Joshua Bechtel
Indian Trail,NC
Summary
Dynamic Wealth Management Intern at Northwestern Mutual with proven expertise in financial analysis and client relationship management. Successfully crafted personalized financial plans and independently prepared over 50 tax returns as a volunteer tax preparer. Adept in MS Excel and skilled in fostering strong client connections, ensuring compliance and enhancing advisory capabilities.
Overview
1
1
Certification
Work History
Wealth Management Intern
Northwestern Mutual
Charlotte, NC
01.2025 - Current
- Prospected and networked to grow client base
- Engaged clients to assess goals and schedule consultations
- Created personalized financial plans with actionable steps
- Used planning software to support recommendations
- Licensed in Life, Accident, and Health Insurance
- Participated in ongoing coaching and training
Advanced Certification Tax Preparer (Volunteer)
Union County Human Services
Monroe, NC
01.2025 - 04.2025
- Independently prepared and filed over 50 tax returns
- Provided quality reviews for peer preparers
- Enhanced compliance and advisory skills using tax software
Education
Bachelor of Science - Finance
Wingate University
North Carolina07-2025
Skills
- Financial and Investment Analysis
- Client Relationship Management
- Microsoft Word, Excel and PowerPoint
- Strong communication and interpersonal skills
- Team Leadership and Training
- Adaptability in fast-paced environments
Certification
- Accident, Life and Health Insurance Licensure, NC, 2024
- IRS Advanced Certification, VITA Program
References
References available upon request.
Timeline
Wealth Management Intern
Northwestern Mutual
01.2025 - Current
Advanced Certification Tax Preparer (Volunteer)
Union County Human Services
01.2025 - 04.2025
Bachelor of Science - Finance
Wingate University
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