Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JAMES VERGA

Dumont,NJ

Summary

Experienced financial advisor skilled in educating clients on investment strategies, retirement planning, and financial planning. Demonstrated success in guiding clients towards achieving their financial goals through sound advice and effective implementation of comprehensive financial plans. Committed to delivering personalized solutions that align with each client's unique needs and objectives. Skilled in building strong relationships and fostering trust to ensure long-term client satisfaction and success.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Advisor

Equitable Advisors
09.2022 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Recommended specific investments to help clients meet financial goals.
  • Advised clients on investments, retirement and estate planning.

HR Assistant

At Home With Van Dyk
02.2021 - Current
  • Documented human resources records and maintained confidentiality of sensitive personal information
  • Maintained office supplies, distributed mail, and processed invoices for payment
  • Performed internal and external audits and research and administrative reviews of programs and plans to support HR administration
  • Reviewed and screened applicant resumes to identify qualified candidates
  • Maintained work structure by updating job requirements and job descriptions for positions
  • Analyzed issues and employed improvement processes
  • Conserved time and improved workflows by handling special projects and emergency solutions

Education

Bachelor of Science - Business Administration; Concentration in Finance

Montclair State University
Montclair, NJ
05.2022

Skills

  • Developing financial plans
  • Sales
  • Attention to detail
  • Client relations
  • Retirement planning
  • Verbal and written communication
  • Investment strategy development

Certification

Series 7

Series 66

NJ Life and Health Insurance

Timeline

Financial Advisor

Equitable Advisors
09.2022 - Current

HR Assistant

At Home With Van Dyk
02.2021 - Current

Bachelor of Science - Business Administration; Concentration in Finance

Montclair State University

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JAMES VERGA