Sergii Olkhovskyi
Sunny Isles Beach,FL
Summary
Graduating with a Bachelor's degree in Business Administration and possessing experience in the financial industry, where I specialized in leveraging technology to derive meaningful insights. I have realized my passion for applying statistical methods, technology, and financial expertise to solve complex problems. Eager to develop expertise in data analytics and advance my career in this field.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Planning Analyst
Scholar Financial Group
Aventura, FL
10.2024 - Current
- Analyze client financial data, including income, expenses, investments, and liabilities, to develop comprehensive financial plans.
- Conduct in-depth research on funds, investment strategies, and financial instruments to identify the most suitable options for each client’s needs and objectives.
- Drive collaboration across internal departments to ensure a seamless and holistic approach to financial planning and client service.
- Proactively identify opportunities to introduce new products, services, or strategies that align with evolving client goals and market conditions.
Sales Execution Team
Northwestern Mutual
Fort Lauderdale, FL
01.2024 - 08.2024
- Manage the entire underwriting process, including pre-filling and pre-checking applications for completeness and accuracy, submitting applications, scheduling requirements and medical exams, and monitoring the Daily Status Report (DSR) to take action on cases needing attention.
- Conduct weekly one-on-one meetings with Financial Representatives to provide guidance and support, and participate in Development Team meetings to disseminate and gather information for continuous improvement of the representatives and the office.
- Compile and prepare comprehensive meeting kits, including all materials needed for approach, close, delivery, and client review, ensuring Financial Representatives are equipped for successful client interactions.
Northwestern Mutual Investment Services
Northwestern Mutual
Fort Lauderdale, FL
01.2024 - 08.2024
- Process and collaborate on opening and funding investment accounts, managing client communications, and maintaining compliant electronic client files and logs.
- Set up ACH and periodic buy order instructions, and process financial transactions including checks, journal entries, and outgoing fed fund wire requests.
- Handle mutual fund trading, process ACAT and mutual fund transfer requests, and manage account changes. Manage investment service requests such as fund disbursements, account transfers, and trade correction requests.
- Oversee 529 plan allocations, ensuring accurate processing and alignment with clients' educational savings goals.
Financial Representative Intern
Northwestern Mutual
Aventura, FL
8 2022 - 12.2023
- Provide expert guidance and innovative solutions for the financial planning needs of individuals and businesses.
- Utilize a comprehensive planning approach, integrating both insurance and investments to develop robust financial strategies.
- Stay current with financial industry trends, regulations, and products to offer the most relevant and up-to-date advice.
- Build and maintain client bases, keep current client financial plans updated, and continuously develop a portfolio of new clients.
Education
BBA - International Business
Florida International University
08.2023
Skills
- NetX 360: Proficient in utilizing NetX360 for comprehensive wealth management, including client relationship management, transaction processing, financial analysis, and accessing
market data
~
- CRM Systems: Proficient in Microsoft Dynamics CRM for client relationship management and data integration
~
- PX Planning: Proficient in PX financial-planning software, facilitating insurance, retirement planning, investment services, estate planning, and long-term care solutions, among other products and services
- Microsoft 365: Proficient in Microsoft 365, including Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive
~
- Emotional Intelligence: I excel in teamwork through my string sense of emotional intelligence, consistently fostering collaborative and supportive interactions that enhance team performance
~
- Attention to detail: I am known for my exceptional attention to detail, ensuring the accuracy and reliability of financial documents, transactions, and modeling plans, while upholding the highest standards of the company
Certification
- 2-15 License (Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities)
- SIE
- Series 7
- Series 66
Languages
English
Full Professional
Russian
Native/ Bilingual
Ukrainian
Native/ Bilingual
Spanish
Limited
Timeline
Financial Planning Analyst
Scholar Financial Group
10.2024 - Current
Sales Execution Team
Northwestern Mutual
01.2024 - 08.2024
Northwestern Mutual Investment Services
Northwestern Mutual
01.2024 - 08.2024
Financial Representative Intern
Northwestern Mutual
8 2022 - 12.2023
BBA - International Business
Florida International University
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