Jacob Schiessl

Experience

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  Pick 'n Save

  Mar 2017 - May 2021

  Online Grocery Pickup

  • Worked in customer service as a cashier and in online pick-up department. • Quick understanding of technology and reliable customer relations are used often.

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  SECURA Insurance

  May 2021 - Sept 2021

  Underwriting Assistant Intern

  • Working alongside commercial underwriters. • Setting up files, sending emails, working with excel spreadsheets and other information systems that are used in the insurance industry.• Much work in small teams and collaboration.

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  JL3 Financial

  Jun 2022 - now

  • Set meetings with existing and potential clients over the phone• Execute trades for clients, over the phone and though Charles Schwab online portal. • Using Harbour Investments as a Broker Dealer - Clearing firm is through Charles Schwab• Work closely with a financial advisor and other team members to complete a variety of back office work• Maintain and expand upon relationships with clients and wholesalers• Holding license's in Life and Health Insurance in the state of Wisconsin. SIE, and Series 7. Show less

  • Client Service Associate

    Jun 2023 - now

  • Client Service Associate

    Jun 2022 - now
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  Cornerstone Wealth Management, USA

  Jun 2022 - Jun 2023

  Financial Advisor Intern

  • Engaging current clients and deepening the relationship they have with the firm, including making calls, sending correspondence, and setting meetings with the Financial Advisor. • Create financial plans with the Financial Advisor using E-Money and prepare reports for the client meetings. • Craft and introduce additional reports that may be helpful during meetings • Office support to the Financial Advisor, Client Service Associates, and Office Administrator, including filling out forms, following up with paperwork with clients, working with investment companies to move paperwork along. Show less