Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Timeline

Nadia Eldib

Westlake Village,CA
The person who says it cannot be done should not interrupt the person who is doing it.
Chinese proverb

Summary

Experienced Registered Advisor, successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver, skilled at de-escalating situations and driving positive change.

Overview

14
14
years of professional experience

Work History

Registered Branch Associate

Edward Jones Investments
03.2021 - Current
  • Assisted top producing Financial Advisor with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals of clients.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries.

Transitional Financial Advisor

Edward Jones Investments
03.2018 - 02.2021
  • Preserved and restored customer relationships when former Financial Advisor is unable to meet those obligations.
  • Researched and resolved any service issues or unfinished tasks.
  • Kept compliance department apprised of any Compliance/Field Service concerns.
  • Committed to 100% travel schedule, including weekends, and holidays, across the United States.

Financial Advisor

Edward Jones Investments
03.2014 - 02.2018
  • Met with clients to discuss assets, expenses, and long-term/short-term investment goals to devise personalized, comprehensive financial strategy.
  • Created business plan and identified target customers by interacting on phone, in person, and handling incoming referrals.
  • Coordinated and hosted marketing events to grow customer base.
  • Trained and mentored support staff to generate ideas, share knowledge and commit to building successful office brand.

Education

Bachelor of Science - Business Administration

California State University - East Bay, Hayward, CA

Certification - Accredited Asset Management Specialist (AAMS)

College of Financial Planning

Skills

  • Customer Experience
  • Social Perceptiveness
  • Clear and Professional Communication
  • Market Condition Analysis
  • Business Development
  • Process Improvement Initiatives
  • Adaptable to Changing Conditions
  • Prioritizing and Planning

Accomplishments

  • Collaborated with leading Financial Advisor to assist in managing 850M+ in AUM.
  • Selected to work in partnership with top producing Financial Advisor in multiple test-and-learn roles to provide team feedback about role-design and implementation along the way.
  • Worked in partnership with Client Experience and Development team in the development of "Future Branch Teams".
  • Created and implemented quarterly educational meeting for 180+ new associates in Registered Branch Associate pilot.


Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Registered Branch Associate - Edward Jones Investments
03.2021 - Current
Transitional Financial Advisor - Edward Jones Investments
03.2018 - 02.2021
Financial Advisor - Edward Jones Investments
03.2014 - 02.2018
California State University - East Bay - Bachelor of Science, Business Administration
College of Financial Planning - Certification, Accredited Asset Management Specialist (AAMS)

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Nadia Eldib