Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
SalesManager
Wilson Exavier

Wilson Exavier

Fort Lauderdale,FL

Summary

Accomplished Job Title with Number-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.

Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.

Dedicated Industry professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals.

Overview

3
3
years of professional experience

Work History

Financial Advisor

Primerica
Fort Lauderdale, FL
03.2021 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Line Cook

Dennei’s By The Sea
Fort Lauderdale, FL
05.2020 - 06.2022
  • Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction and repeat business.
  • Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
  • Created identical dishes numerous times daily with consistent care, attention to detail and quality.
  • Changed and sanitized cutting boards, benches and surfaces between tasks to avoid cross-contamination.

Education

N/A - Financial Planning

South Plantation High School
Plantation, FL
06.2021

Skills

  • High Net Worth Individuals Marketing
  • Investment Planning
  • Financial Document Summaries
  • Account Performance Reviews
  • Client Recruiting and Retention
  • Market Trend Monitoring
  • Managing Wealth
  • Increasing Savings
  • Certified Financial Planner
  • FINRA Rules
  • Financial Goal Planning
  • Mutual Fund
  • Financial Knowledge
  • Retirement Needs
  • Financial Analysis
  • Cash Management Strategies
  • Investment Performance Reporting
  • Equity and Debt
  • Funding Education
  • Making Insurance Decisions
  • Customer Referrals
  • Advising on Investments

Accomplishments

  • Supervised team of Number staff members.

Languages

French
Professional Working
Creole
Native or Bilingual

Timeline

Financial Advisor

Primerica
03.2021 - Current

Line Cook

Dennei’s By The Sea
05.2020 - 06.2022

N/A - Financial Planning

South Plantation High School
Wilson Exavier