Sebastian Castaño

Candidate Information

Email: sebastian.cast@outlook.com

Phone: 678-508-8218

Salary Expectation: 140k

Skills: Sales and Communication, Investment Planning, Investment Strategy, Relationship Management, Portfolio Construction, Asset Allocation, Business Writing, Client Discovery, Portfolio Management, Risk Analysis, Business Development, Spanish (Fluent), Microsoft Office, Aladdin, Salesforce

Current Location: Atlanta, GA

Willing to Relocate?: NA

Relevant Experience: Sebastian Castaño is an experienced financial advisor with over five years of hands-on involvement in wealth management, client service, and investment planning. At Morgan Stanley, he managed portfolios for 70+ clients per quarter, created tailored financial plans, and conducted detailed maintenance tasks such as updating beneficiary information, tracking cost basis, and managing client account updates — all essential tasks for a Client Service Associate role. In his earlier role at Primerica, Sebastian educated clients on financial products, managed follow-ups, and resolved administrative queries efficiently. He also served as an Investments Educator, guiding candidates through licensing exam prep and simplifying complex financial topics — demonstrating both strong communication and organizational skills.

Work Authorization: US

Highlights: Client Account Maintenance:
At Morgan Stanley, Sebastian routinely performed account maintenance, including updating contact and beneficiary information and tracking missing cost basis for investment positions. These tasks directly reflect the core requirements of the advertised role.

CRM and Workflow Tools:
He is proficient in Salesforce and Aladdin, which he used to manage client interactions, workflow tracking, and portfolio data, ensuring smooth operations and accurate service delivery.

Client Communication and Relationship Building:
Across both Morgan Stanley and Primerica, Sebastian maintained high levels of client engagement, including 500+ client calls per quarter. He demonstrated strong communication skills and a client-first approach in both advisory and service-related tasks.

Training and Educational Support:
As an Investments Educator at Primerica, he guided candidates preparing for Series 6 and SIE licensing exams, designing study programs and translating complex financial materials, which shows strong administrative, organizational, and bilingual communication skills.

Resume: View Resume

Cover Letter: View Cover Letter