NIKOLAS KESZTHELYI
Rockaway
Summary
Results-driven Financial Advisor skilled in developing customized investment strategies and managing comprehensive client documentation. Expertise in risk management enhances client satisfaction and supports achievement of financial objectives. Focused on leveraging data visualization and client engagement to drive impactful results.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Equitable Advisors
Woodbridge
06.2025 - Current
- Provided comprehensive financial guidance to clients by developing personalized retirement, investment, and risk management strategies aligned with their individual goals.
- Managed detailed client records and financial documentation, ensuring accuracy and compliance across multiple accounts.
Porter
Joyce Honda
Denville
09.2020 - 08.2022
- Tended to cars coming into service by sanitizing, organizing, and moving each car to their respective bay area.
- Provided complementary shuttle services to customers as well as greeting and directing all incoming customers.
- Completed all duties for store opening and start of business.
Sales Associate
Zumiez Inc.
Rockaway
11.2018 - 03.2020
- Created relationships with incoming customers to the store and used sales techniques to sell merchandise.
- Achieved top sales associate of the month for several months, and sold over $50,000 worth of merchandise.
- Performed store closing duties and prepared the store for the next day's business.
Volunteer Assistant Coach
Park Lake Sharks Swim Team
Rockaway
06.2018 - 08.2019
- Developed daily practice routines for swimmers aged 13-18, collaborating with head coach to enhance swimmer technique.
- Supervised swim team members at meets, ensuring safety and supporting head coach in maintaining safe pool conditions.
- Coordinated age and skill level appropriate activities for younger participants, fostering skill development and engagement.
Education
Bachelor of Business Administration - Risk Management and Insurance
TEMPLE UNIVERSITY, Fox School of Business
Philadelphia, PA08-2024
Skills
- Financial analysis
- Financial reporting
- Risk management
- Effective communication
- Microsoft Word and Excel
- Effective communication
- Risk management
Professional Licenses Certifications
- FINRA Series 7
- FINRA Series 66
- FINRA Securities Industry Essentials
- NIPR Life and Health Insurance License
Timeline
Financial Advisor
Equitable Advisors
06.2025 - Current
Porter
Joyce Honda
09.2020 - 08.2022
Sales Associate
Zumiez Inc.
11.2018 - 03.2020
Volunteer Assistant Coach
Park Lake Sharks Swim Team
06.2018 - 08.2019
Bachelor of Business Administration - Risk Management and Insurance
TEMPLE UNIVERSITY, Fox School of Business