Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Zachary Costagliola

West Chester,PA

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

8
8
years of professional experience
1
1
Certification

Work History

High Net Worth Financial Advisor

Vanguard
09.2021 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Effectively managed existing book of 230+ household client relationships.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Engaged in department initiatives to enhance value-added topics focusing on client retention strategies.
  • 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.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.

Financial Advisor

Vanguard
11.2018 - 09.2021
  • Demonstrated effective time management & organizational skills by onboarding new clients & managing existing relationships.
  • Facilitated new client onboarding process and investment account setup.
  • Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
  • Mentor for incoming advisors to get acclimated in the role.


Select Services Investment Professional

Vanguard
09.2017 - 11.2018
  • Utilized effective service to sales model to triage client requests into setting up appointments with advisors.
  • Liaison between clients and advisors to ensure seamless transition into managed relationships.
  • Maintained objection resolution model to create suitable solutions based off of client needs.
  • Collaborated with advisors & other departments to adapt to company evolutions
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.

Client Relationship Specialist

Vanguard
07.2016 - 09.2016
  • Assisted prospective & existing clients with account related requests.
  • Integrated enhanced investments guidance to provide suitable investment solutions.
  • Referenced company guidance to help clients meet investment objectives based off of understanding of company's products & services.
  • Utilized CRM software effectively to track interactions with clients accurately for better follow-up actions.
  • Provided expert guidance for clients navigating challenging business situations, fostering trust and loyalty.

Education

Bachelor of Science - Business Administration

High Point University
High Point, NC
05.2016

Skills

  • Certified Financial Planner (CFP(R))
  • Series 7, 63, 65
  • Sales expertise
  • Relationship building and management
  • Retirement planning

Certification

Certified Financial Planner (CFP(R))

Series 7, 63, 65 Regulatory Licenses

Timeline

High Net Worth Financial Advisor

Vanguard
09.2021 - Current

Financial Advisor

Vanguard
11.2018 - 09.2021

Select Services Investment Professional

Vanguard
09.2017 - 11.2018

Client Relationship Specialist

Vanguard
07.2016 - 09.2016

Bachelor of Science - Business Administration

High Point University

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Zachary Costagliola