Justin Baierl
Pittsburgh,PA
Summary
Accomplished Financial Advisor with a proven track record at Axias Wealth Advisors, excelling in wealth management and relationship building. Demonstrated success in developing financial plans, enhancing client portfolios, and fostering trust. Skilled in investment advice and client education, significantly contributing to client financial goals and company growth. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Axias Wealth Advisors
01.2021 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Assistant
Northwestern Mutual Wealth Management
01.2020 - 01.2022
- Reconciled statements and accounts and resolved variances.
- Supported clients'' needs by providing timely responses to inquiries regarding account status or transactions processed.
- Managed accounts payable processes, ensuring prompt payment of invoices while avoiding duplicate payments or late fees.
- Assisted in auditing projects by compiling information and discovering fraud, embezzlement and liabilities.
Financial Intern
Waldron Private Wealth
04.2020 - 09.2020
- Prepared comprehensive presentations on company performance, aiding management in strategic planning efforts.
- Improved budget tracking for various departments, contributing to more efficient resource allocation.
- Supported senior analysts in conducting due diligence on potential investments, resulting in well-informed decisions.
- Enhanced understanding of regulatory compliance by conducting risk assessments and recommending mitigation strategies.
Education
Bachelor of Arts - Economics, Finance
Washington & Jefferson College
Washington, PA05.2020
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Wealth Management
- Asset Allocation
- Retirement needs
- Insurance Planning
- Estate Planning
- Financial Planning
Certification
Certified Financial Planner
Timeline
Financial Advisor
Axias Wealth Advisors
01.2021 - Current
Financial Intern
Waldron Private Wealth
04.2020 - 09.2020
Financial Assistant
Northwestern Mutual Wealth Management
01.2020 - 01.2022
Certified Financial Planner
Bachelor of Arts - Economics, Finance
Washington & Jefferson College
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