Summary
Overview
Work History
Education
Skills
Accomplishments
Licensing
Work Availability
Websites
Timeline
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Frank Gutierrez

Frank Gutierrez

San Diego

Summary

Seeking a full-time role that offers professional challenges and allows utilization of interpersonal skills, effective time management, and problem-solving expertise. Possesses strong problem-solving abilities, a strong willingness to learn, and excellent communication skills. Ready to contribute to team success and achieve positive results. Dedicated and enthusiastic, prepared to tackle new challenges and advance organizational objectives. Proactive and goal-oriented professional with excellent time management and problem-solving skills, known for reliability and adaptability. Swift capacity to learn and apply new skills. Commitment to leverage these qualities to drive team success and contribute to organizational growth.

Overview

6
6
years of professional experience

Work History

Financial Consultant

EQUITABLE ADVISORS
05.2024 - 01.2025
  • Observed the intricacies of financial planning and deepened my understanding of investment & wealth strategies
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Expanded client base through targeted marketing efforts and referrals from satisfied customers.
  • Investment product knowledge expert with acute proficiency
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Recommended specific investments to help clients meet financial goals.
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.

Credit Solution Advisor II

BANK OF AMERICA
11.2018 - 09.2023


  • Navigated challenging client situations with diplomacy and professionalism, preserving long-term business relationships.
  • Mentored junior team members, contributing to their professional growth and overall team success.
  • Provided ongoing support to clients post-implementation, ensuring their continued success with our solutions.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Educated clients on financial topics and best practices.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Studied financial documents to identify potential areas needing improvement.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Enhanced client satisfaction by providing tailored solutions based on their unique requirements.
  • Streamlined internal processes for faster solution delivery and increased team efficiency.

Education

High School Diploma -

Torrey Pines
San Diego, CA

Skills

  • Verbal and written communication
  • Relationship building and management
  • Financial needs assessment
  • Advising on investments
  • Sales proficiency
  • Meticulous attention to detail
  • Credit analysis
  • Self-motivated nature
  • Customer service
  • Tailored solutions
  • Problem-solving
  • Loan origination

Accomplishments

  • Prestigious President’s Club awardee for surpassing Bank of America's rigorous loan origination and funding benchmarks

Licensing

  • FINRA Series 7, 7925709, 06/07/24, Clean CRD, No Disclosures on U4/U5 – Personal or Professional
  • FINRA Series 66, T0320972, 04/22/24
  • SIE
  • California Insurance Producer License, No.1330853, 05/09/24, (Life, Health, Variable Annuities)
  • NMLS, #393544, 03/01/11

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Consultant

EQUITABLE ADVISORS
05.2024 - 01.2025

Credit Solution Advisor II

BANK OF AMERICA
11.2018 - 09.2023

High School Diploma -

Torrey Pines

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Frank Gutierrez