Summary
Overview
Work History
Education
Skills
Certification
Timeline
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JUSTIN BAIERL

JUSTIN BAIERL

Pittsburgh,PA

Summary

Accomplished Financial Advisor with a proven track record at Axias Wealth Advisors, excelling in wealth management and relationship building. Demonstrated success in developing financial plans, enhancing client portfolios, and fostering trust. Skilled in investment advice and client education, significantly contributing to client financial goals and company growth. Educates clients of all levels on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Advisor

Kades Margolis
12.2024 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Advised clients on investments, retirement and estate planning.
  • Helped clients make informed decisions about financial future.
  • Recommended specific investments to help clients meet financial goals.
  • Enrolled individuals in 403(b) retirement plans to help them achieve long-term financial goals.

Financial Advisor

Axias Wealth Advisors
04.2019 - 10.2024
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients’ individual needs.
  • Developed comprehensive financial plans and strategic investment advice for clients to achieve short-term and long-term goals.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Managed 120 households with approximately $20 million in assets under management.
  • Paraplanner for over 700 households with $120 million in assets under management.

Financial Analyst Intern

Waldron Private Wealth
04.2018 - 09.2018
  • Supported senior analysts in conducting due diligence on potential investments, resulting in well-informed decisions.
  • Utilized advanced analytics tools to interpret complex datasets, identifying patterns and trends that informed strategic decisions.
  • Updated management on project progress using structured written reports.
  • Implemented strategic asset allocation models and tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Enhanced client retention by delivering timely market insights and adjusting investment strategies accordingly.
  • Studied financial documents to identify areas of need and improvement.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.

Financial Representative Intern

Northwestern Mutual
04.2017 - 03.2018
  • Reconciled statements and accounts and resolved variances.
  • Stayed up-to-date on market trends and economic developments to provide informed recommendations to clients.
  • Generated leads through strategic marketing efforts such as email campaigns and social media outreach.
  • Developed strong interpersonal skills through regular interactions with diverse clientele across different industries.

Education

Bachelor of Arts - Economics, Finance

Washington & Jefferson College
Washington, PA
05.2020

Skills

  • Investment advice
  • Financial Planning
  • Estate Planning
  • Insurance Planning
  • Asset Allocation
  • Wealth Management
  • Retirement planning
  • Sales expertise
  • Relationship building and management

Certification

  • CERTIFIED FINANCIAL PLANNER
  • SIE - Securities Industry Essential Examination
  • Series 7TO - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident & Health Insurance License
  • Public Notary, Commission # 1435737

Timeline

Financial Advisor

Kades Margolis
12.2024 - Current

Financial Advisor

Axias Wealth Advisors
04.2019 - 10.2024

Financial Analyst Intern

Waldron Private Wealth
04.2018 - 09.2018

Financial Representative Intern

Northwestern Mutual
04.2017 - 03.2018

Bachelor of Arts - Economics, Finance

Washington & Jefferson College

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JUSTIN BAIERL