Jackson Fields
Austin
Summary
Financial professional with nearly two years of experience delivering high-quality service in the industry. Passionate about guiding and educating clients to make informed financial decisions that positively impact their lives. Aspiring to earn the CFP designation and expand expertise in financial planning and advisory services, with a goal of creating lasting value for clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Charles Schwab
02.2024 - Current
- Educated clients on financial products and investment vehicles, enhancing their understanding of investment strategies.
- Supported clients with transactions and trade execution, ensuring accuracy and efficiency.
- Resolved client issues and inquiries promptly, ensuring a high level of satisfaction and accuracy.
Intern
Cornerstone Financial Group
06.2021 - 08.2021
- Gained valuable experience in the financial planning industry, building on and expanding prior knowledge.
- Enhanced team productivity by organizing materials and participating in meetings.
Education
Bachelor of Science - Economics
Texas A&M University
College Station, TXSkills
- Knowledge of Investment Products
- High-Quality Client Service
- Employee Onboarding and Training
- Conflict and Complaint Resolution
Certification
- Series 7
- Series 63
Timeline
Financial Services Representative
Charles Schwab
02.2024 - Current
Intern
Cornerstone Financial Group
06.2021 - 08.2021
Bachelor of Science - Economics
Texas A&M University