Jazmin Williams
Charlotte,NC
Summary
Talented and hardworking leader with 8+ years of experience in the Financial Services realm, whom is eager to help lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
Overview
8
8
years of professional experience
Work History
Regional Vice President
Equitable Advisors
05.2022 - Current
- Lead recruitment and development of a team of Financial Advisors.
- Actively train and develop all new branch advisors within their first five years.
- Work as a ‘player-coach’ to new advisors to enhance their skills.
- Coordinate with other Vice Presidents to actualize performance improvement strategies.
Prospective District Manager/VP
Equitable Advisors
08.2020 - 05.2022
- Actively recruited to find top tier talent for the firm and my team.
- Worked to meet desired metrics to appoint as a Vice President.
- Assisted with training and development of newer branch advisors.
Financial Consultant
Equitable Advisors (Formerly AXA Advisors)
10.2015 - Current
- Cultivate relationships with prospective clients via warm introductions and referrals.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on individual needs.
- Formulate strategic goal-oriented solutions for clients
- Strategically Manage $16MM between Life, Annuity, and Advisory assets
- Build and maintain strong client relationships
Education
Bachelor of Science - Finance
George Mason University
Fairfax, VA06.2015
Skills
- Career Speaking Engagements
- Effective Communication
- Critical Thinking
- Leadership & Management
- Problem Solving
- Organization
- Adaptability
- Sales Expertise
Additional Information
- FINRA Series 7, 63, 65, 24
- Life, Accident & Health Insurance License
Accomplishments
- 2019 & 2022: Key Note Dinner Speaker, Equitable Educational Conference
- 2016 & 2017: #1 Advisor for Client Onboarding, Carolinas
Media Apperances
- Key Note Speaker: Carolina's Women's Impact Day | Inspire, lead, succeed 2023
- "8 Signs You Can Afford To Retire," Yahoo Finance 2022
- "Sweat the Smart Stuff—Not the Small Stuff," The Atlantic 2021
- Speaker: "In Pursuit of Happiness Summit," The Atlantic 2021
Timeline
Regional Vice President
Equitable Advisors
05.2022 - Current
Prospective District Manager/VP
Equitable Advisors
08.2020 - 05.2022
Financial Consultant
Equitable Advisors (Formerly AXA Advisors)
10.2015 - Current
Bachelor of Science - Finance
George Mason University