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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Versatile, results-oriented Executive Leader with 10+ years of experience in leadership and client support roles within the financial services industry. Advanced experience in leading daily client service operations along with steadfast listening skills which provide a valuable asset/tool to clients and ensures high productivity levels. Equipped with a significant level of communication and interpersonal abilities in addition to a strong background in effectively fostering positive relationships with others.


Key Competencies


Financial Planning/Analysis Sales/Business Development Client Engagement/Retention

Investment Products Detailed Financial Analysis Complex Problem Solving Strategy Development

Oral/Written Communication Productivity/Efficiency Presentation Design Growth Management


Professional Experience

Fidelity Investments February 2016-Present

Regional Retirement Planner/401K Sales

  • Direct day to day sales and territory management logistics within a fast-paced environment with a focus on increasing productivity and operational efficiency levels
  • Identify and contact up to 50 prospective clients per week, work with clients to identify their financial goals, and make appropriate product recommendations
  • Maintain an expert level knowledge of various investment products with a focus on 401k products in addition to creating detailed presentations and marketing materials
  • Recognized as the Top Producer in the Region and #5 in the United States
  • Awarded 2018 Fidelity Investments Tax Exempt Market Customer Satisfaction Award which is awarded to 1 out of 350 Retirement Planners with the highest satisfaction rates


Mercer Global Advisors July 2015-December 2015

Regional Vice President

  • Coordinated financial operations within the organization with a concentration on a territory consisting of Georgia, Florida, South Carolina, North Carolina, Tennessee, Alabama, and Mississippi
  • Designed and implemented lead generation techniques which improved the results of lower performing branches, created sales presentations on investment and planning, and held national sales call presentations which coached other staff members on the sales process
  • Recognized as the Top Producer-New Hire Class 2015


USAA Wealth Management August 2013-July 2015

HNW Wealth Manager

  • Provided financial planning and consultation to individuals within USAA s high net worth book of business which centered on identifying client financial goals and making financial recommendations
  • Coached clients on various financial products which included SMA s, mutual funds, and fixed income portfolios along with diffusing escalated client service situations
  • Ranked #2 Wealth Manager in Relationships and YTD Production


TD Ameritrade April 2013-August 2013

Investment Consultant

  • Worked with the organization s high net worth clients in the identification and implementation of appropriate financial solutions based on their individual needs
  • Performed industry research in order to maintain a knowledge of current market trends in addition to working with RIA firms to develop opportunities and solutions for clients

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Professional Experience Continued:

Fidelity Investments May 2010-April 2013

Investment Consultant

  • Provided investment and financial guidance to clients within a specified territory which centered on developing long-term relationships and improving operational revenue
  • Coached clients on potential investment strategies based on their current financial goals, developed detailed financial plans, and provided training to new consultants
  • Supported various products which included managed accounts, strategic and tactical allocation strategies, mutual funds, annuities, and bond/CD ladders
  • Achieved a #1 Ranking in the Southeast and #5 in the United States


E*Trade Financial January 2008-April 2010

Elite Financial Service Representative

  • Provided service and support to the organization s active and highest revenue generating clients which required superior time management and communication abilities
  • Assisted customer with inquiries related to finance and/or investing, processed account updates, and trained/coached new hires as needed


Education & Professional Development

Master s of Science, Applied Economics, Financial and Regional Economics

Georgia Southern University, Statesboro, GA


Bachelor of Business Administration, Economics

The University of West Georgia, Carrollton, GA


CFP Certification, The University of Georgia

Certified Investment Management Analyst, The University of Pennsylvania



Certified Financial Planner, Financial Planning Association of GA

Certified Investment Management Analyst, Investment Management Consultants Association

Certified Trust and Financial Advisor

Chartered Alternative Investment Analyst, Chartered Alternative Investment Analyst Assc.

FINRA: Clean U4, Series 7, 65, 63










Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx





Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging new career opportunity as (JOB TITLE) and am submitting my resume for your review. In advance, thank you for your time and consideration.


As demonstrated in the accompanying resume, my professional qualifications include a strong background in strategic leadership and financial management roles with experience in handling identifying client financial goals, making appropriate product recommendations, and overseeing investment account performance. In addition, I have strong experience in building positive rapport with both internal and external teams and implementing effective sales/business development strategies.


Select Highlights Include:


  • Achieved a #1 Ranking in the Southeast and #5 in the United States while at Fidelity Investments along with Ranking #2 Wealth Manager in Relationships and YTD Production at USAA


  • Awarded 2018 Fidelity Investments Tax Exempt Market Customer Satisfaction Award which is awarded to 1 out of 350 Retirement Planners with the highest satisfaction rates


  • Stellar educational background which includes several certifications and a Master s degree in Applied Economics, Financial and Regional Economics


As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.





Yyyyyy x. yyyyyy



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