Jordi Tawil
@jorditawil
Licensed Financial Advisor dedicated to client financial security and growth.
What I'm looking for
As a licensed Financial Advisor with FINRA Series 6 and 63 certifications, I have a proven track record of acquiring and managing assets for clients. My experience at Equitable has allowed me to build a robust book of business, acquiring over 125 new clients and managing more than $1.8 million in assets within just two years. I am passionate about developing holistic financial strategies that encompass retirement planning, investment management, and risk mitigation tailored to individual client needs.
My strong interpersonal and presentation skills have been instrumental in cultivating client relationships built on trust. I take pride in mentoring new advisors, sharing my knowledge and experience to help them succeed in their careers. I am committed to guiding individuals toward financial security through personalized planning and long-term relationship building, ensuring that their financial goals are met with diligence and care.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Equitable
Feb 2023 - Present (2 years 5 months)
Acquired over 125 new clients and managed over $1.8M in assets by coordinating phone calls, in-person meetings, and events. Developed and cultivated client relationships to build trust and create ancillary business opportunities.
Financial Representative: Part-time College Agent
Northwestern Mutual
Jan 2022 - May 2022 (4 months)
Networked with potential clients and set meetings to understand their financial goals. Assisted Senior Advisors in preparing financial plans and offering useful recommendations to clients.
Laborer
Bonitz of Georgia
Jun 2019 - Jan 2021 (1 year 7 months)
Assisted with the installation and removal of various roofing systems, including shingles, TPO, EPDM, and roof decking materials. Prepared roof surfaces by cleaning, sweeping, and removing old materials to ensure proper installation of new roofing systems in accordance with safety regulations.
Education
Degrees, certifications, and relevant coursework
Georgia Southern University
Bachelor of Business Administration, Finance
Studied finance principles, financial markets, and investment strategies. Gained knowledge in financial planning and risk management.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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