Jovani Maestas II
Denver,CO
Summary
What used to be my passion statement of, “I love to give financial education to all those around me”, has now become, “I truly love to watch others succeed”. That carries over in every aspect of my life not just professionally. Whether I’m helping a friend learn how to fly fish, helping people learn new workout exercises, or helping mentor new colleagues. My spirit is that of a leader and when I see someone is eager to grow in an area that I can positively impact, I make their goals my own. With endless career paths and opportunities, I have taken a particular interest in financial planning. With proper financial planning, you can achieve financial security, and with financial security, you can achieve doing what you want, when you want, and with whom you want. To me, that’s what life is all about. I’m dedicated to growing my financial knowledge and leadership skillset, not only for my personal fulfillment but for those all around me.
Overview
6
6
years of professional experience
Work History
Financial Representative
Fidelity Investments
Lone Tree, CO
12.2023 - Current
- Serve as a first point of contact for walk-in clients, addressing inquiries, and providing education on Fidelity's investment products and services.
- Execute client-initiated trades and process account transactions, including deposits, distributions, and fund transfers, with attention to detail and accuracy.
- Support branch operations by coordinating with financial consultants and brand leaders to prepare for meetings, answer clients' questions, and ensure a seamless advisory experience.
- Assist in onboarding new clients by guiding them through account setup and enabling various account features.
- Collaborate in a high-volume, fast-paced environment, balancing multiple client needs while maintaining exceptional service standards.
- Build relationships and trust with clients by asking open-ended questions to understand a client’s needs and situation.
- Position financial consultants as a resource for clients to help with financial planning.
- Excellence In Action winner Q3 2024
Financial Representative
Northwestern Mutual
Englewood, CO
09.2022 - 10.2023
- Jim Effner competition winner Q2 2023(Market wide prospecting/referral competition vs other first year representatives)
- Warm and cold outreach for client acquisition
- Conducted factfinding meetings to understand client's goals and needs
- Offered sound holistic financial planning advice
- Positioned insurance products and mutual funds for client portfolios
- Built a book of business
- Developed a sales process for client onboarding
- Professional follow up
- Continuously deepened my knowledge of financial planning and investing
- Worked with tenured teams on complex cases
- Conducted review meetings with clients
- Built visual financial plans to properly educate prospects and encourage action
- Worked with mentors and coaches to develop personal and professional skills
- Record keeping of notes from meetings and recommendations given
- Prospected and asked for referrals
Associate Banker
JPMorgan Chase
Englewood, CO
10.2019 - 08.2022
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Managed escalations with polite service, knowledgeable support and professionalism to satisfy needs and protect bank reputation.
- Completed thorough and accurate documentation for account maintenance
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Reviewed accounts for signs of fraud and used account due diligence to determine proper actions.
- Adhered to bank and legal guidelines for reporting and money handling.
- Built excellent relationships with new and regular clients.
- Custodial management of the branches cash vault
- Custodial management of branches ATMs
Education
Bachelor of Science - Finance - Concentration On Financial Planning
Southern New Hampshire University
Hooksett, NH12-2029
Skills
- Strong Emotional intelligence
- Strong communication skills
- Building strong relationships with clients
- Getting a deep understanding of someone's goals and vision
- Asking open-ended questions
- Building a comprehensive financial plan tailored to one's goals
- Record keeping of notes and recommendations
- Professional follow up
- Internal and regulatory compliance
- Energy and passion to serve others
- Continuous learning and a focus on deepening my knowledge of financial planning
- Output oriented, focused on results vs activities
References
- Zachary Bock - Financial Consultant - Fidelity Investments - 239-895-0872 EXT. 46996 Zachary.Bock@fmr.com
- Andrew Kim - Vice President Financial Consultant - Fidelity Investments - 800-774-4578x75326 Andrew.Kim@fmr.com
- Gary McDaniel - Vice President Wealth Planner - Fidelity Investments - 800-774-4578x52696 Gary.Mcdaniel@fmr.com
Timeline
Financial Representative
Fidelity Investments
12.2023 - Current
Financial Representative
Northwestern Mutual
09.2022 - 10.2023
Associate Banker
JPMorgan Chase
10.2019 - 08.2022
Bachelor of Science - Finance - Concentration On Financial Planning
Southern New Hampshire University
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