Kimberly Jobson
Senior Vice President Financial Advisor at Wealth Enhancement Group
- Role
- Senior Vice President Financial Advisor at Wealth Enhancement
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Kimberly Jobson
My best day is when I can help my clients navigate the steps to achieving their…
Experience
Senior Vice President Financial Advisor
Jun 2019 — Present
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
Education
Kaplan University
CFP, Finance and Financial Management Services
2018 — 2019
College for Financial Planning
Chartered Retirement Planning Counselor
2013 — 2014
West Chester University of Pennsylvania
B.A., Psychology
2005 — 2009
Skills
- Marketing
- Time Management
- Staff Development
- Powerpoint
- Microsoft Excel
- Leadership
- Microsoft Word
- Public Speaking
- Microsoft Office
- Research
- Team Building
- Wealth Management
- Fundraising
- Marketing Strategy
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