Robyn Roberts
Financial Advisor
Kailua,HI
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
3
3
Certifications
Work History
Associate Financial Advisor
Bankoh Investment Services
Honolulu, HI
09.2019 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Financial Advisor
Edward Jones
Kailua, HI
03.2019 - 09.2019
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded customer base through community outreach and strategic business partnerships.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
Registered Platform Associate
American Investments And Insurance
Honolulu, HI
01.2017 - 10.2018
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Directed automation of office procedures such as correspondence management, recordkeeping and online communications.
- Performed wide-ranging administrative, financial and service-related functions.
Education
Bachelor of Arts - Psychology
University of Hawaii At Manoa
Honolulu, HI 08.2014 - 05.2016
Skills
Retirement needs
Investment planning
Education funds
Relationship building and management
Wealth Management
Financial planning
Insurance decisions
Certification
Series 7
Timeline
Certified Retirement Counselor
08-2020
Associate Financial Advisor
Bankoh Investment Services
09.2019 - Current
Financial Advisor
Edward Jones
03.2019 - 09.2019
Series 66
10-2018
Series 7
08-2018
Registered Platform Associate
American Investments And Insurance
01.2017 - 10.2018
Bachelor of Arts - Psychology
University of Hawaii At Manoa
08.2014 - 05.2016