Vince Jones
3525 Emerald Street #6, Torrance,CA
Summary
Dedicated financial advisor with a track record of developing customized strategies that drive client success in achieving long-term financial goals. Skilled in delivering virtual financial guidance that improves client satisfaction and financial literacy. Committed to building trust through consistent communication and personalized support.
Overview
19
19
years of professional experience
Work History
Virtual Financial Advisor
Thrivent Financial
Torrance, CA
10.2024 - Current
- Developed personalized retirement and investment strategies, helping clients achieve long-term financial objectives.
- Provided virtual financial guidance tailored to client goals and risk tolerance, enhancing client satisfaction.
- Educate clients on financial security and long-term planning.
- Maintained strong client relationships through regular digital communication, fostering trust and engagement.
- Series 7 & 66; Licensed Life & Health (All 50 states).
- Worked remotely to provide financial guidance
Admissions Professional
UEI College
Gardena, CA
06.2024 - 08.2024
- Conducted qualification interviews and managed high-volume outreach to prospective students through 100+ calls/day.
- Guided prospective students in selecting programs and navigating admissions process to ensure informed decisions.
- Supported onboarding process from acceptance to first day, ensuring a smooth transition for new students.
Financial Advisor
Strategic Fortune Wealth Management
West Covina, CA
10.2022 - 06.2024
- Guided clients in retirement planning and financial security strategies, enhancing their long-term financial preparedness.
- Assessed client financial needs through consultative discussions, leading to tailored financial solutions.
Financial Representative
Northwestern Mutual
Manhattan Beach, CA
04.2022 - 09.2022
- Crafted personalized financial strategies aligning with client objectives.
- Passed SIE.
Independent Contractor
DoorDash, Uber Eats, Grubhub
Torrance, USA
06.2015 - 08.2024
- Executed high-volume courier services, ensuring timely deliveries and client satisfaction.
- Acted as brand ambassador for major companies, fostering positive client relationships and enhancing brand visibility.
Sales Specialist
Publicis Touchpoint Solutions / AstraZeneca
Torrance, CA
06.2012 - 06.2015
- Achieved bonus for leading successful XigduoXR launch (4Q 2014).
- Promoted pharmaceutical products and executed targeted territory sales strategies to increase market share.
Sales Specialist
TEVA Women’s Health
Los Angeles, CA
12.2007 - 09.2011
- Achieved ranking of #37 out of 215 nationwide, increasing territory sales by 25%.
- Facilitated product adoption among OB/GYN specialists, enhancing patient care.
Education
Bachelor of Science -
Western Michigan University
Skills
- MoneyGuide Pro
- Sharefile
- Wealthscape
- Morningstar
- Salesforce
- Microsoft Office
- Financial Advising
- Retirement Planning
- Investment Strategies
- Financial Product Sales
- Client Relationship Management
- Client Financial Education
Timeline
Virtual Financial Advisor
Thrivent Financial
10.2024 - Current
Admissions Professional
UEI College
06.2024 - 08.2024
Financial Advisor
Strategic Fortune Wealth Management
10.2022 - 06.2024
Financial Representative
Northwestern Mutual
04.2022 - 09.2022
Independent Contractor
DoorDash, Uber Eats, Grubhub
06.2015 - 08.2024
Sales Specialist
Publicis Touchpoint Solutions / AstraZeneca
06.2012 - 06.2015
Sales Specialist
TEVA Women’s Health
12.2007 - 09.2011
Bachelor of Science -
Western Michigan University