JAMIE WILSON
Kennesaw,GA
Summary
Finance student with a Bachelor of Business Administration focus in wealth management. Supports financial advisors by ensuring data integrity through client information reconciliation, preparing compliance documentation, and enhancing operational workflows with CRM tools to improve advisor-client interactions.
Overview
2
2
years of professional experience
Work History
Wealth Management Operations Intern
WealthMade
Atlanta, GA
06.2026 - Current
- Transferred, reconciled, and verified client information across Wealthbox and A360, ensuring data accuracy and record integrity.
- Prepare corporate compliance forms and supporting documentation for advisor meetings and client engagements.
- Supported financial advisors by managing client account administration and optimizing operational workflows in wealth management processes.
- Review client records to help maintain regulatory compliance and accurate documentation.
- Participate in client meetings, financial planning discussions, and advisor calls to gain practical exposure to wealth management and relationship management.
- Utilized Wealthbox CRM, A360, and Zocks AI to streamline workflows and enhance advisor-client communications.
Sales Lead
The Vitamin Shoppe
Kennesaw, GA
08.2025 - 08.2026
- Led daily store operations, supervised associates, and ensured exceptional customer service.
- Open and close the store independently, reconcile cash drawers, and complete daily financial reporting.
- Coached associates to uphold inventory accuracy and operational compliance.
Sales Associate
The Vitamin Shoppe
Kennesaw, USA
04.2024 - 05.2025
- Provided customer service, product recommendations, and inventory support.
Education
Bachelor of Business Administration - Finance
Kennesaw State University
GA, USA05-2027
Skills
- Wealthbox CRM and A360
- Zocks AI
- Microsoft Excel and Office Suite
- Zoom
- CRM administration
- Data reconciliation
- Regulatory compliance
- Financial documentation
- Wealth management operations
- Client relationship management
- Financial planning support
- Analytical thinking
- Attention to detail
- Communication skills
- Leadership abilities
- Organizational skills
- Problem solving strategies
- Team collaboration
Timeline
Wealth Management Operations Intern
WealthMade
06.2026 - Current
Sales Lead
The Vitamin Shoppe
08.2025 - 08.2026
Sales Associate
The Vitamin Shoppe
04.2024 - 05.2025
Bachelor of Business Administration - Finance
Kennesaw State University