Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jimmy Maurer

Philadelphia,PA

Overview

3
3
years of professional experience
1
1
Certification

Work History

Associate Advisor

Gute Financial Services
12.2023 - 02.2024
  • Assisted Senior Financial Planner in managing client portfolios and preparing for meetings

Financial Advisor

Firstrust Financial Resources
07.2023 - 11.2023
  • Assisted clients in preparing for retirement through employer sponsored plans
  • Built book of business through networking and seeking out clients

Valet

The Union League of Philadelphia
06.2021 - 05.2023
  • Acted as garage supervisor when supervisor was not present
  • Drove guests to their desired locations throughout Philadelphia and surrounding counties
  • Created relationships with regular guests
  • Appointed to the Union League's safety committee

Education

Bachelor of Arts - History

Temple University
05-2021

Skills

  • Indoor/Outdoor Sales
  • Retirement Planning
  • Client Relationship Building
  • Client Engagement
  • Research Abilities
  • Attention to Detail
  • Critical Thinking
  • Microsoft Office Suite

Certification

  • Financial Industry Regulatory Authority: Series 7
  • Financial Industry Regulatory Authority: Series 66
  • National Academy of Sports Medicine: Certified Personal Trainer
  • CPR/AED Certified

Timeline

Associate Advisor

Gute Financial Services
12.2023 - 02.2024

Financial Advisor

Firstrust Financial Resources
07.2023 - 11.2023

Valet

The Union League of Philadelphia
06.2021 - 05.2023

Bachelor of Arts - History

Temple University

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Jimmy Maurer