Jake Lester
Jupiter,FL
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure an entry-level advisor position. Ready to help team achieve company goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor Intern
Northwestern Mutual
06.2023 - Current
- Recommended specific investments to help clients meet financial goals.
- Advised clients on investments, retirement and estate planning.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Researched and evaluated potential investment products for clients.
- Collaborated with clients to develop customized investment portfolios.
Golf Caddy
The Bears Club
01.2021 - 05.2023
- Maintained smooth pace of play for golfers on course.
- Cleaned and maintained balls, clubs, and course amenities.
- Repaired divots and ball marks and raked bunkers to increase course attraction and boost membership rates.
- Determined distances to pins and advised players on proper clubs and methods.
- Assisted golfers with selecting clubs, choosing strategies and lining up shots.
- Carried two bags of clubs for full 18-hole rounds of golf.
- Predicted wind speeds and read green slopes to suggest appropriate approaches to players.
- Assisted players in improving game play.
- Worked 2 tournaments each year with amateur and professional golfers.
- Taught players and team members about game and performance strategies.
- Built and established positive relationships with patrons, team members and supervisors.
- Delivered information and details of interest about facility to visitors.
- Monitored guests and enforced rules, maintaining safety for visitors and staff.
- Cleaned rides and attractions to reduce spread of germs and bacteria.
Education
BBA - Entrepreneurship
Palm Beach State College
Lake Worth, FL05.2025
Skills
- Team Collaboration
- Attention to Detail
- Deadline Adherence
- Client Relations
Certification
FL 2-15 Life, Health, and Annuity Licensed.
Hobbies
I am avid saltwater and freshwater fisherman. I also enjoy golfing and going to the gym. I love animals and started my own dog sitting business.
Timeline
Financial Advisor Intern
Northwestern Mutual
06.2023 - Current
Golf Caddy
The Bears Club
01.2021 - 05.2023
BBA - Entrepreneurship
Palm Beach State College
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