Erik Anderson
San Diego,CA
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
23
23
years of professional experience
Work History
Financial Advisor
LPL
03.2007 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Client Advisor
Wells Fargo
02.2003 - 02.2006
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Facilitated new client onboarding process and investment account setup.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Stockbroker
Paine Weber
02.2001 - 02.2003
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Made fast decisions based on fluctuating market resulting in profit of $[Amount].
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Education
Bachelor of Science - Businesss
University of Nevada
Reno05.1996
Skills
- Stock Market Understanding
- Retirement Needs
- Education Funds
- Pipeline Management
- Client Relations
- Sales Expertise
Timeline
Financial Advisor
LPL
03.2007 - Current
Client Advisor
Wells Fargo
02.2003 - 02.2006
Stockbroker
Paine Weber
02.2001 - 02.2003
Bachelor of Science - Businesss
University of Nevada
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