Jacob Loeffert
Pittsburgh,PA
Summary
Dedicated financial advisory intern with a strong background in client relations and effective multitasking. Known for providing exceptional customer service and conducting thorough market research to enhance investment strategies. Ready to contribute to a dynamic financial team.
Overview
4
4
years of professional experience
Work History
Financial Advisory Intern
Jumet Financial
Beaver Falls, PA
05.2026 - Current
- Conducted financial analysis to support client investment strategies.
- Assisted in preparing detailed financial reports and presentations for client meetings.
- Collaborated with senior advisors to refine financial planning processes and tools.
- Researched market trends and investment opportunities for client portfolios.
- Developed comprehensive spreadsheets for tracking client assets and performance metrics.
- Provided administrative support, streamlining workflow within the advisory team.
- Maintained strict confidentiality of sensitive client information, adhering to ethical guidelines at all times.
Retail Sales Associate - Golf
Dicks Sporing Goods
Pittsburgh, PA
05.2025 - 08.2025
- Assisted customers with product selection and inquiries to enhance shopping experience.
- Maintained store presentation and organization, ensuring merchandise was visually appealing.
- Processed transactions accurately using point-of-sale systems to improve checkout efficiency.
- Collaborated with team members to meet sales goals and create a positive work environment.
Golf Operations Staff
The Club at Nevillewood
Presto, PA
08.2023 - 08.2025
- Assisted in daily operations, ensuring seamless member experiences and high service standards.
- Managed inventory levels, facilitating timely restocking of supplies and equipment.
- Collaborated with team members to maintain cleanliness and organization of facilities.
- Trained new staff on operational procedures, fostering a supportive learning environment.
- Greeted clients and guests and assisted with variety of questions to foster exceptional customer service.
Lifeguard
The Club at Nevillewood
Presto, PA
05.2022 - 08.2023
- Monitored pool area to ensure safety and compliance with regulations.
- Responded swiftly to emergencies, providing first aid and CPR as needed.
- Assisted in maintaining cleanliness and organization of pool facilities.
- Educated members on water safety practices and rules.
Education
Bachelor of Science - Finance
Slippery Rock University of Pennsylvania
Slippery Rock, PA05-2028
Skills
- Microsoft Excel expertise
- Cash flow analysis
- Insurance planning
- Retirement planning
- Portfolio management
- Asset allocation
- Financial software proficiency
- Customer service
- Effective multitasking
- Client relations
- Work prioritization
- Financial reporting
Timeline
Financial Advisory Intern
Jumet Financial
05.2026 - Current
Retail Sales Associate - Golf
Dicks Sporing Goods
05.2025 - 08.2025
Golf Operations Staff
The Club at Nevillewood
08.2023 - 08.2025
Lifeguard
The Club at Nevillewood
05.2022 - 08.2023
Bachelor of Science - Finance
Slippery Rock University of Pennsylvania