Ricardo Olvera
Whittier,CA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Private Client Advisor
J.P. Morgan Asset Management
2011.05 - Current
- Educated clients on potential risks and rewards associated with various investments.
- Studied financial documents to identify potential areas needing improvement.
- Conducted regular portfolio reviews with clients to assess performance, discuss any concerns, and make necessary adjustments based on changing financial goals or market conditions.
- Recommended specific investments to help clients meet financial goals.
- Presented financial plans and investment recommendations to clients.
- Increased assets under management through proactive client outreach and referrals from satisfied clients.
Client Relationship Manager
State Farm
2009.02 - 2011.04
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Identified opportunities to cross or up-sell services and communicated customer needs to appropriate team.
Education
No Degree - Business Administration
Cal State University Northridge
Northridge, CAHigh School Diploma -
Lynwood High School
Lynwood, CA06.2006
Skills
- Investment planning
- Account Management
- Financial Goal Planning
- Business Development
- Financials Analysis
- Capital Market Trends
- Wealth Management
Coaching Baseball
Strong devotion to the game of baseball and a love for guiding athletes throughout their athletic journey.
Languages
Spanish
Full Professional
Certification
Series 6, 7, 63, 66
WMCP
Timeline
Private Client Advisor
J.P. Morgan Asset Management
2011.05 - Current
Client Relationship Manager
State Farm
2009.02 - 2011.04
No Degree - Business Administration
Cal State University Northridge
High School Diploma -
Lynwood High School
Series 6, 7, 63, 66
WMCP
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