Julian X. Escobar
Los Angeles,CA
Summary
Financial professional with entry experience in providing strategic financial guidance and personalized investment solutions. Demonstrates strong analytical skills, adept at financial planning, risk assessment, and client relations. Known for creative problem solving and ability to foster team collaboration when needed. Proven track record in adapting to evolving client needs through companionate efforts while maintaining results-driven approach. Equipped with solid foundation in financial markets, regulatory compliance, and customer service excellence. Able to adapt to any situation and create an ideal work environment.
Overview
5
5
years of professional experience
1
1
Certification
1
1
License
Work History
Financial Advisor Trainee
Edward Jones
Lake Isabella, CA
02.2025 - Current
- Comprehensive training program focused on financial planning, investment strategies, and client relationship management
- Strengthened communication and presentation skills through client meetings and advisor-led training sessions
- Developed knowledge of stocks, bonds, mutual funds, ETFs, retirement accounts, and insurance products
- Supported senior advisors in preparing financial plans, investment proposals, and client review materials
- Engaged in prospecting activities, including networking and referrals, to help grow the client base
Lease Retention Manager
Santa Monica Ford Lincoln
01.2023 - 02.2025
- Ford Motor Company Certified Sales Consultant
- Fluent in customer relationship management softwares. VIN solutions and Ford Direct
- Assist clients in making the best decision for their future
- Provide exceptional customer service throughout the sales process
- Follow up with customers to ensure satisfaction
- Meet sales targets and goals
- Stay updated on product knowledge and industry trends
- Great at identifying market opportunities and implementing effective sales strategies
- Developed and implemented customer loyalty programs to enhance retention rates.
- Analyzed customer feedback and data to identify areas for service improvement.
Manager
Sugar Fish Studio City
01.2022 - 01.2023
- Constantly supporting the team around me and assisting in various tasks
- Work seamlessly as well as being in constant communication with team to make sure the guests have the amazing experience the restaurant is known for
- Maintain a high level of hospitality and professionalism with each team member and guest
- Offer recommendations, take orders, and develop relationships with guests to deliver personal and notable experiences
- Ensure all orders in and out of the kitchen are accurate, on time, and of standard to guest expectations
- Handle disputes and/or complaints with the utmost respect, professionalism, and hospitality and go above and beyond to always accommodate special requests
CNA
St. Johns Regional Hospital Oxnard, CA
Oxnard, CA
01.2021 - 01.2022
- Monitored vital signs
- Delivered patients' medication
- Provided caring, intimate, hands-on healthcare for patients
- Worked in a hospital setting
- Communicated patient's condition to the nurse in charge
- Assisted with bathing patients
- Helped patients with daily living needs
- Worked with mechanical lifts, as needed
Education
High School Diploma -
Hart High School
Bachelors - Health Sciences
California State University Channel Islands
05-2023
Skills
- Client relationship building
- Investment strategies
- Customer service
- Attention to detail
- Effective multitasking
- Team collaboration
- Quality control
- Project management
- Process improvement
- Financial advising
- Problem-solving
- Honest and dependable
- Time management
Certification
- SIE certification
- Series 7 license
Timeline
Financial Advisor Trainee
Edward Jones
02.2025 - Current
Lease Retention Manager
Santa Monica Ford Lincoln
01.2023 - 02.2025
Manager
Sugar Fish Studio City
01.2022 - 01.2023
CNA
St. Johns Regional Hospital Oxnard, CA
01.2021 - 01.2022
High School Diploma -
Hart High School
Bachelors - Health Sciences
California State University Channel Islands