Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Joshua Darwin

Wahpeton,ND

Summary

Passionate financial professional with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Willingness to take on added responsibilities with positive attitude to meet team goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Investment Advisor Representative

Strategic Financial Inc.
Fargo, ND
07.2020 - 12.2023
  • Pursued leads, set appointments, and brought in new customers to increase revenue.
  • Gathered data and built financial models around key metrics.
  • Reviewed portfolio histories and adjusted plans to optimize performance.
  • Collaborated with clients to develop customized investment portfolios.
  • Evaluated customer financial situations and objectives to recommend the most applicable products for protection, debt clearance, savings, or general financial independence.
  • Researched current economic trends and investment opportunities.
  • Assisted investment decisions for Portfolios over $20 million.

Insurance Agent

Insurance Solutions Inc.
07.2020 - 12.2023
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Educated clients on insurance policies and procedures.

Warehouse Employee

UPS
06.2020 - 07.2020
  • Prepared orders for shipment by picking, packing, and labeling merchandise.
  • Operated pallet jacks and material moving equipment to receive and transport items from various warehouse locations.
  • Consistently lifted materials weighing as much as 75+ pounds.
  • Used hand-held devices and computers to record and monitor inventory levels.

Education

Bachelor of Science - Finance

North Dakota State University
Fargo, ND
05.2023

Skills

  • Stocks and Bonds Knowledge
  • Financial Modeling
  • Investment Planning
  • Retirement Planning
  • Financial Planning
  • Staff Training
  • Client Relations
  • Equity and Fixed Income Analysis

Certification

  • Series 65 Licensed
  • ND Life & Annuity Insurance Licensed
  • ND Health & Accident Insurance Licensed
  • Bloomberg Terminal certified

Timeline

Investment Advisor Representative

Strategic Financial Inc.
07.2020 - 12.2023

Insurance Agent

Insurance Solutions Inc.
07.2020 - 12.2023

Warehouse Employee

UPS
06.2020 - 07.2020

Bachelor of Science - Finance

North Dakota State University

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Joshua Darwin