Justin Volence
Lindenhurst,NY
Summary
Financial Advisor with almost 10 years of experience creating and executing customized financial plans. Proven ability to build and maintain strong client relationships, providing continuous financial education and tailored strategies to meet individual goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
United Financial Alliance
04.2024 - Current
- Work closely with clients to develop personalized financial plans that reflect their unique goals, needs, and risk tolerance, ensuring recommendations are always in their best interest.
- Conduct comprehensive financial assessments, offering strategies for retirement planning, tax optimization, estate planning, and risk management.
- Optimize portfolios using asset allocation to meet clients' long-term goals while managing risk.
- Collaborate with clients to review and adjust financial plans on a regular basis, incorporating changes in life circumstances, market conditions, and financial goals.
Vice President - Wealth Management Advisor
Rockline Wealth Management
09.2020 - 01.2024
- Identified financial planning opportunities by asking insightful questions and gaining a deep understanding of our clients' goals and needs.
- Served as a trusted advisor, fostering long-term relationships through transparent communication, consistent support, and personalized financial guidance.
- Uncovered and developed corporate retirement plan solutions, offering comprehensive retirement planning services for business owners and 401(k) plan participants.
Private Client Advisor
JP Morgan
08.2019 - 09.2020
- Proactively sourced and capitalized on opportunities through our lead generation system to grow assets under management.
- Created customized investment strategies catered towards the client's financial goals, fostering long-term relationships.
- Leveraged Salesforce to track client interactions and maintain accurate, up-to-date records.
Senior Premier Relationship Officer
HSBC Securities
10.2016 - 08.2019
- Co-managed 500+ investment accounts for high-net-worth individuals, identifying financial planning opportunities and strengthening relationships
- Presented tailored investment proposals and financial plans aligned with clients' needs and financial goals.
Education
BBA - Finance and Investments
CUNY Baruch College
New York, NY12.2015
Skills
- Financial Planning
- Relationship Building
- Financial Education
- Communication
- Asset Allocation
- Risk assessment
Accomplishments
- 2024 Rookie of the Year award recipient out of 24 candidates
- 2024 Presidents Club qualifier in under 8 months
Certification
- Series 7, 10/16
- Series 66, 11/16
- Series 63, 10/19
- FINRA Life, Accident, and Health, 01/17
Timeline
Financial Advisor
United Financial Alliance
04.2024 - Current
Vice President - Wealth Management Advisor
Rockline Wealth Management
09.2020 - 01.2024
Private Client Advisor
JP Morgan
08.2019 - 09.2020
Senior Premier Relationship Officer
HSBC Securities
10.2016 - 08.2019
BBA - Finance and Investments
CUNY Baruch College
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