Nathan Thomas
College Station,United States
Summary
Aspiring Financial Advisor and CFP candidate with hands-on experience in comprehensive financial planning through internships in wealth management and financial advisory. Skilled in retirement planning, financial analysis, client relationship management, and industry-leading software including eMoney and Morningstar. Passionate about helping individuals achieve their financial goals through personalized advice and long-term planning.
Overview
1
1
Certification
1
1
year of professional experience
Work History
Intern
Texas Financial Advisors
06.2026 - Current
- Utilized eMoney and Morningstar to input and analyze client financial data, enabling advisors to create personalized retirement, insurance, and investment planning strategies.
- Prepared advisors for client meetings by compiling portfolio performance reports and organizing financial planning documents, ensuring readiness for discussions and follow-up actions.
- Recorded detailed client meeting notes and coordinated post-meeting tasks, facilitating timely implementation of financial planning recommendations.
Financial Representative
Northwestern Mutual
05.2025 - 08.2025
- Generated new business opportunities by prospecting 50+ prospective clients through networking, relationship-building, and referral outreach, contributing to a 25% increase in weekly client meetings.
- Collaborated with financial advisors to create tailored financial plans for 10+ clients, integrating retirement, investment, insurance, and risk management strategies.
- Strengthened client relationships through meeting coordination, follow-up communication, and meticulous documentation within CRM software.
- Supported insurance policy analysis and financial planning recommendations, enhancing understanding of wealth management practices.
Education
Bachelor of Science - Economics, Business Minor & Financial Planning Minor
Texas A&M University
College Station, Texas12-2026
Skills
- eMoney
- MorningStar
- CRM
- Financial Analysis
- Advanced Microsoft Excel
- Texas Life and Health Insurance Agent
- Annuities
- Long-Term Care
- Investment Strategies
- Securities Industry Essentials (SIE)
- Series 65 - Investment Advisor Representative
- Series 63 - Uniform Securities Agent State Law
- Microsoft Suite
- MorningStar
Certification
- Series 65 - Investment Advisor Representative
- Series 63 - Uniform Securities Agent
- SIE - Securities Industry Essentials
- General Lines: Life, Accident, and Health Insurance
Timeline
Intern
Texas Financial Advisors
06.2026 - Current
Financial Representative
Northwestern Mutual
05.2025 - 08.2025
Bachelor of Science - Economics, Business Minor & Financial Planning Minor
Texas A&M University