Summary
Overview
Work History
Education
Skills
Leadership Experience
Timeline
Generic

JOSIAH WORLEY

Montpelier,VA

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

4
4
years of professional experience

Work History

Financial Advisor

LPL Financial
Richmond, VA
06.2023 - Current
  • Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.

Work Site Captain

Rent The Help
Richmond, VA
05.2021 - 08.2022
  • Led a team of four individuals for two summers.
  • Assisted and communicated with customers throughout the stressful moving process.
  • Diffused many work-site conflicts of team members.
  • Worked with teammates from diverse cultures and backgrounds.

Education

Bachelor of Science - Economics

Hampden-Sydney College
Hampden-Sydney, VA
05.2024

High School Diploma -

Benedictine College Preparatory
05.2020

Skills

  • Proficient in Excel
  • Proficient in PowerPoint
  • Client relations
  • Golf

Leadership Experience

  • Wilson Leadership Program, Hampden-Sydney, VA, 08/2020, 05/2021, An organization that develops leadership skills founded on General Wilson's leadership. Develops the next leaders of America, and hosts workshops with current prominent leaders.
  • Kappa Sigma Fraternity, Grand Master of Ceremonies, Hampden-Sydney, VA, 09/2022, 04/2023, Organized leadership training for all new members of the fraternity., Organized barbecue fundraisers and gofundme pages for the Military Heroes Campaign., Attended the Kappa Sigma National leadership conference for the Hampden-Sydney chapter., Assisted all executive board decisions, and helped organize philanthropic activities.

Timeline

Financial Advisor

LPL Financial
06.2023 - Current

Work Site Captain

Rent The Help
05.2021 - 08.2022

Bachelor of Science - Economics

Hampden-Sydney College

High School Diploma -

Benedictine College Preparatory
JOSIAH WORLEY
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