Joseph E. Jin, CFP
Tampa,FL
Summary
Accomplished Wealth Management Advisor with expertise in relationship building, financial planning, and investment management. Proven track record of increasing assets under management and delivering personalized client services.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Wealth Management Advisor
UBS Wealth Management
Tampa, FL
07.2021 - Current
- Established strong relationships with clients through effective communication and personalized service.
- Developed comprehensive financial plans to meet client investment objectives.
- Conducted regular portfolio reviews to assess performance and adjust strategies accordingly.
- Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals.
- Collaborated with other financial professionals, including accountants and attorneys, to provide holistic wealth management services.
Wealth Management Advisor
Bernstein Private Wealth Management
Tampa, FL
10.2020 - 07.2021
Senior Associate
Bernstein Private Wealth Management
Tampa, FL
03.2018 - 10.2020
Private Client Associate
Bernstein Private Wealth Management
Tampa, FL
08.2015 - 03.2018
Institutional Sales Associate
Noble Financial Capital Markets
Boca Raton, FL
08.2013 - 08.2015
Education
Bachelor of Science - Finance And Marketing
University of South Florida
Tampa, FL05-2013
Skills
- Relationship building and management
- Business development
- Verbal and written communication
- Customer service
- Financial planning
- Investment management
- Asset allocation
- Alternative investments
Certification
CFP - Certified Financial Planner
FINRA - Series 7 License
FINRA - Series 63 License
Timeline
Wealth Management Advisor
UBS Wealth Management
07.2021 - Current
Wealth Management Advisor
Bernstein Private Wealth Management
10.2020 - 07.2021
Senior Associate
Bernstein Private Wealth Management
03.2018 - 10.2020
Private Client Associate
Bernstein Private Wealth Management
08.2015 - 03.2018
Institutional Sales Associate
Noble Financial Capital Markets
08.2013 - 08.2015
Bachelor of Science - Finance And Marketing
University of South Florida