Jacob Schreer
Senior Wealth Advisor
Jersey City,NJ
Summary
Conscientious Wealth Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to help clients reach their goals. Uses excellent understanding of markets, financial products and planning/investment technology to provide best advice and guidance to clients.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Senior Wealth Advisor
Charles Schwab & Co., Inc.
Jersey City, NJ
08.2022 - Current
- Establish strong collaborative relationships with Schwab Branch business partners to grow assigned practice of high-net-worth clients
- Manage ~$200 million in AUM in salary-based role along with Associate Wealth Advisor in non-discretionary managed account advisory offer
- Develop comprehensive financial plans for clients to achieve short-term and long-term goals
- Analyze clients risk tolerance levels, asset allocations and develop customized investment portfolios
- Maintain strong client relationships through regular communication, ensuring trust in investment management process.
Financial Advisor- Karstadt Wealth Management Team
UBS Financial Services Inc.
Red Bank, NJ
05.2020 - 08.2022
- Worked as financial advisor focusing on portfolio management and financial planning
- Maintained and built relationships with current high-net worth clients relationships amounting to ~$600million AUM
Wealth Planning Analyst
UBS Financial Services Inc.
05.2018 - 05.2020
- Covered five offices and executed financial plans for financial advisors specializing in MoneyGuide Pro and NaviPlan
- Completed two-year program with expectation of joining wealth management team
Financial Advisor- Wealth Advice Center
UBS Financial Services Inc.
05.2016 - 05.2018
- Provided investment advice to emerging affluent clients through phone-based platform.
Education
BA in Economic -
Dickinson College
Carlisle, PA 01.2012 - 05.2016
Licenses/Designations
Certified Financial Planner - August 2019
Accredited Wealth Management Advisor - August 2018
Life and Health Insurance Licenses - June 2018
Chartered Retirement Planning Counselor - May 2017
Series 66 NASAA Uniform Combined State Law Examination - August 2015
Series 7 Licensed General Securities Representative - August 2014
Timeline
Senior Wealth Advisor
Charles Schwab & Co., Inc.
08.2022 - Current
Financial Advisor- Karstadt Wealth Management Team
UBS Financial Services Inc.
05.2020 - 08.2022
Wealth Planning Analyst
UBS Financial Services Inc.
05.2018 - 05.2020
Financial Advisor- Wealth Advice Center
UBS Financial Services Inc.
05.2016 - 05.2018
BA in Economic -
Dickinson College
01.2012 - 05.2016