Summary
Overview
Work History
Education
Skills
Timeline
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Jacob Heiring

Gurnee

Summary

Financial Advisor with 5+ years of experience in financial planning and portfolio management, adept at crafting tailored investment strategies that enhance long-term financial outcomes. Demonstrates innovative approaches in client acquisition and relationship management, fostering trust and satisfaction while staying current on market trends. Proven track record in leading teams and optimizing operational processes, resulting in substantial improvements in efficiency and profitability.

Overview

15
15
years of professional experience

Work History

Financial Advisor

Northwestern Mutual
01.2020 - Current
  • Consult clients on financial goals and risk, crafting personalized plans for retirement and taxes.
  • Manage portfolios valued over $25 million, with tailored investments, enhancing long-term financial outcomes.
  • Foster client trust through regular updates and reviews, ensuring plan alignment.
  • Stay current on market trends to provide informed, strategic financial advice.
  • Expand client base by identifying and securing new business opportunities.
  • Designed and executed personalized financial strategies, leading to substantial improvements in client portfolio performance and satisfaction.
  • Developed a streamlined process for onboarding new clients, markedly reducing the time to establish financial plans and increasing efficiency.

General Manager

Lettuce Entertain You
01.2015 - 01.2020
  • Led recruitment and training, enhancing team efficiency and morale.
  • Boosted customer satisfaction through exceptional service strategies.
  • Optimized financial performance by managing budgets and cost controls.
  • Cultivated strong community and vendor relationships for sustained growth.
  • Delivered comprehensive sales and inventory reports to inform decisions.
  • Implemented cost control measures that optimized budget allocations, leading to noticeable gains in profitability and resource allocation.
  • Analyzed sales trends to create strategic initiatives, resulting in marked improvements in customer engagement and retention.
  • Developed community outreach programs that strengthened local ties, boosting brand visibility and enhancing customer loyalty.
  • Led team of over 120+ employees.

Assistant General Manager

Midlane Country Club
01.2011 - 04.2015
  • Directed daily operations, achieving substantial improvements in member satisfaction and retention rates through enhanced service delivery.
  • Fostered a team-oriented culture, leading staff training programs that resulted in marked gains in operational efficiency and employee morale.
  • Analyzed financial reports to optimize budgeting, enabling strategic resource allocation and improving overall financial performance.
  • Implemented a new member feedback system, streamlining communication and driving actionable insights for service enhancements.
  • Cultivated strong relationships with members, demonstrating exceptional interpersonal skills to address concerns promptly and effectively.
  • Streamlined operational workflows, resulting in noticeable gains in member engagement and overall satisfaction rates.

Education

Business Management

University of Wisconsin-Parkside
01.2010

Skills

  • Sales expertise
  • Client Acquisition
  • Team Management
  • Consulting
  • Relationship Management
  • Financial Planning
  • Portfolio Management
  • Risk Assessment
  • Budget Management
  • Strategic Planning
  • Market Analysis

Timeline

Financial Advisor

Northwestern Mutual
01.2020 - Current

General Manager

Lettuce Entertain You
01.2015 - 01.2020

Assistant General Manager

Midlane Country Club
01.2011 - 04.2015

Business Management

University of Wisconsin-Parkside

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Jacob Heiring