John Helmers
Financial Services Professional at 49 Financial
Based in Charlotte, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
336
Contact information
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j•••••••@49financial.com
Phone
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Background
About John Helmers
Hello! I’m Jack Helmers, a finance major with a real estate concentration at the University of North Carolina at Charlotte, and I will graduate in 2025. A hands-on internship at Modern Woodman Financial complements my academic journey. I have honed my skills in creating tailored financial solutions that align with client goals and obtained a Life Insurance License while pursuing an SIE certification. I channeled my entrepreneurial spirit as the founder and owner of Rinse N Repeat Power Washing, managing significant corporate contracts and overseeing all financial aspects. My early career in sales at Aptive Environmental taught me invaluable lessons in customer interaction and team management and consistently led me to perform above company standards in customer retention. I am actively involved in the Charlotte Club Wrestling Team outside of professional endeavors. I serve as the Service and Philanthropy chair for Alpha Sigma Phi, where I lead community service initiatives and foster team and community development. I am passionate about combining my financial acumen with my leadership and operational skills to create positive outcomes for clients, businesses, and the community. Let's connect!
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