Jake Croland
Charleston
Summary
Motivated Financial Advisor with a strong foundation in investment planning, retirement solutions, and client acquisition. Proven expertise in prospecting, conducting discovery meetings, and delivering customized recommendations that align with clients' goals, risk tolerance, and time horizons. Committed to building lasting relationships through exceptional service and strategic financial guidance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Financial
01.2025 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built and managed long term client relationships through personalized, goals based advice.
- Developed and implemented comprehensive financial plans covering retirement, investments, insurance, and risk management.
- Assisted with life insurance and annuity solutions to support income protection and legacy goals.
- Generated new client relationships through referrals, prospecting, and lead generation.
- Constructed diversified portfolios using equities, fixed income, mutual funds, and ETFs.
Restaurant Service Specialist
Heavy's Barburger
04.2024 - 01.2025
- Responded to customer requests for products, services, and company information.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Worked full time while studying to become a licensed financial advisor.
Education
Bachelor of Science - Business Administration
College of Charleston
Charleston, SC05.2023
Skills
- Strong organizational and teamwork skills
- Open and clear communicator
- Quickly acquiring new skills, self-teaching, and self-learning
- Exceptional critical thinking, and time management skills
- Investment strategy and asset allocation
- Financial planning and analysis
- Portfolio construction and rebalancing
- Retirement planning
- Insurance and annuity planning
- Trust building and long term relationship development
Certification
- Microsoft Excel (Microsoft 365 apps and office 2019)
- South Carolina Producer Life, Accident and Health Insurance
- Series 7 Certification- General Securities Representative
- SIE- Securities Industry Essentials
- Series 63- Uniform State Law Examination
- Series 65- Uniform Investment Adviser Law Examination
Timeline
Financial Advisor
Prudential Financial
01.2025 - Current
Restaurant Service Specialist
Heavy's Barburger
04.2024 - 01.2025
Bachelor of Science - Business Administration
College of Charleston