Jacob Robles
Dallas
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant I
Fidelity Investments
02.2023 - Current
- Speak with an average of 10-14 participants a day assisting with retirement planning and investment recommendations within their 401ks held at Fidelity
- Developing communication and interpersonal skills by uncovering stated and unstated needs and tailoring my recommendation to meet their specific needs
- Maintain a book of business by scheduling follow ups and financial planning conversations with participants
- Educate participants on company 401k plan rules and help with service needs such as withdrawals, rollovers, plan to plan transfers, contributions, etc.
Accounting Associate
Essex Association Management
05.2022 - 02.2023
- Collaborated with property managers to create yearly financial budgets for HOA's under our management
- Ensure that homeowners are making HOA fee payments on time either monthly, quarterly or yearly
- Maintained a high level of confidentiality and professionalism when handling sensitive financial information
Sales Intern
Alex Baldwin State Farm
10.2021 - 03.2022
- Made, on average, 100+ dials a day to potential clients to compare rates and explore insurance policies with State Farm
- Spoke with 5-10 potential clients and consistently converted 35% of contacted leads into quotes. Exceeding performance metric expectations
- Developed verbal and written communication skills.
Accounting Assistant
Essex Association HOA Management
04.2020 - 08.2020
- Pre-audited numerous property accounts to ensure financial statements were accurate.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Processed payments and documents such as invoices, employee reimbursements, and statements.
Ranch Hand
JAS Ranch
05.2019 - 08.2019
- Worked various tasks around the ranch that included land maintenance, cattle movement, and other miscellaneous work
- Collaborated with contractors to ensure their work was satisfactory to the landowner.
Food Runner/Server Assistant
HG Supply Co.
05.2018 - 08.2018
- Maintained speed of service for food/drink orders while minimizing errors and complaints.
- Handled high-pressure situations calmly and professionally during peak hours or unexpected rushes at the restaurant.
Education
Bachelor's Degree in Finance -
University of Arkansas
Fayetteville, AR05.2022
High School Diploma -
Bishop Lynch High School
Dallas, TX05.2018
Skills
- Willingness to learn
- Strong work ethic
- Problem-solving
- Multitasking
- Verbal and written communication
- Familiar with Excel, Word, & PowerPoint
- Research experience
- Team work
Certification
FINRA Security License, SIE License, Series 7 License, Series 66 License, 2023
Timeline
Workplace Planning Consultant I
Fidelity Investments
02.2023 - Current
Accounting Associate
Essex Association Management
05.2022 - 02.2023
Sales Intern
Alex Baldwin State Farm
10.2021 - 03.2022
Accounting Assistant
Essex Association HOA Management
04.2020 - 08.2020
Ranch Hand
JAS Ranch
05.2019 - 08.2019
Food Runner/Server Assistant
HG Supply Co.
05.2018 - 08.2018
Bachelor's Degree in Finance -
University of Arkansas
High School Diploma -
Bishop Lynch High School