Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Seth Carden

Charlotte

Summary

Passionate about developing long-term relationships with clients, establishing healthy communication patterns, and building trust. Skilled in client acquisition and presenting financial planning strategies for wealth building and risk management.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Advisor

Equitable Advisors
Charlotte
04.2023 - Current
  • Established trusted relationships with known and unknown contacts to build a book of 20+ clients.
  • Developed a system to onboard clients, aimed at developing healthy and effective communication.
  • Researched and recommended investment opportunities and products that align with clients' financial objectives.

Client Service Intern

Narwhal Capital Management
Marietta
05.2022 - 07.2022
  • Assisted in enrolling and servicing plan participants in group retirement plans consisting of 200+ employees.
  • Planned and executed two engaging events for top-level clients of the firm.
  • Collaborated with portfolio managers to understand the underlying investments in client portfolios

Education

Bachelor of Arts - Economics

Davidson College
Davidson, NC
05-2023

Skills

  • Networking
  • Lead generation
  • Client onboarding
  • Client relationship management
  • Wealth management
  • Portfolio analysis

Certification

  • Licensed Life, Health, and LTC Agent (NC, SC, GA, TN, MD, WA, TX, NJ)
  • FINRA Series 66, Series 7

Timeline

Financial Advisor

Equitable Advisors
04.2023 - Current

Client Service Intern

Narwhal Capital Management
05.2022 - 07.2022

Bachelor of Arts - Economics

Davidson College

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Seth Carden