Aiden Valdez
Dallas,TX
Summary
Results-oriented Workplace Planning Consultant skilled in client relationship management and financial coaching. Leverages strong communication and critical thinking to educate clients on investment strategies and ensure satisfaction. Series 7 and 66 licensed, focused on driving client success.
Overview
6
6
years of professional experience
Work History
Workplace Planning Consultant
Fidelity Investments
Dallas, Texas
06.2024 - Current
- Built strong client relationships through consultative approach, enhancing client satisfaction and retention
- Experience with inbound/outbound leads and customer engagement
- Strong communication, technology, and time management skills
- Demonstrated deep understanding of financial markets and retirement planning to effectively advise clients on investment strategies
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provided high-level guidance tailored to clients' needs, offering comprehensive financial coaching beyond investments
- Demonstrate integrity that points towards doing right by the clients at every opportunity
- Obtained Series 7 and Series 66 licenses to provide comprehensive financial advice.
Sales Associate
Crest Cadillac
Frisco, Texas
12.2023 - 05.2024
- Cultivated customer relationships to drive repeat business
- Writing, presenting, negotiating, and finalizing sales contracts
- Developing tools to track personal sales opportunities, potential deals, and sales contracts
- Followed up with customers to confirm product knowledge and satisfaction
- Resolving customer concerns to promptly maintain satisfaction
- Scheduled appointments with customers to discuss their needs
- Initiated outbound calls to explore additional sales opportunities
Sales Associate
Sewell Lexus
Dallas, Texas
05.2021 - 11.2023
- Ensured customer satisfaction while achieving sales objectives
- Ranked among top 10 sales associates for four consecutive quarters
- Coordinated collaboration between departments to enhance service delivery
- Applied problem-solving skills to meet customer needs and create lasting impressions
Education
Bachelor of Business Administration - Marketing
Texas Tech University, Rawls College of Business
Lubbock, Texas05-2021
Associate of Business Administration -
South Plains College
Lubbock, Texas05-2019
Skills
- Client Engagement Techniques
- Microsoft Office Suite
- Oral Communication
- Critical Thinking
- Relationship Management
- Attention to detail
- Collaboration
- Financial Advisory Services
- Investment Strategy Development
- Financial planning
Timeline
Workplace Planning Consultant
Fidelity Investments
06.2024 - Current
Sales Associate
Crest Cadillac
12.2023 - 05.2024
Sales Associate
Sewell Lexus
05.2021 - 11.2023
Bachelor of Business Administration - Marketing
Texas Tech University, Rawls College of Business
Associate of Business Administration -
South Plains College