Alfredo Rendon
Junior Financial Consultant @Texas Financial Advisors
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WORK HISTORY
Junior Financial Consultant @Texas Financial Advisors
Dallas, TX, US
Client Support & Relationship ManagementAssist senior consultants in preparing and delivering financial plans for clients.Help maintain ongoing client relationships through regular check-ins and service support.Respond to basic client inquiries regarding account information, portfolio performance, or service requests.Financial Planning AssistanceCollect, organize, and analyze client financial data (e.g, income, expenses, investments, assets, liabilities).Support the development of customized financial strategies, including retirement, insurance, education, and investment planning.Prepare financial projections and reports using internal software and tools.Investment Research & Portfolio SupportConduct research on investment products, market trends, and economic developments.Assist in reviewing and monitoring client portfolios to ensure alignment with financial goals and risk tolerance.Support the preparation of investment recommendations and performance summaries.Administrative & Operational TasksMaintain accurate and up-to-date client records and documentation in CRM systems.Assist with the onboarding of new clients, including documentation and compliance requirements.Coordinate with internal departments (e.g, compliance, operations, marketing) to support client needs and firm activities.
EDUCATION
Texas A&M University
Bachelor's degree
ABOUT ALFREDO RENDON
Helping Clients Maximize Workplace Benefits, Reduce Tax Liabilities, and Increase Cash Flow
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