Dehan Van Staden
Jacksonville,FL
Summary
Finance-focused candidate pursuing a career in wealth management with hands-on experience in client interactions and financial advising concepts. Proven ability to identify client needs, deliver high-quality service, and build strong relationships in fast-paced environments. Highly motivated to obtain SIE, Series 7, and Series 66 licenses and grow within the financial services industry.
Overview
2
2
years of professional experience
Work History
Financial Advisory Intern
North Florida Financial
Jacksonville, USA
02.2025 - 06.2025
- Completed weekly training on investment strategies, portfolio management, and financial planning fundamentals
- Participated in 10+ client calls, assisting in identifying financial needs and observing real-time advising strategies
- Supported client relationship management and gained exposure to financial products and account structures
- Assisted advisors with administrative tasks, improving workflow efficiency and client service responsiveness
Client Services Associate
Jacksonville Golf & Country Club
Jacksonville, USA
06.2023 - 01.2025
- Delivered service to 50+ members daily, maintaining high satisfaction in a fast-paced, client-focused environment
- Managed high-volume client interactions while maintaining professionalism and attention to detail
- Anticipated client needs and provided tailored solutions, improving overall client experience
- Strengthened communication, multitasking, and problem-solving skills in a performance-based environment
Education
Bachelor of Business Administration - Business Management
University of North Florida
Jacksonville, FL05-2025
Skills
- Client Relationship Management
- Sales & Referral Identification
- Financial Advising Fundamentals
- Communication & Active Listening
- Microsoft Excel
- Critical Thinking
- Multitasking
- Client communication
Languages
- English
- Afrikaans
Leadership Experience
Alpha Tau Omega Fraternity, University of North Florida, Health & Safety Officer, Managed risk and compliance for 70+ members, ensuring adherence to organizational policies., Judicial Board Member, Conducted disciplinary hearings, applying structured decision-making and conflict resolution.
Timeline
Financial Advisory Intern
North Florida Financial
02.2025 - 06.2025
Client Services Associate
Jacksonville Golf & Country Club
06.2023 - 01.2025
Bachelor of Business Administration - Business Management
University of North Florida