Jonathan Smith
About Jonathan Smith
Jonathan Smith is a Financial Education Project Manager at Alight Solutions with extensive experience in financial planning and management.
Company
Jonathan Smith is currently working at Alight Solutions as a Financial Education Project Manager. He has held this position since July 2019. Alight Solutions is known for providing integrated technology, payroll, HR, and financial solutions to a multitude of clients.
Title
Jonathan Smith's current title is Financial Education Project Manager. In this role, he manages financial education projects, ensuring clients understand financial planning, risk management, investments, and various other financial subjects. His responsibilities likely include developing educational content and coordinating with different departments to deliver comprehensive financial education programs.
Work Experience at Apollon Wealth Management
Jonathan Smith worked at Apollon Wealth Management, LLC as an Insurance and Planning Coordinator from 2018 to 2019 in the Charlotte, North Carolina Area. During his one year tenure, Smith coordinated insurance and financial planning efforts, contributing to the company's commitment to comprehensive wealth management.
Work Experience at Northwestern Mutual
Jonathan Smith has a long history working at Northwestern Mutual - Carlson & Associates in Charlotte, North Carolina Area. His roles included Director of Insurance & Investments (2016-2018), Business Manager (2008-2016), Financial Representative (2008), Associate Financial Representative (2007-2008), and Intern (2007). These positions showcased his diverse skill set in insurance, investments, business management, and financial representation.
Education and Expertise
Jonathan Smith achieved a Certified Financial Planner Program certification from Queens University of Charlotte after studying there from 2013 to 2015. He earned a B.S. in Business Administration with a concentration in Finance from the University of North Carolina at Charlotte, attending from 2005 to 2007. Prior to that, he obtained an Associate of Arts degree from Rowan-Cabarrus Community College, studying from 2003 to 2005. Smith has a solid foundation in financial planning, covering risk management, investments, estate planning, tax basics, and college planning.