Benjamin Jacobs
Charleston,SC
Overview
2
2
years of professional experience
1
1
Certification
Work History
Cart Attendant
Windsor at Walhalla
Walhalla, SC
09.2024 - Current
- Work at a family-run golf course serving the Clemson community, interacting daily with local members, students, and visitors
- Build relationships with customers while providing a welcoming environment and high-quality service
- Assist with daily operations including course maintenance support, pro shop transactions, and scheduling tee times
- Strengthened communication and interpersonal skills through consistent client-facing responsibilities
Financial Representative Intern
Northwestern Mutual
Charlotte, NC
06.2025 - 12.2025
- Contacted prospective clients to build relationships and identify financial planning needs.
- Met with clients to gather financial information, and discuss short and long-term goals.
- Assisted in creating personalized financial plans, including budgeting, insurance, and investment strategies.
- Presented financial plans to clients alongside senior advisors, explaining recommendations.
Education
Bachelor of Science - Financial Management
Clemson University
Clemmons, NC05-2026
High School Diploma -
Oceanside Collegiate Academy
Charleston05-2022
Skills
- Microsoft Excel
- Financial Analysis
- Investment Research
- Financial Planing
Certification
- Microsoft Word Certification
- Bloomberg Market Concepts
Timeline
Financial Representative Intern
Northwestern Mutual
06.2025 - 12.2025
Cart Attendant
Windsor at Walhalla
09.2024 - Current
Bachelor of Science - Financial Management
Clemson University
High School Diploma -
Oceanside Collegiate Academy