Helen Perez Delgado
Ave Maria,Florida
Summary
Seasoned Financial Advisor with a successful track record at Financial Wealth Advisors Company, adept at creating customized financial plans and investment strategies. Expertise in portfolio construction and customer service has led to consistently surpassing client financial goals through strategic wealth management. Known for exceptional relationship-building, problem-solving, and communication skills, thriving in fast-paced environments. Committed to fostering strong partnerships across diverse demographics and management levels.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Financial Wealth Advisors Company
Miami, FL
03.2023 - Current
- Performed comprehensive analysis of clients' financial status, evaluating risk and managing cash flow.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Education
High School Diploma -
Balcon Brothers
Cuba07-2019
Skills
- Developing financial plans
- Investment planning
- Managing wealth
- Financial services
- Wealth management
- Portfolio construction
- Financial advising
- Customer service
- Business development
Languages
English
Professional
Spanish
Native/ Bilingual
Timeline
Financial Advisor
Financial Wealth Advisors Company
03.2023 - Current
High School Diploma -
Balcon Brothers