Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Joseph Edmonds

San Diego

Summary

Licensed financial services professional with experience supporting advisors and high-net-worth clients through business development, client relationship management, and operational coordination. FINRA-registered (SIE, Series 6, Series 63) with a strong foundation in investment and planning concepts. Skilled in managing client communications, preparing planning deliverables, and maintaining organized workflows through CRM systems. Recognized for attention to detail, responsiveness, and the ability to juggle multiple priorities while collaborating across teams. Eager to contribute to a high-performing wealth management firm and grow within a client-facing advisory track.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Transition Consultant

Raymond James
San Diego
06.2025 - Current
  • Responsible for supporting the smooth transition of new financial advisors into Raymond James' Private Client Group (PCG), providing both administrative and onsite branch support.
  • Research and resolve issues during the onboarding of new financial advisors and their teams.
  • Provide onsite support to branches, assist in gathering missing or incomplete paperwork, and ensure all forms are accurate and complete.
  • Process necessary documents to open new branches and transfer client accounts.
  • Educate financial advisors and their staff on company policies, systems, and operational procedures.
  • Serve as the main point of contact between transitioning advisors and home office departments, ensuring timely follow-up and task completion.
  • Participate in special projects and provide training on various departmental functions to support broader team efforts.

Financial Advisor

Northwestern Mutual
San Diego
09.2024 - Current
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Assisted clients with budgeting and cash flow management.
  • Helped clients make informed decisions about financial future.

Account Executive

Insight Enterprises
Remote
11.2021 - 04.2024
  • Boost sales by building and managing book of business as well as entire sales cycle from initial contact to successful closure.
  • Enhance client satisfaction and retention by acting as trusted advisor to clients, offering personalized guidance, and tailoring IT solutions to address their current and future needs.
  • Accelerate customer base by developing and maintaining client relationships within designated territory.
  • Assist teammate in efficiently serving a previous client by leveraging past experience, providing partner contacts, and contributing to discovery meeting.
  • Maximized business profitability by surpassing quota throughout entirety of professional career.
  • Consistently exceeded quota by up to 800% through management of high-profile account with higher credit line.
  • Secured first bid status for IT reseller selection via prompt communication, proactive deal registration, and strong relationship-building with executives.
  • Exceeded quota to 105% by doubling down on KPIs, conducting discovery meetings with regular clients, prospecting new accounts, and closing ongoing deals.
  • Obtained over $150K project and established continuous source of business and revenue by providing thorough IT environment build-out for client's new office in collaboration with sales engineers and partners.

Education

Bachelor's degree - Business Administration

California Polytechnic State University
San Luis Obispo, CA
06.2021

Skills

  • Business development
  • Profit and revenue optimization
  • Microsoft Office
  • Communication and negotiation
  • B2B sales
  • Account management
  • Communication skills
  • Pipeline generation
  • Financial services
  • Microsoft Suite
  • Team collaboration and leadership
  • Prospecting
  • Sales growth and analysis
  • Key account management
  • Salesforce
  • Customer satisfaction and retention

Certification

  • Securities Industry Essentials, Present
  • Series 63, Present
  • Series 6, Present

Timeline

Transition Consultant

Raymond James
06.2025 - Current

Financial Advisor

Northwestern Mutual
09.2024 - Current

Account Executive

Insight Enterprises
11.2021 - 04.2024

Bachelor's degree - Business Administration

California Polytechnic State University

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Joseph Edmonds