BENJAMIN JACOBS
Summary
Finance and accounting graduate with experience in financial planning, analyzing financial data, and client communications. Seeking an entry-level position in the financial services industry.
Overview
2
2
years of professional experience
Work History
Cart Attendant
Windsor at Walhalla
Walhalla, SC
09.2024 - Current
- Routine cleaning, restocking, and organizing of golf carts for daily operation.
- Interact with clients to ensure a positive experience.
- Resolve customer conflicts and enforce course policies.
Financial Representative Intern
Northwestern Mutual
Charlotte, NC
06.2025 - 08.2025
- 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.
Shift Manager
Your Pie
Clemson, SC
06.2024 - 08.2024
- Supervised employees and managed daily opperations during assigned shifts.
- Assisted customers with product selection to ensure a positive experience.
- Reconciled daily sales, profits, and income.
- Addressed customer complaints, and resolved conflicts.
Education
Bachelor of Science - Financial Management, Accounting Minor
Clemson University
Clemson, SC05.2026
Certificate - University Studies
Tri-County Technical College
Charleston, SC05.2023
Skills
- Securities Industry Essential (In Progress)
- Bloomberg Market Concepts (In Progress)
- Life and Health licensed
- Microsoft Word Certification
References
Available Upon Request
Timeline
Financial Representative Intern
Northwestern Mutual
06.2025 - 08.2025
Cart Attendant
Windsor at Walhalla
09.2024 - Current
Shift Manager
Your Pie
06.2024 - 08.2024
Bachelor of Science - Financial Management, Accounting Minor
Clemson University
Certificate - University Studies
Tri-County Technical College