Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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ELLIOT ALVARADO

Financial Advisor
Irving,TX

Summary

Personable financial advisor with notable background in wealth and portfolio management, adept at handling a wide range of financial needs; from short-term cash solutions to long-term retirement planning and insurance decisions. Enthusiastic about and effective at gathering and working with clients of all demographics and backgrounds, able to build strong connections and deepen value to grow personal and firm recognition. Prepared for and excited to further career in serving the individuals of my community as a knowledgeable and trustworthy Financial Advisor who can be counted on to help them reach their goals, within an established firm able to compliment my ambitious spirit.

Overview

4
4
years of professional experience
3
3

Certifications

Work History

Private Client Banker

JP Morgan Chase
Irving, Texas
01.2021 - Current
  • Manage financial affairs of 250+ households of High Net Worth clients, with $38MM invested in financial markets thus far and a vision to reach $50MM by end of 2022.
  • Collaborate with clients to understand their wants, needs, short-term, mid-term and long-term goals to provide them with beneficial and appropriate solutions for each via a holistic approach.
  • Consistently promote and facilitate growth for all facets of JP Morgan Chase & Co. by discovering opportunities and forwarding them to my appropriate wealth management, financing and business partners to further add value to clients.
  • Grow branch by building new relationships and fostering existing ones to increase branch household deposit and investment balances through gaining trust, demonstrating capabilities and applying expertise.
  • Participate in weekly branch meetings and regional calls to review goals and progress, and proactively discover ways to improve performance.

Financial Advisor

Edward Jones
McAllen, Texas
12.2016 - 12.2019
  • Managed branch office with $20,000,000.00 in AUM, with financial growth ranging from $200K to $1MM per month by helping individuals, families and businesses build and execute wealth management strategies based on personal goals and objectives.
  • Helped clients plan for and fund retirement and other long-term objectives using, equities, mutual funds, ETFS, REITS, fixed-income investments and annuities to reach their goals.
  • Marketed branch and services to increase customer base and revenue, serving as a resource to help clients make beneficial and strategic decisions regarding investments, wealth management, life insurance, long-term care, college planing, personal and business retirement planning.
  • Regularly met with clients to ensure understanding of rationale and details of financial strategies, and reviewed progress made as well as account for any changes in objectives and life stages.
  • Constructed, utilized and regularly reviewed business plan to identify and target opportunities to grow business and increase market share.

Education

BBA - Business Management

The University of Texas - Pan American
Edinburg, Texas
08.2015

Skills

  • Wealth Management
  • Equities and Fixed-Income Investments
  • Portfolio Reviews
  • Retirement Planning- IRA's and Rollovers
  • Business Retirement Plans - SEP and SIMPLE IRA's
  • Education Planning
  • Long-term Care Planning and Life Insurance
  • Asset Acquisition and Retention
  • Client Relationship Management
  • Consumer and Business Banking
  • Business Management and Development
  • Sales Presentations and Public Speaking
  • Spanish Fluency

Accomplishments

  • Acknowledged by the Hidalgo County BARR Association; Estate and Probate Counsel Chapter as guest speaker on social security and retirement (2019).
  • Consistently exceeded gross production goals, with positive net cash flow for the last 4+ months in a row.
  • Received the Ted Jones Prospecting Award, recognizing fast starting Financial Advisors who open up 50 new accounts within their first year (2018).
  • Graduated from Edward Jones's Financial Advisor Career Development Program (FACD) (2017).

Certification

Series 7 License

Series 66 License

Life and Health Insurance License


Timeline

Private Client Banker

JP Morgan Chase
01.2021 - Current

Financial Advisor

Edward Jones
12.2016 - 12.2019

BBA - Business Management

The University of Texas - Pan American

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