美国外籍人才_外教人才wj25395494-美国国籍-本科学历-外籍人才库-聘外易

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wj25395494

快速招聘外教人才、外籍人才、外国专家人才
外籍人才简介 wj25395494 中介费：参考月薪国籍：美国学历：本科性别：男出生：1982年期望工作地点：全国均可语言：英语工作性质：全职工作经验：>5(年) 所在地：上海期望税后薪资：>11000(Yuan/M) 来华工作政策提示流程：（1）咨询客服 / （2）预约人才面试 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) 美国外教本科现在上海十年旅游签证可以尽快到岗