)
Languages
English
Spanish
Timeline
Financial Advisor
JPMorgan Chase
04.2025 - CurrentRead More
Financial Planner
NYLife Securities LLC
04.2023 - 04.2025Read More
Advance broker
Charles Schwab & Co.
01.2021 - 07.2022Read More
Personal Banker
JPMorgan Chase
06.2017 - 12.2020Read More
University of Illinois at Chicago
Bachelor of Science from Management with minor in Finance
Read More