Financial Services Representative
Northwestern Mutual Financial
18575 Jamboree Rd, Irvine, CA 92612
04.2020 - 05.2022
- Collaborated with senior advisors to develop tailored investment strategies, enhancing client experience and outcomes.
- Personally developed and maintained several client relationships regarding risk management.
- Paired my own clients with senior advisors in order to meet their investment needs creating a comprehensive financial plan.
- Top 100 intern in quarters 3 and 4 of 2021.
- Supported clients through major life events by adjusting their financial plans accordingly, ensuring long-term stability and success.