Jacob Nose
Wealth Management Intern at True Wealth Design
- Role
- Wealth Management Intern at True Wealth Design
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Jacob Nose
True Wealth Design helps successful families \"Plan Retirement Smarter and Live Retirement…
Experience
Wealth Management Intern
May 2025 — Present · Akron, OH, US
As a Wealth Management Intern at True Wealth Design, I supported the advisory team in delivering personalized financial planning and investment strategies to high-net-worth clients. My responsibilities included assisting in the preparation of comprehensive financial plans, conducting investment research and portfolio analysis to support client recommendations aligned with fiduciary standards, utilizing financial planning software (MoneyGuide) to model scenarios and generate client-ready reports, participating in client meetings and taking detailed notes to ensure accurate follow-up and implementation of action items, and collaborating with advisors to refine internal processes and enhance client service delivery. This experience deepened my understanding of holistic financial planning and reinforced the importance of a client-centric, evidence-based approach to wealth management.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.