Jacob Holthouse, CFP®
Nashville,TN
Summary
CERTIFIED FINANCIAL PLANNER® professional actively building a book of business through high-volume outreach and centers of influence. Skilled at creating personalized financial and investment plans tailored to each client’s goals and risk tolerance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Merrill Financial Solutions Advisor
Merrill Lynch
Nashville, Tennessee
11.2025 - Current
- Leveraging CFP® expertise to tailor client-specific financial and investment plans aligned with individual goals and risk tolerance
- Building a book of business through high-volume outbound dialing campaigns on Bank of America leads and leveraged centers of influence for new client acquisition and asset growth
- Completed intensive 3-month training program to master Merrill’s wealth advisory platforms and regulatory compliance to provide client-centric financial solutions
WORKPLACE PLANNING CONSULTANT III
Fidelity Investments
Denver, Colorado
04.2025 - 10.2025
- Leveraged expertise in asset allocation and business cycle dynamics to develop tailored financial action plans that align with clients' long-term goals.
- Engaged proactively with clients to deepen their understanding of financial options, strengthening relationships and trust in Fidelity's services.
- Delivered personalized retirement and financial planning guidance to participants in employer-sponsored plans with $1M+ balances.
WORKPLACE PLANNING CONSULTANT II
Fidelity Investments
Denver, CO
08.2024 - 04.2025
- Delivered personalized retirement and financial planning guidance to participants in employer-sponsored plans with $250k-$1M balances.
WORKPLACE PLANNING CONSULTANT I
Fidelity Investments
Denver, CO
02.2024 - 08.2024
- Delivered personalized retirement and financial planning guidance to participants in employer-sponsored plans with $250k account balances and under.
WORKPLACE PLANNING ASSOCIATE
Fidelity Investments
05.2023 - 02.2024
- Conducted 100+ daily calls to arrange planning conversations with Fidelity advisors
- Analyzed data trends to support strategic planning and decision-making processes.
- Collaborated with cross-functional teams to develop project timelines and deliverables.
- Managed project documentation and maintained organized records for team reference.
- Achieved SIE, Series 7, and Series 66 licensing to qualify for financial advisory roles.
COMMERICAL SALES EXECUTIVE
AT&T
Dallas, TX
08.2020 - 05.2023
- Achieved 127% of sales quota through May 2023.
- Chosen for the Digital Sales Leadership Council based on consistent sales performance above quota.
- Tailored cellular, fiberoptic, and cybersecurity solutions to small, midmarket, and enterprise level businesses
- Executed 75+ daily calls to prospective clients, generating new leads.
Education
B.S. - FINANCE
University of Tennessee
Knoxville, TN05-2020
Skills
- Investment strategy
- Financial planning
- Regulatory compliance
- Client acquisition
- Relationship management
Certification
- CFP®
- Series 66
- Series 7
- SIE
Timeline
Merrill Financial Solutions Advisor
Merrill Lynch
11.2025 - Current
WORKPLACE PLANNING CONSULTANT III
Fidelity Investments
04.2025 - 10.2025
WORKPLACE PLANNING CONSULTANT II
Fidelity Investments
08.2024 - 04.2025
WORKPLACE PLANNING CONSULTANT I
Fidelity Investments
02.2024 - 08.2024
WORKPLACE PLANNING ASSOCIATE
Fidelity Investments
05.2023 - 02.2024
COMMERICAL SALES EXECUTIVE
AT&T
08.2020 - 05.2023
B.S. - FINANCE
University of Tennessee