Jacqueline Gonzalez
Miami,FL
Summary
Dedicated, focused and self-motivated Financial Advisor capable of building superior long-lasting customer relationships by providing superior service and leveraging all resources provided by the financial institution. Proven ability to identify and expands market opportunities as well as surpass asset goals. Team player. Holds current Series 215, 6, 7, 63 and 65 licenses. Holds designations as Sports and Entertainment Accredited Wealth Management Advisor and Certified Plan Fiduciary Advisor.
Overview
15
15
years of professional experience
Work History
International Wealth Advisor, Vice President.
Merrill Lynch
Miami, FL
05.2016 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services.
- Assisted clients with preparing financial plans to reach their financial goals, discussed investment strategies and risks associated with these.
- Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
- Facilitated new client onboarding process and investment account setup.
- $150MM assets under management
Financial Representative
Arven Financial
Miami, FL
08.2015 - 05.2016
- Met with prospective clients, identified their financial needs and developed custom financial plans
- Networked to identify potential new clients and expand geographic territories.
- Developed Financial plans directed to financial security: insurance, retirement, investments and college planning
- Developed and maintained list of well-qualified clients.
- Managed over 50 customer calls per day
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Placed over $10MM in insurance policy sales
Financial Representative
Northwestern Mutual
Miami, FL
11.2013 - 08.2015
- Reviewed client accounts and results regularly in order to determine whether life or economic changes indicated need for plan revisions
- Prepared paperwork to process insurance sales and renewals.
- Placed $15MM in insurance policy sales
- Managed over 50 prospect calls per day
Assistant Sales Representative
COBRA PUMA Golf
Miami, FL
07.2012 - 11.2013
- Promoted company’s golf apparel and equipment from Vero Beach to Florida Keys
- Cold-called prospective customers to build relationships
- Established new customer accounts
- Documented product and service sales Maintained productive relationships with existing customers
- Kept store manager apprised of upcoming sales and service issues.
Golf Professional
LPGA Duramed Futures Tour
Miami, FL
02.2008 - 11.2013
- Qualified and played as member of an elite group of women's golf professionals.
- Played and competed on tour with members of Ladies Professional Golf Association on the LPGA Duramed Futures Tour (now the Symmetra Tour)
- Followed time management practice and workout regimen
- Exercised strong leadership and self-discipline skills on and off the course
- Always demonstrated commitment to other players and coaches
- Participated in community service activities and mentored student athletes.
Apparel Specialist/Client Services
Edwin Watts Stores
Ft Lauderdale, FL
07.2011 - 06.2012
- Responsible for product placement and displays in stores
- Took initiative to call store customers regarding store specials and new apparel
- Insured that showroom looked professionally maintained and neat
- Kept management informed of special sales and service issues.
Education
MBA - Finance
University of Miami
Miami, FL12.2014
BS - Hospitality, Recreation and Resort Management
University of West Florida
2006
Skills
- Sales and Marketing Skills
- Financial Services
- Building Client Relations
- Knowledge of Financial Markets
- Excellent Communications Skills
- Highly Organized Worker
- Client Financial Plan Reviews
- Custom Wealth Analysis
- Strong Financial Background
- Wealth Management
- Portfolio Building and Management
- Demonstrated Ability to Lead
Accomplishments
- Developed effective working relationships with professionals and business partners
- Developed client base of 200 clients
- $150MM assets under Management
- Leveraged successful integration of all aspects of our financial institution
Affiliations
Member: Junior Achievement Miami-Dade, Board Member
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
International Wealth Advisor, Vice President.
Merrill Lynch
05.2016 - Current
Financial Representative
Arven Financial
08.2015 - 05.2016
Financial Representative
Northwestern Mutual
11.2013 - 08.2015
Assistant Sales Representative
COBRA PUMA Golf
07.2012 - 11.2013
Apparel Specialist/Client Services
Edwin Watts Stores
07.2011 - 06.2012
Golf Professional
LPGA Duramed Futures Tour
02.2008 - 11.2013
MBA - Finance
University of Miami
BS - Hospitality, Recreation and Resort Management
University of West Florida
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