Nicole A Tinnes
La Habra,CA
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
01.2024 - Current
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Developed personalized financial plans addressing client needs and goals.
- Facilitated regular client meetings to review portfolio performance and adjust strategies..
- Utilized financial software to analyze data and optimize investment allocations.
- Collaborated with legal and tax professionals to offer comprehensive financial planning services.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Financial Advisor
Equitable Advisors
08.2020 - 01.2024
- Developed personalized financial plans to align with client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Cultivated long-term client relationships through effective communication and trust-building strategies.
- Led workshops to educate clients on financial literacy and investment principles.
Pool Server
Pasea Hotel & Spa
01.2017 - 03.2020
- Delivered exceptional customer service by attentively responding to guest inquiries and requests.
- Managed food and beverage orders efficiently, ensuring timely delivery to poolside guests.
Education
Bachelor of Arts - Psychology
University of California, Irvine
Irvine, CA06-2020
Skills
- Client relations
- Relationship building and management
- Sales expertise
- Analytical thinking
- Financial planning
Affiliations
- Various Chambers of Commerce - OC Area
- Toastmasters
Certification
- FSCP, The American College of Financial Services - December, 2022
- CA Life Insurance License 4053040 - August, 2020
Languages
Spanish
Native or Bilingual
Timeline
Financial Advisor
Edward Jones
01.2024 - Current
Financial Advisor
Equitable Advisors
08.2020 - 01.2024
Pool Server
Pasea Hotel & Spa
01.2017 - 03.2020
Bachelor of Arts - Psychology
University of California, Irvine