Al Jackson
Easton,PA
Summary
Dynamic financial professional with a proven track record at Fidelity, excelling in investment strategies and client relations. Adept at cultivating strong relationships and delivering tailored solutions, I drive market growth and enhance client satisfaction through strategic planning and effective communication. Committed to aligning financial strategies with clients' long-term goals.
Overview
10
10
years of professional experience
3
3
Certification
Work History
Financial Advisor
Dworetsky Financial
Manalapan, NJ
12.2024 - Current
- Cultivated and strengthened relationships with clients to enhance business development.
- Implemented tax-efficient investment strategies, maximizing after-tax returns for clients.
- Delivered exceptional service and maintained strong client relationships through effective communication.
- Created customized financial strategies aligned with long-term goals and risk tolerance.
- Educated clients on investment principles, market dynamics, and portfolio diversification importance.
- Evaluated potential investments including stocks, bonds, mutual funds, real estate, and insurance products.
- Advised on tax-advantaged investment opportunities to optimize financial growth.
- Counseled clients on financial matters, recommending suitable investment opportunities and products based on needs.
Owner/Proprietary Trader
Jackroth LLC
Easton , PA
12.2023 - 12.2024
- Conducted in-depth research on market trends and individual companies to identify growth opportunities.
- Developed strategies that minimized risk while maximizing investment returns.
- Acted as representative for buyers and sellers during sales transactions.
- Maintained comprehensive records of daily transactions to ensure accuracy.
- Analyzed financial data and market trends to optimize trade entry and exit points.
- Monitored economic news and events impacting stock prices.
- Assessed potential risks linked to various investment decisions prior to executing trades.
Relationship Manager/Advisor
VALLEY NATIONAL FINANCIAL ADVISORS
Bethlehem, USA
04.2023 - 12.2023
- Cultivated strong client relationships through personalized solutions aligned with objectives.
- Assisted clients during significant life events by addressing requests promptly and effectively.
- Collaborated with financial vendors to enhance service delivery for client transactions.
- Supported informed client decision-making regarding investment strategies and financial actions.
- Maintained comprehensive knowledge of market trends and competitor activities to provide effective advice.
- Established robust client relationships through consistent, personalized communication.
High Net Worth Associate-Remote
FIDELITY
Merrimack, USA
01.2022 - 04.2023
- Facilitated client requirements utilizing available resources for established accounts.
- Collaborated with consultants to deliver customized financial solutions for implementation.
- Applied client preferences to optimize fund distribution effectively.
- Retained client base by providing tailored services addressing specific needs.
- Assisted customers with inquiries to enhance overall satisfaction.
- Maintained current knowledge through ongoing education and advanced training programs.
- Engaged customers using effective interpersonal skills to build relationships.
- Worked alongside cross-functional teams to achieve project objectives and meet deadlines.
Education
Bachelor of Science - Business Administration
Caldwell College
Caldwell, NJSkills
- Investment strategies and market analysis
- Asset and portfolio management
- Client relations and engagement
- Strategic business planning
- Relationship management
- Market development strategies
- Asset oversight
- Over $30 million in AUM managed
- 10 years management experience
Certification
- Pennsylvania Life, Accident, Health Insurance License
- Series 7
- Series 63
- Series 65
Timeline
Financial Advisor
Dworetsky Financial
12.2024 - Current
Owner/Proprietary Trader
Jackroth LLC
12.2023 - 12.2024
Relationship Manager/Advisor
VALLEY NATIONAL FINANCIAL ADVISORS
04.2023 - 12.2023
High Net Worth Associate-Remote
FIDELITY
01.2022 - 04.2023
Bachelor of Science - Business Administration
Caldwell College
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