Jackie Jenkins
Retirement Plan Advisor at Empower
- Role
- Retirement Plan Advisor at Empower
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Jackie Jenkins
Jackie joined the Trust and Investment Management Group at Bank of Ann Arbor in 2007. She specializes in retirement planning and is responsible for managing a portfolio of workplace retirement plans and investment management accounts. Jackie has held previous positions in sales management and compliance analysis. She graduated from Gettysburg College, and completed coursework at The Robert M. Perry School of Banking and the New York Institute of Finance. Additionally, she has completed her Certificate of Financial Planning from the Eastern Michigan University. Jackie is actively involved in the community appointed as board member to the Pinckney Schools Foundation as well as being the Chair of the United Way of Washtenaw County’s Women’s Leadership Initiative/Power of the Purse for three years and serving as a UWWC Women’s Leadership Initiative/Power of the Purse board member thru March 2015. Recognized by the UWWC and awarded the Poppenger Award in 2013 - an annual UWWC award recognizing community contribution. Long-term Client Base, Experienced Conference and Event Speaker / Presenter, Maintains Up-to-date Knowledge in the Financial Industry, Advises on Industry Trends and Regulatory Environment, Skilled in Delivering Impactful Employee Communication on Workplace Savings Plans, Small Group Lecturer, Community Advocate and Volunteer for causes that assist women and families in SE MI.
Experience
Retirement Plan Advisor
Oct 2022 — Present · MI, US
Conduct individual and group presentations to educate and improve retirement outcomes. Develop strategic partnerships with assigned client, large not-for-profit, 403(b) plan. Maximize impact on participants, satisfy service level agreements and provide outstanding client care.
Education
Eastern Michigan University
Financial Planning Certificate Program
2008 — 2010
Financial Services Institute of MI, Inc.
Continuing Education required for an Individual Insurance License, Resident Producer, State of Michigan, Qualifications: Life and Variable Annuities
2012 — 2016
Gettysburg College
BA, English Lit
1982 — 1986
Neumann Preparatory
High School, College Prep
1979 — 1982
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