Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jeremiah Keating

Fort Lauderdale,FL

Overview

2
2
years of professional experience
1
1
Certification

Work History

Merrill Financial Solutions Advisor

Merrill Lynch
08.2024 - Current
  • Utilized advanced financial planning tools to create comprehensive wealth management plans, effectively addressing client needs in investment, retirement, and estate planning.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Advised clients on risk management strategies to protect assets against market volatility.
  • Cultivated network of industry professionals to support client needs beyond traditional financial advisory services.

Financial Solutions Advisor

Bank of America Merrill Lynch
07.2023 - 08.2024
  • Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
  • Assisted clients in navigating complex investment options, breaking down jargon into understandable terms for informed decision making.
  • Expanded business opportunities through effective networking, referrals, and community involvement initiatives.
  • Consistently met or exceeded metrics to progress to next phase of advisor development program in shortest possible time frame

Advisor Development Program Summer Analyst

Merrill Lynch
06.2022 - 08.2022
  • Assisted several Merrill advisors during ten-week internship program with creation of personal wealth analyses for their prospective and existing clients.
  • Prepared materials for client meetings to assist advisors in presentation of different financial plans and strategies.
  • Underwent extensive training on fundamentals of financial planning.

Education

Bachelor of Arts - Economics

University of Miami
Miami, FL
05.2023

Skills

  • Financial Planning
  • Microsoft Excel
  • Risk Assessment
  • Portfolio Management
  • Retirement planning
  • Asset Allocation Strategies
  • Client Relations
  • Investment strategies

Certification

  • Series 7, FINRA
  • Series 66, FINRA


Timeline

Merrill Financial Solutions Advisor

Merrill Lynch
08.2024 - Current

Financial Solutions Advisor

Bank of America Merrill Lynch
07.2023 - 08.2024

Advisor Development Program Summer Analyst

Merrill Lynch
06.2022 - 08.2022

Bachelor of Arts - Economics

University of Miami
Jeremiah Keating