Open to opportunities

Juan Hincapie

@juanhincapie

Message

I build trusted client relationships and deliver compliant banking, brokerage, and debt-relief solutions.

United States

Message

What I'm looking for

I'm looking to continue building long-term client relationships in financial services, using my banking, brokerage, investment, and compliance experience to help clients understand options and achieve financial goals.

I've supported clients across debt relief, brokerage, and banking, most recently at Frontline Debt Relief, where I guide individuals through debt consolidation, settlement, and personalized financial plans.

At Amerant Investments and Morgan Stanley, I onboarded brokerage and advisory accounts, assessed suitability and risk, processed transactions, and partnered with Financial Advisors on financial plans, client reports, estate needs, and investment servicing. I bring FINRA SIE, Series 6, Series 7, Series 63, and Series 65 licenses to client-focused, compliance-driven work.

At Wells Fargo, I uncovered financial needs, connected clients with investments, mortgage, private banking, merchant services, and payroll solutions, and trained team members while exceeding performance goals.

Experience

Work history, roles, and key accomplishments

Current

Debt Relief Specialist

Current

Frontline Debt Relief

Oct 2025 - Present (10 months)

Provided direct customer support and consultation to individuals seeking debt relief solutions, helping them understand debt consolidation, settlement, and personalized financial plans. Conducted high-volume inbound and outbound calls to assess clients' financial situations and guide them toward suitable relief programs.

Debt Relief Customer Support Active Listening