Shane M. Hernandez
Morristown,NJ
Summary
Dedicated financial advisor known for exceptional client relationship building and disciplined approach. Experience in refining financial strategies and enhancing client satisfaction through accountability and proactive solutions. Ready to leverage expertise to support clients in achieving financial security and planning for their future.
Overview
3
3
years of professional experience
4
4
Certifications
Work History
Financial Advisor
Equitable Advisors
Morristown, New Jersey
01.2024 - Current
- Grew assets under management by $10 million through strategic investment planning and effective client relationship-building.
- Partnered with senior advisors to design and execute comprehensive financial plans, improving client portfolio outcomes and satisfaction.
- Hosted and facilitated over 10 "Lunch and Learn" sessions and seminars, successfully broadening client networks and uncovering new opportunities for added value.
- Strengthened client asset protection by refining permanent life policies, increasing death benefits, and lowering premiums.
- Elevated client retention rates by 20% through proactive problem-solving and personalized solutions.
- Enhanced expertise through ongoing professional development, including mentorship, industry research, and psychology resources to refine advisory services and support clients in achieving their financial objectives.
Intern Admin Support
Gusmerenterprises
Mountainside, New Jersey
06.2022 - 08.2022
- Managed and organized a pipeline of over 400 diligence documents, ensuring accuracy and timely delivery to support sales initiatives.
- Collaborated with senior management to ensure efficient project execution through clear communication and proactive coordination.
- Developed streamlined reporting methods using Microsoft Excel to enhance clarity and presentation of complex data.
- Adapted to dynamic timelines and objectives, consistently delivering high-quality results under shifting priorities
Education
Bachelor of Science - Financial Management
Clemson University
Clemson, SC05-2023
Skills
Client Relationship Building
Discipline
Innovative Troubleshooter
Accountable
Empathetic
Excel Proficiency
Team Building/Leadership
Documentation Management
Certification
Life and Health Insurance License
Timeline
Financial Advisor
Equitable Advisors
01.2024 - Current
Intern Admin Support
Gusmerenterprises
06.2022 - 08.2022
Bachelor of Science - Financial Management
Clemson University