Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elijah Jorgenson

PRAIRIE DU SAC

Summary

Dynamic Financial Advisor with a proven track record at North Star Resource Group, excelling in relationship building and investment advice. Leveraged analytical thinking to tailor strategies that enhanced client portfolios and satisfaction. Skilled in risk assessment and wealth management, fostering trust and loyalty among clients while driving optimal investment performance.

Overview

5
5
years of professional experience

Work History

Financial Advisor

North Star Resource Group
04.2023 - 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.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.

Financial Advisor Intern

North Star Resource Group
04.2022 - 04.2023
  • 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.

Delivery Driver

Nonn's Flooring
02.2020 - 08.2022

Delivered Product to clients homes/job/sites.


Education

BBA - Finance

UW Whitewater
Whitewater, WI
05-2023

High School Diploma -

Sauk Prairie High School
Prairie Du Sac, WI
06-2018

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Risk assessment
  • Wealth management

Timeline

Financial Advisor

North Star Resource Group
04.2023 - Current

Financial Advisor Intern

North Star Resource Group
04.2022 - 04.2023

Delivery Driver

Nonn's Flooring
02.2020 - 08.2022

BBA - Finance

UW Whitewater

High School Diploma -

Sauk Prairie High School
Elijah Jorgenson