Joaquin Jack Gonzalez

About Joaquin Jack Gonzalez

As a Wealth Financial Advisor, my goal is to understand the clients’ individual needs and to assist in finding the best possible solutions to achieve those needs and their financial dreams. It starts with delivering personalized service, listening, and understanding what’s most important to the client. After gathering that information, I work to tailor a plan that meets their financial freedom. Previously, I was an accomplished Private Client Banker for J.P. Morgan Chase Bank – working with high net worth individuals and families on Key Biscayne and Brickell. During that time, I was recognized as a six-time National Achiever for the bank in the Chase Private Client program. At Citigold, I was a top Citigold Wealth Relationship Manager in the Florida region. My passion is helping my clients achieve their personal financial goals and I have the skills, knowledge, and expertise to make a difference in my clients’ financial lives. I enjoy working with my clients and building a strong and trusted relationship with them. Born in Spain, I immigrated to the United States and moved to Florida at a young age. Later, I graduated from Florida International University with a Bachelor’s Degree in Finance. I have completed advanced financial planning coursework. I live in Miami Lakes, Florida with my beautiful wife and sons. I hold Series 7, S6, S63, S66, 2-40 (Health), and Life and Variable Annuities licenses (2-14). I also speak Spanish.

Experience

1. Sr Wealth Advisor

   Citigroup

   Apr 2024 — Present · US

   The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.Job Responsibilities:· Build relationships with new clients with the goal of bringing in new bank and brokerage assets · Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills · Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments · Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research · Master referral opportunities to grow portfolio · Acquire new clients through converting referral leads

Education

• Florida International University - College of Business

  Bachelor's Degree, Finance

  2007 — 2009