JACOB SHALZ
Jacksonville,FL
Overview
11
11
years of professional experience
Work History
Junior Advisor
Brower Financial Group
Ponte Vedra Beach, FL
02.2026 - Current
- Obtained Series 66 FINRA license to provide investment advice.
- Assisted clients with setting up accounts, executing trades, and managing portfolios.
- Maintained accurate client records using CRM software and financial management tools.
- Assisted in preparing financial reports and analysis for client meetings.
Stock Plan Associate
Fidelity Investments
Jacksonville, FL
02.2024 - 11.2025
- Assisted clients in understanding financial products and services tailored to their needs.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Contributed to team meetings by sharing insights on industry best practices and emerging trends.
- Obtained SIE, Series 7, and Series 63 FINRA licenses.
Logistics Operations/Sales Associate
Magellan Transport Logistics
Jacksonville, FL
08.2022 - 01.2023
- Organized and managed complex logistics operations, coordinating multiple simultaneous shipments across various transport modes to meet delivery deadlines.
- Streamlined logistics operations, enhancing delivery times and improving overall service reliability.
- Coordinated logistics operations across departments to ensure timely delivery of products and reduce delays or lost shipments.
Relations Specialists
Commercial Investment Trust (CIT) Bank
Jacksonville, FL
08.2021 - 02.2022
- Collected payments and updated accounts while addressing customer inquiries and requests, enhancing overall satisfaction.
- Notified customers of payment obligations through calls and emails, ensuring timely payments.
- Posted payments and adjusted balances, maintaining accurate account records.
Assistant Manager - Beach Rental Department
Ponte Vedra Inn & Club
Ponte Vedra Beach, FL
03.2019 - 07.2021
- Supervised daily operations, coordinating shift schedules and task assignments.
- Trained staff to enhance service quality and streamline operations.
- Set up beach rental equipment, ensuring readiness for guest use and member access.
Staff Associate
Quinn Shalz Family Funeral Home
Jacksonville Beach, FL
12.2015 - 10.2018
- Coordinated funeral service arrangements with the funeral director to ensure seamless services.
- Welcomed guests and provided assistance to enhance their experience.
- Transported flowers, food, and displays for services to support event execution.
Education
BBA - Business Administration And Management
University of North Florida
Jacksonville, Florida, FL12-2021
Skills
- CRM software
- Client communication
- Operational efficiency
- Problem-solving strategies
- Time management
- Attention to detail
Timeline
Junior Advisor
Brower Financial Group
02.2026 - Current
Stock Plan Associate
Fidelity Investments
02.2024 - 11.2025
Logistics Operations/Sales Associate
Magellan Transport Logistics
08.2022 - 01.2023
Relations Specialists
Commercial Investment Trust (CIT) Bank
08.2021 - 02.2022
Assistant Manager - Beach Rental Department
Ponte Vedra Inn & Club
03.2019 - 07.2021
Staff Associate
Quinn Shalz Family Funeral Home
12.2015 - 10.2018
BBA - Business Administration And Management
University of North Florida