Summary
Overview
Work History
Education
Skills
References
Timeline
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Sarah Fahim

Iselin,NJ

Summary

Dedicated and organized financial consultant with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

16
16
years of professional experience

Work History

Financial Consultant

Equitable Advisors
Secaucus, NJ
08.2022 - Current
  • Conduct detailed financial analysis and research to identify potential areas of improvement for clients.
  • Develop and implement strategies to help clients reach their financial goals.
  • Advise clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
  • Provide customized investment solutions tailored to the individual needs of each client.
  • Research and evaluate various investments, such as stocks, bonds, mutual funds, exchange-traded funds, commodities, options, futures contracts.
  • Create comprehensive financial plans that include retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
  • Review existing portfolios to assess performance against established benchmarks and recommended appropriate changes when necessary.

Investment Advisor

PNC Investments
Edison, NJ
10.2017 - 08.2020
  • Provided high quality investment guidance to clients based on their needs, goals and lifestyle.
  • Fostered successful relationships with 125+ clients, providing them with top of the line financial advisement.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
  • Constructed thoughtful financial plans in the core areas of financial planning - retirement, estate planning, insurance, tax, college planning and investments.
  • Monitored client accounts and met with clients periodically to ensure consistency with financial goals.

Financial Specialist

PNC
Edison, NJ
07.2014 - 04.2017
  • Assisted company clients to help achieve their financial goals in banking and investments
  • Implemented financial planning recommendations
  • Recommended products that were suitable to client needs such as mutual funds and life insurance products
  • Created charts and graphs to illustrate daily, monthly and annual financial reports
  • Received superior customer service satisfaction scores consistently
  • Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Retirement Investment Associate

Newport Capital Group
Red Bank, NJ
03.2014 - 06.2014
  • Delivered informational sales presentations to potential investors to build symbiotic client relationships
  • Communicated regularly with management regarding portfolio performance
  • Prepared internal quarterly and annual portfolio monitoring reports
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic

Investment Associate

T. Rowe Price
Paramus, NJ
03.2011 - 06.2013
  • Participated in development and delivery of proposals to prospective new client relationships.
  • Established and maintained quality strategic client relationships to deliver responsive client service and enhance new business opportunities.
  • Contributed to investment presentations delivered to retail clients.
  • Utilized financial analysis to prepare plans of action for investment.
  • Built and strengthened client relationships to form long-lasting, profitable bonds.

Senior Client Investment Specialist

Bank of New York Mellon
Uniondale, NY
05.2008 - 03.2011
  • Consistently ranked as exceeding department standards in assisting mutual fund investors with their investments
  • Facilitate trade requests on mutual fund accounts, adhering to all compliance and regulatory requirements
  • Inform and educate clients of specific regulations and responsibilities of retirement and non-retirement accounts; along with providing detailed fund information, including analysis of performance, prices, market conditions and industry
  • Department leader in referring clients to advisory services to invest new or additional assets
  • Operations specialist: review and maintain client books and records for compliance adherence
  • Support financial center investment advisors
  • Process service requests, distribution of sales material and facilitate financial trades.

Education

Certificate of Financial Planning -

New York University
New York, NY
05.2014

Bachelor of Science - Economics

City University of New York - Queens College
New York, NY
05.2008

Skills

  • FINRA Series 7 License
  • NASAA Series 66 License
  • Portfolio Management
  • Market Analysis
  • Relationship Building
  • Market Growth & Expansion

References

References Available upon request.

Timeline

Financial Consultant

Equitable Advisors
08.2022 - Current

Investment Advisor

PNC Investments
10.2017 - 08.2020

Financial Specialist

PNC
07.2014 - 04.2017

Retirement Investment Associate

Newport Capital Group
03.2014 - 06.2014

Investment Associate

T. Rowe Price
03.2011 - 06.2013

Senior Client Investment Specialist

Bank of New York Mellon
05.2008 - 03.2011

Certificate of Financial Planning -

New York University

Bachelor of Science - Economics

City University of New York - Queens College

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Sarah Fahim