Jared Goldberg
About Jared Goldberg
Jared Goldberg is a Senior Account Executive at Trust & Will, where he manages relationships with Registered Investment Advisors and financial advisors to enhance client value. He has a diverse background in finance and account management, having worked at various financial institutions and companies across the United States.
Work at Trust & Will
Jared Goldberg serves as a Senior Account Executive at Trust & Will, a position he has held since 2024. In this role, he manages relationships with Registered Investment Advisors (RIAs) and financial advisors to enhance client value. His contributions focus on making estate planning accessible and affordable through a modern platform. Goldberg is also involved in partnerships with organizations such as AARP, Los Angeles Kings, and San Diego Wave, which aim to provide estate planning benefits. Additionally, he collaborates with leading financial institutions like USAA, UBS, Fifth Third Bank, and Northwestern Mutual to support estate planning initiatives.
Previous Experience in Financial Services
Prior to his role at Trust & Will, Jared Goldberg held various positions in the financial services sector. He worked at SmartAsset as a Senior Account Executive - Team Lead from 2022 to 2024 and as an Account Executive from 2021 to 2022. His experience also includes a brief tenure as a Financial Advisor at Morgan Stanley in 2019. Earlier in his career, he served as a Client Service Officer at Peapack-Gladstone Bank Private Banking from 2017 to 2019. His diverse roles have equipped him with a comprehensive understanding of client relationship management and financial advisory services.
Education and Expertise
Jared Goldberg earned his Bachelor's degree in Finance from the University of Tampa's John H. Sykes College of Business, completing his studies from 2012 to 2016. His educational background provides a solid foundation for his career in financial services. This expertise is reflected in his ability to manage client relationships effectively and contribute to estate planning initiatives at Trust & Will.
Career Development and Roles
Throughout his career, Jared Goldberg has held various roles that demonstrate his growth in the financial services industry. He began as a Sales Development Specialist at The Furniture X-Change and transitioned to business development roles at qualifiedMEETINGS. His experience spans multiple positions, including Team Lead and Business Development Representative, showcasing his ability to adapt and lead in different environments. This trajectory has led him to his current position at Trust & Will, where he continues to build on his skills.