Itzel-Victoria Arce
San Diego, CA
Summary
Dynamic Financial Advisor with a proven track record at Global Financial Impact, adept at building trust and maximizing client portfolios. Skilled in expert problem solving and relationship building, I effectively educated clients on investment opportunities, enhancing their financial strategies and achieving significant portfolio growth. Trilingual communicator, driven to exceed performance goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Global Financial Impact
07.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Managed a portfolio of 70 clients, conducting in-person and phone consultations to build long-term relationships and uncover financial opportunities.
- Provided insights on market conditions and financial planning strategies to enhance client portfolios and maximize returns.
Associate Consultant
J's Pro Tax Services
02.2021 - Current
- Handled confidential and sensitive information with discretion and tact.
- Acted as the primary point of contact between the CEO and clients, ensuring seamless communication and follow-ups. Managing executive calendars, scheduling meetings and appointments to optimize time.
- Assisted in client onboarding and relations, ensuring a smooth experience for new and returning customers.
- Oversaw internal workflow and office operations, ensuring efficiency in day-to-day business activities.
Education
Bachelor of Arts - Communication
San Diego State University
San Diego, CA05-2025
Skills
- High sense of urgency
- Adaptable communicator across diverse audiences
- Expert problem solving
- Resilience
- Relationship building
- Clear and persuasive verbal and written communication
- Driven to exceed sales and performance goals
- Expert problem solving
- Trilingual
Certification
- Licensed Life Insurance Agent - CA Department of Insurance. #
Timeline
Financial Advisor
Global Financial Impact
07.2024 - Current
Associate Consultant
J's Pro Tax Services
02.2021 - Current
Bachelor of Arts - Communication
San Diego State University
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