Jake Niles
Client Services Coordinator @ Raleigh Wealth Solutions | Sales | Business Finance | General Securities RR
- Role
- Processing Client Service Coordinator at Raleigh Wealth Solutions
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Jake Niles
Licensed Series 7 and 66 financial professional focused on helping individuals and families build long-term financial confidence. At Fidelity Investments, I guide clients through investment strategies, retirement planning, and wealth management with an emphasis on clarity and education.With a background in leading high-performing sales teams, I bring proven skills in trust-building, goal setting, and delivering tailored solutions. Bilingual in Spanish and conversational in French, I value meaningful connections and approach every client relationship with discipline, adaptability, and a growth mindset.
Experience
Processing Client Service Coordinator
Sep 2025 — Present · Cary, NC, US
Education
Wake Technical Community College
Associate of Arts - AA, Business Finance
2019 — 2021
Southern New Hampshire University
Bachelor's degree, Finance
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