Jake Arbon
Salt Lake City,UT
Summary
Ambitious, self-motivated and high-performing Financial Advisor with Series 7 and 66 qualifications and over 5 years experience in the industry. Looking to add value to a team and clientele.
Overview
10
10
years of professional experience
1
1
Certification
Work History
SENIOR FINANCIAL ADVISOR
WELLS FARGO ADVISORS
12.2017 - Current
- Worked with clients daily to identify their financial goals and objectives.
- Advised them on the best investment strategy suited with their situation.
- Helped clients with any investment needs they have ie trades, rollovers, distributions.
COACH
ALTA HIGH SCHOOL LACROSSE
09.2017 - Current
- Coached Alta High School program, as the Varsity Offensive Coordinator contributing member of a State Championship winning Coaching Staff.
SECURITIES TEST
ASSOCIATE STAFFING
09.2017 - 12.2017
- Studied and took both the Series 7 and Series 66 securities tests
- Studied 40 hours a week, sat for the test and passed both with an 80%.
FINANCIAL REPRESENTATIVE
NORTHWESTERN MUTUAL
05.2017 - 09.2017
- Reach out and meet with clients daily to find out their personal and financial goals
- Look into their situation and goals and put together a plan
- Present them with a plan to achieve these goals and become financially secure.
LEGAL ASSISTANT
VIVINT
06.2015 - 05.2017
- Work with general counsel and attorneys,
- Responsible for the sales representative’s compliance, standards and legal reporting to the company
- Tasks include, investigation of sales employees, penalties and determination of disciplinary action or dismissal
- Various special deadline projects for the staff attorney’s.
COACH
CORNER CANYON LACROSSE
01.2015 - 05.2017
- Coached Corner Canyon High School program, as the Varsity Offensive Coordinator contributing member of a State Championship winning Coaching Staff.
TOURNAMENT ASSISTANT DIRECTOR
ADRENALINE, PARTNERED WITH GULL
06.2013 - 08.2016
- Assisted the tournament director in organizing and running lacrosse tournaments in Utah that included travel teams from all around the country
- Management, oversight of hundreds of players, dozens of teams, scheduling, staffing, conflict resolution, all aspects of creating and running a major event.
HARDWOOD FLOOR INSTALLER
UPGRADE INSTALLATION
06.2014 - 08.2014
- Installed specialty flooring in high end installations requiring attention to detail and material/inventory management.
Education
Bachelor of Science - Economics
BRIGHAM YOUNG UNIVERSITY
2017
Skills
- Client education
- Fund Analysis
- Security Trading
- Interpersonal Skills
- Sales
- Analytical Skills
- Generating Reports
Additional Information
- Personal Achievements · , 4 year High School player football, lacrosse (Captain, All-State, All-Conference, numerous team awards 2008 – 2011) · 4 year Collegiate lacrosse player BYU (All-American, All-Conference, numerous yearly team awards 2012- 2015)
Certification
- Series 7
- Series 66
Timeline
SENIOR FINANCIAL ADVISOR
WELLS FARGO ADVISORS
12.2017 - Current
COACH
ALTA HIGH SCHOOL LACROSSE
09.2017 - Current
SECURITIES TEST
ASSOCIATE STAFFING
09.2017 - 12.2017
FINANCIAL REPRESENTATIVE
NORTHWESTERN MUTUAL
05.2017 - 09.2017
LEGAL ASSISTANT
VIVINT
06.2015 - 05.2017
COACH
CORNER CANYON LACROSSE
01.2015 - 05.2017
HARDWOOD FLOOR INSTALLER
UPGRADE INSTALLATION
06.2014 - 08.2014
TOURNAMENT ASSISTANT DIRECTOR
ADRENALINE, PARTNERED WITH GULL
06.2013 - 08.2016
Bachelor of Science - Economics
BRIGHAM YOUNG UNIVERSITY