Julian Munoz

I am a client-focused financial services professional with 3+ years of experience across banking, wealth management, and financial services. I currently work as a Financial Advisor at TD Bank, where I partner with senior advisors to support client relationships, advisory workflows, and wealth management activities. I use Salesforce CRM and Pershing regularly to manage client information, document interactions, and support day-to-day client service and operational processes.

Previously, I worked as a Registered Representative at Wells Fargo, where I served as a primary relationship contact for approximately 400 affluent households. I conducted financial discovery, identified client needs and opportunities, supported recurring client reviews, and maintained high-volume proactive outreach of 250+ calls per week. I also helped generate approximately $16 million in new investment assets while collaborating with banking, lending, and wealth management teams to address complex client needs.

I am particularly interested in client relations, customer success, account management, client operations, and fintech roles with international or globally distributed companies. I enjoy building strong client relationships, solving problems, learning new technology, and finding ways to improve workflows. I am also interested in AI productivity tools and prompt engineering and actively look for ways to incorporate technology into my work.

I am especially interested in remote opportunities that allow me to work with international teams and clients across different markets. I bring a combination of financial services knowledge, relationship management experience, strong communication skills, and adaptability, along with FINRA Series 7, 63, and 65 licenses and bilingual English/Spanish communication skills.