Jacob Helfrich
Newburgh,INDIANA
Summary
Results-driven financial consultant with a deep knowledge of the Charles Schwab ethos, adept at strategic planning and relationship building. Skilled at driving client engagement through innovative use of CRMs, driving asset growth and compliance. Thorough in critical thinking and risk management, delivering tailored investment strategies that empower clients and optimize portfolio performance.
Overview
2026
2026
years of professional experience
Work History
VP Financial Consultant
JJ Helfrich & Associates DBA Charles Schwab
- Led strategic initiatives to enhance client engagement and retention through the use of internal record keeping and CRMs like Saleaforce.
- Maintained consistent, deep client engagement while ensuring compliance with regulatory standards and firm policies.
- Analyzed market trends to inform investment strategies, driving informed decision-making and advice within client accounts.
- Educated clients on effective uses of the Schwab mobile app and the Schwab.com web platform to drive client empowerment.
Associate Financial Consultant
JJ Helfrich & Associates DBA Charles Schwab
Evansville, IN
06.2025 - 01.2026
- Assisted clients in understanding investment options and financial products.
- Analyzed client portfolios to identify opportunities for asset allocation improvements.
- Assisted consultants in capturing new assets from potential clients.
- Provided support to consultants and CSS' by meeting with clients for service-related needs that required a more thorough conversation.
- Collaborated with team members to continuously streamline operational processes and enhance service.
Client Service Specialist
JJ Helfrich & Associates DBA Charles Schwab
Evansville
06.2023 - 07.2025
- Assisted clients with account inquiries.
- Ensured accurate and timely completion of paperwork and account updates to enhance satisfaction.
- Provided support in processing asset movements, maintaining compliance with financial regulations and policies.
- Collaborated with consultants to resolve client issues.
- Managed appointment scheduling for financial consultants, optimizing client engagement and service delivery.
- Streamlined documentation processes, improving accuracy and reducing turnaround time. for client requests.
Bailiff
Marion County Superior Courts
Indianapolis
01.2023 - 05.2023
- Maintained courtroom order during proceedings, ensuring safety and compliance with legal protocols.
- Assisted judges and court staff by managing case files and facilitating document delivery.
- Monitored jury deliberations to uphold confidentiality and integrity of the judicial process and ensure efficient use of the court's time.
- Coordinated with law enforcement to ensure proper security measures in courtrooms.
Education
Bachelor of Science - Political Science
IUPUI
Indianapolis, IN12-2022
Skills
- Relationship building
- Decision-making
- Critical thinking
- Complex Problem-solving
- Client relationship building
- Strategic planning
- Business development
- Account management
- Customer service
- Risk management
- Industry best practices
Timeline
Associate Financial Consultant
JJ Helfrich & Associates DBA Charles Schwab
06.2025 - 01.2026
Client Service Specialist
JJ Helfrich & Associates DBA Charles Schwab
06.2023 - 07.2025
Bailiff
Marion County Superior Courts
01.2023 - 05.2023
VP Financial Consultant
JJ Helfrich & Associates DBA Charles Schwab
Bachelor of Science - Political Science
IUPUI