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Financial Advisor

Creative, motivated, and dedicated professional with proven abilities to make a positive impact on business results through my demonstrated commitment, adaptability, resourcefulness and team work.

For the past few months, I have been working as a financial advisor with Edward Jones Investments. While I gained valuable experience at Edward Jones, I am seeking a position that fits my skill set and professional goals. As a result, I have begun the process of exploring interesting and challenging career opportunities in the Southern California area.

Managed 300+ multi-account households. Serviced existing households, onboarded new clients, and presented investment ideas and strategies to new and existing clients. 

•	Implemented a door-to-door business development campaign to increase comprehensive brand services provided by Edward Jones. 
•	Initiated new accounts for retirement savings, college savings, life insurance needs, and other investments.


•	After being promoted from my initial internship position at Luxe, I had the pleasure of taking the position of Key Sales Account Manager and Operations Manager for Luxe Wines & Spirits, a wine and spirits importer and domestic wine broker consisting of 30 - 40 brands across 16 different states. 
•	I had the opportunity to have hands-on management of company’s financials including initiating and maintenance of the accounting system including: general ledger, accounts payable, accounts receivable, bank/credit card reconciliation, tax preparation, and management of perpetual inventory systems.
•	Managed the registration and licensing of all wine and spirits labels with federal and state regulatory agency required for the importation, distribution, and sale of alcoholic beverages in the U.S.
•	Planned and executed  industry tasting events including nationally recognized trade events and producer visits to markets throughout the country. 
•	Developed distributor sales relationships that y

Business Development Manager

•	Volunteered to organize and lead student-led public awareness events, including staffing, membership and product sales, cash management, equipment logistics, etc. 
•	Organized beach clean-ups with local schools to educate the public of the Surfrider Foundation and its goals to increase support behind their public awareness campaigns.



Internship

•	After three months as a Management Intern, I achieved the "MVP" award for sales and in-branch leadership.
•	Gained significant experience with customer relations and introduced to concepts that optimize the resources of the organization to exceed the strategic and financial goals of the organization. 


Management Internship

Find out detailed information about Jordan Eden, Financial Advisor in Huntington Beach, CA

Jordan Eden: Financial Advisor in Huntington Beach, CA

Jordan Eden

Wells Fargo Advisors

Edward Jones Investments

Luxe Wines and Spirits

Surfrider Foundation

Enterprise Rent A Car

University of California, San Diego