Benjamin Jackson
1541 S 72nd St, West Allis,Wisconsin
Summary
Interned as a Financial Advisor with exposure to financial planning, wealth management, and investment strategies. Developed strong analytical skills while assisting in the creation of client portfolios. Adapted quickly to a fast-paced work environment, and contributed positively through work ethic and attitude. Striving for greater industry experience and career growth.
Overview
4
4
years of professional experience
Work History
Financial Advisor Intern
Prudential Financial
Sussex, WI
05.2023 - 06.2024
- Integrated clients' data into financial planning software to enhance tax planning, retirement, and investment strategies.
- Participated in and helped coordinate seminars and other client onboarding activities.
- Opened and processed the client's investment and insurance applications for underwriting review.
- Performed over 200 phone calls per week to schedule appointments with existing and potential clients, to write new or additional business.
- Provided customer service support through phone calls, emails, or in-person interactions.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Learned how advisors look at the current market and forecast into the future to create portfolios for growth, moderate, and conservative oriented investors.
Manager
Chik-Fil-A
Brookfield, Wisconsin
04.2020 - 09.2023
- Managed multiple shifts weekly, resolving logistical and employee concerns.
- Facilitated the advancement of team members into leadership and managerial roles.
- Ensure low discrepancies on food cost gaps and labor costs.
Education
Bachelors in Business Administration - Finance
University of Milwaukee-Wisconsin
Milwaukee, WI12-2023
Marquette University High School
Milwaukee, WISkills
- Securities Industry Essentials certification
- Microsoft Excel and Word proficency
- Motivated and independent worker
- Customer service and support
- Coachable
- Strong desire for industry knowledge
- Expense tracking
- Financial software
Affiliations
- University of Milwaukee Investment Club, 09/2019 to 05/2020
References
References available upon request.
Timeline
Financial Advisor Intern
Prudential Financial
05.2023 - 06.2024
Manager
Chik-Fil-A
04.2020 - 09.2023
Bachelors in Business Administration - Finance
University of Milwaukee-Wisconsin
Marquette University High School
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