Aspiring financial advisor. Obtaining all required licenses required to be an advisor as well as obtaining a CFP upon graduation. Servicing clients financial needs for Senior advisors in my internship roles. Learning and gaining insight on efficient portfolio construction and strategy for clients. Engaging in client to advisor meetings and contacting potential prospects to discuss retirement planning and financial well being. Proficient in Salesforce, Microsoft Excel and Microsoft PowerPoint.
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Financial Services RepresentativeBarnum Financial Group Mar 2022 - Nov 2023Shelton, Connecticut, UsReaching out to potential clients using Salesforce to set up meetings to discuss and plan for there financial futures. Along with learning strategies and plans to building and expanding a clients portfolio. -
InternEquitable Apr 2021 - Jan 2022New York, Ny, UsShadowed and learned how the financial industry works. From speaking with clients to different product policies and portfolio construction. As well as reaching out as a recruiter to become more comfortable over the phone. Became proficient in Microsoft teams and Microsoft outlook.
Jacob Bauer Skills
Jacob Bauer Education Details
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Rutgers University–New BrunswickEconomics -
St. John'S Jesuit High School & Academy -
Bowling Green State University
Frequently Asked Questions about Jacob Bauer
What is Jacob Bauer's role at the current company?
Jacob Bauer's current role is Asset Management Intern at Barnum Financial Group.
What schools did Jacob Bauer attend?
Jacob Bauer attended Rutgers University–new Brunswick, St. John's Jesuit High School & Academy, Bowling Green State University.
What skills is Jacob Bauer known for?
Jacob Bauer has skills like Leadership Development, One On One, Finance, Sports, Money Management.
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