Jhovani Houseman
Dallas,TEXAS
Summary
Driven Financial Advisor with 1+ years of experience adept at maximizing financial growth, through strategic networking and innovative financial strategies. Implemented tailored financial plans, and boosting client confidence in understanding complex financial concepts. Committed to leveraging analytical skills for optimizing and empowering clients with financial education for informed decision-making.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
12.2022 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Implemented Tax strategies and new regulations.
- Optimized client's knowledge of product holdings, in order to maximize their financial opportunity cost.
Education
BBA - Finance
The University of Texas At El Paso
El Paso, TX05.2020
Skills
- Long Term Care/ Disability Insurance Financial Planning
- Microsoft Excel Proficient
- Financial Planning
- Networking
- Market Analysis
- Client Relationship Management Tools
- Outlook Proficient
- Stock Market Understanding
- Asset Allocation
- Debt management
- Retirement Planning
Certification
- FINRA Series 6 License, FINRA Series 63 License.
- Life, Health, Long Term Care & Annuities Variable Annuity Insurance Licensed
- Licensed in Texas, Louisiana, and Missouri.
Timeline
Financial Advisor
Northwestern Mutual
12.2022 - Current
BBA - Finance
The University of Texas At El Paso