Yilin Liu

Master's

Financial Math and Statistics

Northwestern Mutual

Financial Advisor

• Delivered customized financial plans and investment recommendations, integrating client objectives with market conditions across equities, bonds, and insurance products. • Used Excel-based planning tools and PX Planning software to conduct financial forecasting, capital needs analysis, and insurance optimization for over 30 clients. • Built and presented PowerPoint-based client proposals, showcasing scenario analysis, benchmark comparisons, and product alternatives, resulting in a 70% plan-to-close ratio. • Engaged in high-frequency 1-on-1 consultations to collect data, uncover client pain points, and implement strategies aligned with their risk tolerance and long-term goals.