Jan Eick
Financial Advisor
Miami
Summary
A data-driven and client-centric financial services professional with a proven track record of exceeding client expectations and driving revenue growth. Possesses 12+ years of experience in wealth management, investment analysis, and portfolio construction. Leverages cutting-edge financial technology tools to deliver personalized investment solutions and cultivate long-lasting client relationships.
Overview
12
12
years of professional experience
3
3
Certifications
Work History
Financial Advisor
Eick Consulting
2 2023 - Current
- As a financial planner, I worked closely with high net worth individuals to develop personalized strategies encompassing investment management, tax planning, estate planning, and wealth protection tailored to their unique financial goals and situations
- Providing comprehensive evaluations of client investment portfolios, I applied technical, fundamental, and sentiment analysis to assess market conditions and identify potential opportunities or areas for adjustment
- Employing a diversified approach to wealth preservation, I utilized hedging strategies alongside investments in value stocks and dividend-paying companies to safeguard client net worth against market volatility
- As part of a conservative investment approach, I generated supplemental income by strategically selling options contracts to collect premiums while managing risk exposure
- Leveraging in-depth analysis of commodity markets and pricing dynamics, I provide strategic recommendations to hedge against inflationary pressures and preserve portfolio value
- As a Momentum Trading Analyst, I specialize in identifying and implementing high-risk, high-return trading opportunities for clients with aggressive profiles, capitalizing on significant movements in the financial markets
- Performed comprehensive fundamental analysis on publicly-traded companies across diverse industries, building detailed financial models to forecast future performance metrics, calculate intrinsic valuations, and identify attractive investment opportunities aligned with targeted return criteria
- Leveraged extensive network of high-net-worth investor relationships to drive successful capital raising efforts and manage client investment portfolios.
Broker/ Associate Financial Services Professional
Charles Schwab
06.2022 - 02.2023
- Educating clients about investments, trading tools, market mechanics, and retirement’s choices
- Placing trades in Stocks, CD’s and Mutual Funds for clients
- Delivered great client service answering inbound phone calls by tackling complex issues to resolve client’s needs
- Helped clients to open new accounts and guided them through the Schwab website - Trading Platform
- Informed clients about Stock Markets News, Economic Data, Earnings and related news that influence the Markets.
Financial Advisor
Eick Consulting
03.2019 - 04.2022
- Created monthly marketing campaigns to acquire new leads using different channels and increase pipeline generation
- Qualified inbound and outbound leads into opportunities using Linkedin and Referrals
- Analyzed a client's financials goals and provided strategic asset allocations recommendations; conducted client follow-ups to ensure all of their investment conditions were being met
- Qualified inbound and outbound leads into opportunities using BANT (Budget, Authority, Need, Timeline)
- Monitored and tracked the performance of the Individual portfolio; managed client assets and liabilities and facilitated progress presentations
- Manage all trades booking and trades booking queries
- Ensure efficient trade flow processing and operational frameworks.
Broker Assistant
Life Planning - Financial Advice
01.2019 - 05.2019
- Performed strategic cold calls and offered investment lines to end-users; established a vast referral network through fostering key relationships with potential clients and ensuring all of their business requirements were achieved
- Provided excellent customer service and mentored clients on financial investment and benefits to generate sales and ensure a high level of customer satisfaction
- Analyzed accounts and provided financial recommendations; managed client portfolios and asset allocations
- Conducted in-depth financial research on current equities and mutual funds to monitor industry trends and forecast upcoming opportunities; discovered new mutual funds investments that generated a high-net return to clients.
Family Service Counselor
Dignity Memorial
11.2015 - 04.2017
- Devised compelling and empathic sales presentations showcasing the different property options and funeral services offered; achieved the set sales target of $28K each month
- Established and cultivated long-term family partnerships and referrals for future sales
- Assisted with the company's innovative marketing campaign; collaborated with a team to devise print and social media marketing strategies to promote business growth and drive sales.
Accounting Assistant
Dad Developers Contractors Inc.
10.2012 - 11.2015
- Reviewed and analyzed the monthly expense statements and ensured financial precision; monitored and cross-checked all financial documents to certify accuracy
- Oversaw all general ledger operations including journal entries and month-end closing entries.
Education
Bachelor of Business Administration in Finance -
Interamerican University of Puerto Rico
San Juan, PRMasters in Computer Science & Financial Technology -
University of Strathclyde Business School
Glasgow, UK09.2018
Skills
- Portfolio & Investment Management
- Financial Analysis
- Sales
- Trading
- Relationship Building
- Networking
- Stock market expertise
- Financial Services
- Wealth Management
- Asset Allocation
- Risk Assessment
- Banking
- Alternative Investments
- Problem-Solving
- Inflation protection strategies
Certification
Series 7
Timeline
Broker/ Associate Financial Services Professional
Charles Schwab
06.2022 - 02.2023
Financial Advisor
Eick Consulting
03.2019 - 04.2022
Broker Assistant
Life Planning - Financial Advice
01.2019 - 05.2019
Family Service Counselor
Dignity Memorial
11.2015 - 04.2017
Accounting Assistant
Dad Developers Contractors Inc.
10.2012 - 11.2015
Financial Advisor
Eick Consulting
2 2023 - Current
Bachelor of Business Administration in Finance -
Interamerican University of Puerto Rico
Masters in Computer Science & Financial Technology -
University of Strathclyde Business School
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