Andrew DiFiore
Largo,FL
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Proven success of supporting client financial goals through astute investment guidance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
Clearwater, FL
09.2024 - Current
- Collaborate with two financial consultants to manage a client book surpassing 800 clients.
- Leverage extensive product knowledge across managed solutions, annuities, and retail products to guide strategic planning and decision-making.
- Uncover financial planning and consolidation opportunities by following a structured appointment process to understand each client's unique situation.
Relationship Manager
Fidelity Investments
Clearwater, FL
01.2024 - 09.2024
- Partnered with four financial consultants to foster relationships with Fidelity's most valuable clients.
- Facilitated client contact strategy by leveraging our analyst's latest insights, alongside current market trends.
- Met with an average of 8 clients weekly to address immediate needs and ensure their financial plan is up to date.
Central Relationship Manager
Fidelity Investments
Orlando, FL
01.2023 - 01.2024
- Partnered with six different wealth management teams to engage their clients and connect them with their financial consultants and supporting staff.
- Executed outbound calls to prospective clients, showcasing the value of financial consultants in achieving goals.
- Collaborated biweekly with wealth management teams to strategize on client engagement and support.
Financial Services Representative
Charles Schwab
Orlando, FL
07.2022 - 01.2023
- Introduced clients to the various investment products and services offered by Schwab and TD Ameritrade to achieve financial objectives.
- Resolved complex issues by applying analytical skills and effective communication methods.
- Enhanced client retention through empathetic communication and patience during support calls.
Education
BBA - Finance
University of Central Florida
Orlando, FL05.2022
Certification
- Series 7, Series 66, 2-15 (Life, Health, and Annuities)
Timeline
Planning Consultant
Fidelity Investments
09.2024 - Current
Relationship Manager
Fidelity Investments
01.2024 - 09.2024
Central Relationship Manager
Fidelity Investments
01.2023 - 01.2024
Financial Services Representative
Charles Schwab
07.2022 - 01.2023
BBA - Finance
University of Central Florida