Steven Barajas
Brick
Summary
Highly motivated Financial Advisor that educates clients on investment strategies, retirement planning and financial planning. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
01.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Associate Banker
JPMorgan Chase
03.2022 - 12.2023
- Responsible for account openings and providing proper disclosures for clients
- Providing informative banking advice for clients regarding Private Client accounts, Certificates of Deposit, investment referrals to our Private Client Wealth Advisors, meeting monthly expectation goals, upholding effective audit and control procedures, and cash management.
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
Team Leader
Target
10.2017 - 06.2021
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Education
Master of Science - Finance
Purdue University
West Lafayette, IN06.2024
Bachelor of Science - Business Administration And Management
Kean University
Toms River, NJ12.2021
Skills
- Investment Analysis
- Microsoft Office
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Financial Services
- Asset Allocation
- Risk Assessment
Certification
- Series 7TO
- Series 66
- NJ Life & Health
Timeline
Financial Advisor
Equitable Advisors
01.2024 - Current
Associate Banker
JPMorgan Chase
03.2022 - 12.2023
Team Leader
Target
10.2017 - 06.2021
Master of Science - Finance
Purdue University
Bachelor of Science - Business Administration And Management
Kean University
Similar Profiles
Keanen EllisonKeanen Ellison
Financial Professional at Equitable AdvisorsFinancial Professional at Equitable Advisors
Samuel LevineSamuel Levine
Financial Advisor at Equitable AdvisorsFinancial Advisor at Equitable Advisors
RYAN GAUMONDRYAN GAUMOND
Registered Sales Assistant at Equitable AdvisorsRegistered Sales Assistant at Equitable Advisors
Mauro ParraMauro Parra
Financial Advisor at Equitable AdvisorsFinancial Advisor at Equitable Advisors
Ryan McEvillyRyan McEvilly
Commercial HVAC/R Technician at Total Comfort GroupCommercial HVAC/R Technician at Total Comfort Group