Jake Blair

About Jake Blair

Experienced Instructor with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Microsoft Word, Sales, and Investments. Strong education professional with a Bachelor of Science from California University of Pennsylvania.

Experience

1. Financial Service Advisor

   Networth Advisors

   Nov 2021 — Present · Canonsburg, PA, US

   Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering client questions about financial plans and strategies and giving financial advice.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.Analyzing financial data received from clients to develop strategies for meeting clients\' financial goals.Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.Implementing financial plans or referring clients to professionals who can help them.Managing and updating client portfolios.Contacting clients regularly to discover changes in their financial status.Maintaining current client base.

Education

• PennWest California

  Bachelor of Science - BS, Business Administration and Management, General

  2011 — 2016

Skills

• Time Management
• Social Media
• Social Media Marketing
• Microsoft Excel
• Customer Service
• Team Building
• Management
• Microsoft Office
• Sales
• Sports
• Sports Management
• Microsoft Word
• Marketing
• Leadership
• Public Speaking
• Teamwork
• Facebook
• Research
• Microsoft Powerpoint