# Julian Munoz

Julian Munoz is a remote worker on Himalayas, Financial Advisor at TD Bank, based in United States.

Source: https://himalayas.app/@jdm374

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Financial services professional with 3+ years in banking, wealth management, and client relationship management.
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| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | United States |
| Authorized to work in | United States, Colombia |
| Salary expectations | 50k-100k USD |
| Job categories | Client Relationship Manager, Customer Success Manager, Account Manager, Client Services Associate, Customer Success Specialist, Operations Associate, Business Development Representative, Management |
| Skills | Financial Advisory, Wealth Management, Financial Services, Investment, Client Discovery, Account Management, Customer Relationship Management, Customer Retention, Proactive Outreach, Issue Resolution, Regulatory Compliance, Account Servicing, Account Documentation, Financial Transactions, Salesforce |

## What I'm looking for

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I’m seeking a client relations or customer success role with a global company that offers true work-from-anywhere flexibility. I’m looking to leverage my financial services, relationship management, and client service experience while working with an international team and supporting clients across different markets.
```

## About

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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.
```

## Experience

### Financial Advisor (current)

[TD Bank](https://himalayas.app/companies/td). Aug 2026 - Present

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Partner with Senior Financial Advisors while completing training in advisory, operational, and wealth management workflows. Utilize Salesforce CRM to maintain client information, document interactions, manage follow-ups, and support accurate client records.
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Skills: Salesforce, Customer-Relationship-Management, Wealth-Management, Financial-Advisory, Documentation

### Registered Representative

[Wells Fargo](https://himalayas.app/companies/wells-fargo). Jul 2024 - Aug 2026

```text
Served as the primary relationship contact for approximately 400 affluent households, managing ongoing client needs, follow-ups, and account activity. Conducted discovery conversations to understand client goals and financial needs, and helped generate approximately $16 million in new investment assets.
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Skills: Customer-Relationship-Management, Discovery-Conversations, Proactive-Outreach, Investment-Management, Cross-Functional-Collaboration, Salesforce, Documentation

### Registered Representative

[Equitable Advisors](https://himalayas.app/companies/equitable). Sep 2023 - Jun 2024

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Supported Financial Advisors with client meetings, prospecting, appointment setting, and relationship-development activities while developing knowledge of financial products and client needs analysis.
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Skills: Client-Meetings, Prospecting, Appointment-Setting, Relationship-Development, Financial-Products, Client-Needs-Analysis

## Education

### Rutgers, The State University of New Jersey

Bachelor of Arts, Economics

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Bachelor of Arts in Economics with a minor in Entrepreneurship.
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## Tech stack

- Salesforce
- Microsoft Excel

To contact Julian, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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