Austin Haberli
Minneapolis
Summary
Knowledgeable Financial professional with strong foundation in investment strategies and client relationship management. Successfully guided clients through diverse financial landscapes, ensuring alignment with their investment goals. Demonstrated analytical and communication skills to deliver tailored financial solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Consultant
US Bancorp Advisors
12.2025 - Current
- Analyzed market trends to provide actionable insights and recommendations for portfolio management.
- Collaborated with clients to assess financial goals and optimize asset allocation accordingly.
- Demonstrated exceptional customer service skills by addressing client concerns promptly and effectively resolving issues that arose during the course of business dealings.
Financial Advisor
Northwestern Mutual
05.2024 - 12.2025
- Provided financial advice to clients on investment options and risk management.
- Analyzed client portfolios and recommended adjustments based on market trends.
- Developed personalized financial plans to meet client goals and needs.
- Educated clients on financial products, including insurance and retirement plans.
- Assisted in training junior representatives on best practices in client relations.
- Developed and managed growth-oriented business and marketing plans.
Customer Service Representative
Walgreens
12.2023 - 05.2024
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Grounds Crew Member
Milwaukee County Parks
05.2021 - 08.2023
- Enhanced green spaces by performing routine maintenance tasks, such as mowing, trimming, and edging.
- Contributed to a welcoming environment for visitors through diligent care of flower beds, shrubs, and trees.
- Improved safety on the grounds by promptly removing debris and maintaining walkways.
- Ensured timely completion of projects by effectively coordinating with team members and supervisors.
- Increased efficiency in daily tasks by utilizing proper tools and techniques for each job assignment.
- Promoted teamwork among crew members through clear communication and cooperation during project execution.
Customer Service Representative
Chick-fil-A
07.2019 - 08.2021
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Resolved customer complaints, resulting in increased repeat business.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Retail Sales Associate
Blaine's Farm And Fleet
03.2017 - 06.2019
- Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Processed transactions efficiently using point-of-sale systems, minimizing wait times for customers at checkout.
- Provided constructive feedback during team meetings, fostering collaboration among colleagues towards shared objectives in-store performance improvements.
- Collaborated with team members to meet and exceed monthly sales targets consistently.
Education
Bachelor of Arts - Economics
University of Minnesota - Twin Cities
Minneapolis, MN05-2025
High School Diploma -
Oak Creek High School
Oak Creek, WI06-2021
Skills
- Data management
- Analytical thinking
- Product expertise
- Customer support
- Investment advice
- Risk analysis
- Product recommendations
- Client servicing
- Investment strategies
- Asset allocation
- Retirement planning
- Risk management
- Investment strategy
- Insurance planning
- Asset management
Accomplishments
- Top 50 Financial Representative Intern
Certification
- SIE
- Series 6
- Series 63
Languages
Spanish
Limited
Timeline
Investment Consultant
US Bancorp Advisors
12.2025 - Current
Financial Advisor
Northwestern Mutual
05.2024 - 12.2025
Customer Service Representative
Walgreens
12.2023 - 05.2024
Grounds Crew Member
Milwaukee County Parks
05.2021 - 08.2023
Customer Service Representative
Chick-fil-A
07.2019 - 08.2021
Retail Sales Associate
Blaine's Farm And Fleet
03.2017 - 06.2019
High School Diploma -
Oak Creek High School
Bachelor of Arts - Economics
University of Minnesota - Twin Cities