Elijah Jorgenson

• 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.
• Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.

• Assisted in portfolio management for optimal investment performance and risk mitigation.
• Collaborated with senior advisors to develop tailored investment strategies, enhancing client experience and outcomes.
• Expanded knowledge of diverse investment products by conducting research on stocks, bonds, mutual funds, ETFs, annuities, insurance policies.

Delivered Product to clients homes/job/sites.