Jazmin Zikri
Long Valley
Summary
Trusted financial advisor with 7 years of experience in comprehensive wealth management services, portfolio
optimization, and tax-efficient retirement planning. Demonstrated success in delivering personalized advice, exceptional
service, and a holistic planning experience that empowers clients at all stages of life to pursue financial security and
achieve their goals.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Financial Advisor
Northwestern Mutual Wealth Management
Bedminster
10.2018 - Current
- Consult with prospective and existing clients to assess their financial objectives, risk tolerance, and life goals.
- Conduct in-depth financial analysis to identify actionable recommendations that align with clients’ objectives.
- Create and implement customized financial plans that include asset allocation, tax mitigation, retirement, risk
management, and wealth preservation. - Collaborate with the onboarding team to ensure a seamless client experience from initial engagement through
implementation. - Maintain a 96% client retention rate through ongoing review meetings to measure progress, update financial
plans, address life changes, and identify new opportunities. - Drive business growth by generating an average of 52 new clients annually through relationship-focused prospecting and strategic networking.
- Generate an average of $3 million in new assets under management annually.
- Produce an average of $85,000 in annual insurance premiums by integrating risk management strategies.
Education
Bachelor of Arts - Entrepreneurial Studies
Fairleigh Dickinson University
Madison, NJ05-2015
Skills
- Financial plan development
- Retirement Planning
- Asset Allocation
- Tax planning
- Risk management solutions
- Utilization of planning software
Certification
- Series 6 & 63
- Life & Health Licensed
Timeline
Financial Advisor
Northwestern Mutual Wealth Management
10.2018 - Current
Bachelor of Arts - Entrepreneurial Studies
Fairleigh Dickinson University