Jack Johnson
Scottsdale,AZ
Summary
Finance professional with experience in retirement services and client relations. Skilled in retirement plan transactions, account support, and collaborating with financial advisors to resolve client inquiries. Strong communication, problem-solving, and customer service skills backed by a Bachelor’s degree in Finance and SIE certification.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Retirement Representative
Empower
11.2025 - Current
- Assist retirement plan participants by phone with account questions and retirement plan services.
- Help participants navigate processes involving contributions, loans, withdrawals, rollovers, and beneficiary information.
- Managed incoming calls at the phone center, providing assistance to participants.
- Document participant interactions and submit service requests to the appropriate internal teams for follow-up.
- Follow identity-verification, privacy, and account-security procedures.
Retail Specialist
Premium Retail Services
Tempe, AZ
05.2024 - 11.2025
- Trained and supported retail staff on product knowledge and merchandising strategies.
- Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
- Conducted detailed product merchandising, ensuring optimal product placement and presentation.
- Analyzed sales data and generated reports to support business development activities.
Client Relationship Associate (Licensing & Training)
Vanguard
Scottsdale, AZ
05.2025 - 09.2025
- Obtained the Securities Industry Essentials (SIE) license during employment.
- Actively studied and prepared for the Series 7 license through structured learning modules and practice exams.
- Developed a foundation in brokerage operations, securities products, and client service protocols to transition into a licensed representative role.
- Completed firm-sponsored training in financial markets, retirement accounts, and compliance standards.
Merchandising Execution Team
The Home Depot
Chesterfield, MO
05.2023 - 08.2023
- Stocked and merchandised products to create a visually appealing shopping experience.
- Collaborated with various departments to achieve common goals.
- Assisted customers effectively, showcasing strong interpersonal skills and product knowledge.
Education
Bachelor of Science - Finance
Arizona State University
Skills
- Retirement planning
- Financial Analysis
- Client Relationship Management
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Collaborative Problem Solving
- Organizational and Multitasking Abilities
- Strong Interpersonal Communication
Certification
Securities Industry Essentials (SIE) Exam Obtained July 2025
Extra-Curricular Activities
- Financial Management Association (FMA), Arizona State University
- August 2022 December 2024
- Participated in events and activities to develop a deeper understanding of financial management.
- Networked with industry professionals and fellow students to enhance knowledge and skills in finance.
- Alpha Sigma Phi Fraternity, Rush Recruitment Team, Arizona State University
- August 2023 October 2023
- Facilitated recruitment events, demonstrating strong organizational and communication skills.
- Urban Plunge, Volunteer, St. Louis, MO
- January 2021 April 2021
- Assisted in community service projects, showcasing a commitment to giving back.
Timeline
Retirement Representative
Empower
11.2025 - Current
Client Relationship Associate (Licensing & Training)
Vanguard
05.2025 - 09.2025
Retail Specialist
Premium Retail Services
05.2024 - 11.2025
Merchandising Execution Team
The Home Depot
05.2023 - 08.2023
Bachelor of Science - Finance
Arizona State University