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wj25395494

快速招聘外教人才、外籍人才、外國專家人才
外籍人才簡介 wj25395494 中介費：參考月薪國籍：美國學歷：本科性別：男出生：1982年期望工作地點：全國均可語言：英語工作性質(zhì)：全職工作經(jīng)驗：>5(年) 所在地：上海期望稅后薪資：>11000(Yuan/M) 來華工作政策提示流程：（1）咨詢客服 / （2）預約人才面試 The Vanguard Group Financial Advisor – Personal Advisor Services 2014-2016 ? Work with over 130 clients to create, implement, and manage an investment strategy designed to build financial wealth. ? Assist clients with explaining complex investment philosophies that helped them create a long-term financial strategy. ? Continue to work with clients during periods of high volatility and semi-annual reviews to build client relationships and to see if any life events could change the financial plan. ? Rebalance the portfolio as needed, due to changes in the market, needed distributions, and desired asset allocation. ? Train new financial advisors through a classroom setting and one-on-one coaching. Investment Associate/Administrator - Asset Management Services 2010-2014 ? Worked directly with clients and Financial Advisors to verify and execute transactions that meet client expectations, such as maintaining the agreed-upon asset allocation and sending money to the appropriate account. ? Facilitated in-depth conversations with clients on current market conditions. Addressed concerns regarding stock and bond volatility by explaining Vanguard’s strategy on asset allocation, diversification, as well as long-term methodology of staying the course. ? Assisted with incoming calls and emails from clients that call into the Asset Management Services queue. I rank among the highest in my role in calls taken and accuracy level. Complex Retirement Specialist - Complex Retirement/Small Business Services 2007-2010 ? Utilized knowledge of complex IRA situations to effectively support shareholders and sustain a high-level of customer service. ? Calculated required minimum distributions (RMDs) based on the shareholder’s year-end account balance and mathematical actuary tables. ? Employed problem solving skills to assist clients in completing recharacterizations and excess contributions by helping them fill out paperwork and working with Processing for completion. Retail Specialist - Core/Voyager/Voyager Select 2006-2007 ? Assisted and educated clients on monetary transactions, transaction history, mutual funds, cost basis, taxation, website navigation, Vanguard tax forms, and Vanguard paperwork. ? Analyzed and communicated call stats for the team. Education CERTIFIED FINANCIAL PLANNER? Series 6, 7, and 63 FINRA Licenses Bachelor of Arts in Mathematics-University of North Carolina at Charlotte CFP? courses taken at University of Georgia (online) 美國外教本科現(xiàn)在上海十年旅游簽證可以盡快到崗