Jake Cole in

Jake Cole

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Senior Retirement Relationship Consultant at Sapers & Wallack, Inc.
📍 Boston, Massachusetts, United States

Jake Cole is a Senior Retirement Relationship Consultant at Sapers & Wallack, a role he grew into after joining as a consultant. He specializes in holistic retirement services, leveraging his experience from John Hancock. He holds Series 7, 63, and 66 licenses and earned a B. S. in Finance from Providence College.

Outside of his financial career, Jake is an avid hockey enthusiast, coaching a youth hockey team to a state championship. He is passionate about staying active and enjoys golf, traveling, and trying new recipes. He also participates in charity hockey games benefiting foundations that support veterans.

His greatest personal accomplishment is finishing the 2019 Boston Marathon.

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Experience
8 Years
Current Role
Senior Retirement Relationship Consultant
Job Level
Middle
Location
Boston, Massachusetts, United States
Personality Overview

How Jake shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jake cares about

Holistic Financial Planning
Writes blog posts on maximizing employee benefits beyond salary, such as HSAs and Roths, to build long-term wealth.
Retirement Services
His career is focused on retirement plan consulting, and he was recently promoted to a senior role in this field.
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Career

Work history

9-2024
Senior Retirement Relationship Consultant
Sapers & Wallack, Inc.
1-2022 - 9-2024
Retirement Relationship Consultant
Sapers & Wallack, Inc.
12-2020 - 1-2022
Regional Representative, Business Consultant
John Hancock Investment Management
7-2017 - 12-2020
Rollover Education Specialist
John Hancock Retirement
6-2016 - 8-2016
Retirement Plan Services Intern
John Hancock Retirement
In the press

Media appearances

Jake Cole – Sapers & Wallack, Inc. Team Member. Featured in Sapers & Wallack, Inc.
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Education
2013 - 2017
Bachelor of Science (B.S.)
Providence College
2016 - 2016
Entrepreneurship & Innovation
DIS - Study Abroad
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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