Summary
Overview
Work History
Education
Skills
Timeline
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EMMANUEL MARTINEZ JAUREGUI

Chula Vista,CA

Summary

Self-motivated individual, with over 2 years of experience in the financial industry and genuine curiosity for investing and market trends. Detail-oriented team player with strong organizational, analytical and quantitative skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience

Work History

Financial Advisor

Merrill
07.2023 - Current
  • Met with high-net-worth clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

Financial Advisor

Equitable Advisors
10.2021 - 07.2023
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals
  • Performed over 100 phone calls per day to establish relationships with new clients and educated clients on account services and capabilities
  • Researched and evaluated potential investment products for clients
  • Studied financial documents to identify potential areas needing improvement.

Delivery and Warehouse Manager

Y&M Wholesale
02.2017 - 01.2019
  • Supervised and organized delivery of products to over 120 different locations in San Diego County
  • Organized daily logs, paperwork, and receipts accurately and efficiently
  • Led warehouse improvement initiatives to advance operational efficiencies
  • Fostered positive working relationships with customers to increase customer retention.

Education

Bachelor of Arts - Economics

San Diego State University
San Diego, CA
8.2020

FINRA's Series 7 Spanish FINRA's Series 66 CA Insurance Lic. #4139431 -

Skills

  • Effective communication skills
  • Analytical skills
  • Quantitative skills
  • Investment planning
  • Multitasking
  • Detail-oriented

Timeline

Financial Advisor

Merrill
07.2023 - Current

Financial Advisor

Equitable Advisors
10.2021 - 07.2023

Delivery and Warehouse Manager

Y&M Wholesale
02.2017 - 01.2019

Bachelor of Arts - Economics

San Diego State University

FINRA's Series 7 Spanish FINRA's Series 66 CA Insurance Lic. #4139431 -

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EMMANUEL MARTINEZ JAUREGUI