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Jacob Squires

Jacob Squires

Popcorn Manager

Followers of Jacob Squires355 followers
location of Jacob SquiresDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Financial Planning Associate

  • Education

    • Amplified Planning

      2024 - 2024
      The Externship, Financial Planning Services

      This virtual, asynchronous 8-week program took approximately 20 hours per week. Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planningWatched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor. Became certified in eMoney Advisor and gained experience in… Tunjukkan lagi This virtual, asynchronous 8-week program took approximately 20 hours per week. Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planningWatched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor. Became certified in eMoney Advisor and gained experience in Asset-Map, Redtail CRM, and Morningstar Advisor Workstation, which included live sessions with representatives from each company.Learned planning perspectives and best practices from 50+ industry expertsInteracted with guest experts and fellow externs on live calls.Earned 500 hours toward CFP® Board experience requirements Tunjukkan kurang

    • University of Central Missouri

      2010 - 2014
      Bachelor's Degree Marketing

      Business Administration Marketing

  • Experience

    • Squires Farms

      Jan 1999 - Nov 2014
      Popcorn Manager

      • Sold “Jacob’s Popcorn” over 4 years at Missouri state fair, ages 8-12.

    • James C. Kirkpatrick Library

      Jan 2010 - Jan 2014
      Student Worker

      • Maintained records of daily activities to streamline book flows and fostered relationships with patrons.

    • University of Central Missouri

      Jan 2010 - Jan 2014
      Student

    • Richter Excavating

      Feb 2011 - Feb 2014
      Operator/Laborer

      • Collaborated in a team environment to complete tasks and meet strict deadlines.

    • MarineMax Dallas

      Nov 2014 - Jan 2015
      Sales Consultant

      • Engaged with executive-level clients to understand and address their needs, educating them on options to meet their families' boating needs. • Established and nurtured relationships, acting as a liaison throughout the purchasing process.

    • North Texas Marine

      Jan 2016 - Jan 2025
      Sales Consultant

      • Worked with diverse clients, including high-net-worth individuals nearing retirement (aged 50-60), to understand their needs, find the right boat to meet their goals, and align purchases with budget goals.• Utilized CRM systems to manage client communications, track budgets, and achieve goals, fostering repeat and referral business.• Collaborated effectively in a team with a median age of 61, maintaining a strong group dynamic.• Developed a Google workbook adopted company-wide to streamline workflows between sales and service departments, significantly increasing efficiency. Tunjukkan kurang

    • Amplified Planning

      Jun 2024 - Jan 2024
      Intern

      • 8-week program dedicating 15-25 hours per week and earning 500 CFP experience hours.• Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning. • Observed real client meetings, conducted financial analyses, and developed financial plans.• Participated in expert-led training sessions and gained proficiency in eMoney, Morningstar Advisor, Asset-Map, Redtail, and other fintech tools. Tunjukkan kurang

    • Aspen Wealth Management

      Jan 2025 - now
      Financial Planning Associate

  • Licenses & Certifications