Jeremy Weiler
St Louis,MO
Summary
Seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Case Advisor
Wells Fargo Advisors
01.2023 - Current
- Client-facing role resolving brokerage complaints for Wells Fargo clients.
- Managed 10 client cases per week of varying degrees of complexity
- Collaborated with multiple departments for optimal case outcomes.
Roofing Apprentice
Saint Louis Slate/Tile Roofing
07.2022 - 12.2022
- Assisted journeymen in the setup/tear-down of job sites.
- Trained specififcally in the repair of damaged slate and tile roofing.
- Assessed job sites to ensure accurate material estimates for each job site.
Financial Services Representative
TD Ameritrade
11.2021 - 07.2022
- Client facing role assisting brokerage client's with the purchase and sale of various investments.
- Managed approximately 40 incoming calls from customers per day of varying degrees of complexity.
- Maintained up-to-date knowledge of brokerage industry regulations, trends, and best practices to provide informed advice to clients.
Cook
Applebee's Neighborhood Grill & Bar
05.2019 - 10.2019
- Served multiple roles as a lead broil cook and dishwasher.
- Collaborated with team members to maintain a clean and safe working environment.
- Trained new staff members in culinary skills and techniques.
Retirement Services Intern
Edward Jones
07.2018 - 12.2018
- Assisted financial advisors with the process of satisfying required minimum distributions on the behalf of clients.
- Supported advisors with daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Provided exceptional customer service by promptly addressing inquiries.
Landscaper
KMH Landscaping
04.2017 - 09.2017
- Performed various landscaping tasks including mowing, building retaining walls, and installing water systems.
- Managed inventory of tools, equipment, and materials to ensure proper allocation of resources for each project.
Education
Associate of Arts - General Studies
St. Louis Community College
St Louis, MO05.2017
Skills
- Customer Service
- Problem-Solving
- Time Management
- Regulatory understanding
Certification
FINRA Series 7
NASAA Series 66
Timeline
Case Advisor
Wells Fargo Advisors
01.2023 - Current
Roofing Apprentice
Saint Louis Slate/Tile Roofing
07.2022 - 12.2022
Financial Services Representative
TD Ameritrade
11.2021 - 07.2022
Cook
Applebee's Neighborhood Grill & Bar
05.2019 - 10.2019
Retirement Services Intern
Edward Jones
07.2018 - 12.2018
Landscaper
KMH Landscaping
04.2017 - 09.2017
Associate of Arts - General Studies
St. Louis Community College
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