Fabian Aviles

• Reduced risk exposure for clients by conducting thorough portfolio reviews and recommending suitable adjustments.
• Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
• Consistently met or exceeded performance metrics, earning recognition from management for outstanding achievements in client satisfaction and revenue generation.
• Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
• Achieved revenue growth targets by cross-selling bank products and services to existing clients.
• Increased assets under management by actively building and maintaining strong client relationships.
• Recommended specific investments to help clients meet financial goals.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

• Provided an accurate and transparent interpretation between English and Spanish speaking clients.
• Utilized active listening skills and cultural sensitivity to convey accurate interpretations.
• Kept up-to-date with industry-specific terminology and jargon to accurately interpret technical or specialized language.
• Improved client outcomes in a finance setting by facilitating clear communication between financial professionals and non-English speaking clients.

• Assisted clients with financial plans including but not limited to debt resolution, investments for retirement (ROTH IRA/Traditional IRA and fixed and variable annuities) college accounts (UGMA/UTMA), and life home and auto insurance
• Maintained filing system and records of clients and assured accuracy in them for audits by the SEC
• Drafted any necessary documents for Regional Vice President and Senior Vice President through a variety of software applications
• Supervised and managed over 20 people at a time and was able to keep all compliant with the state of Arizona and the SEC by paying attention to close detail within the set time frame
• Consistently maintained team goals to a high standard, ensuring accuracy for insurance and investments application.

May 2018 - September 2019

• Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
• Developed comprehensive training program for new hires, significantly reducing learning curve and integrating them into the team quickly.
• Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
• Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
• Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.