FAQ
Who is Jonathan Hastings
A senior Finance major and Marketing minor at Salisbury University, SIE certified, and an aspiring financial planner targeting paraplanner and wealth management.
What skills does Jonathan Hastings have in Financial Planning
Hands-on expertise in Tax Prepartion and Billing Analysis, CRM Data Management, spreadsheet modeling in Google Sheets, and Client Support and Operations.
What intenrship or work experiences does Jonathan Hastings have?
Experience as a Financial Intern at Wrought Financial Planning (cleaning client data, preparing tax docs, analyzing billing) and a Data Analyst & Operations intern at Davis Strategic Developemtn (managing 50+ properties datasets in Rent Manager), alongside client-facing leadership roles at Petsmart and Fizz.
Is Jonathan Hastings open to paraplanner roles in Philadelphia or South Jersey?
Yes, I am actively seeking full-time Paraplanner, Associae Financial Advisor, or Wealth Management Associate positions in the Philadelphia metropolitan area and Southern New Jersey starting upon graduation.