ANDREW FINN
Fidelity Investments
Cincinnati,OH
1
Certification
6
years of professional experience
Client-focused financial professional supporting retirement planning, investment guidance, and plan reviews that align with changing goals. Partners with internal specialists to help clients understand planning tools, legacy planning, and Medicare options while guiding smooth asset movement and strong service.
Work History
Planning Consulant
1 Year 6 Months- Advised Fidelity clients on retirement planning and investment options to align with individual financial goals.
- Guided clients through Fidelity planning tools and account features to better define their retirement goals.
- Reviewed and adjusted financial plans to ensure alignment with evolving client objectives.
- Collaborated with subject matter experts to enhance client understanding of legacy planning and Medicare options.
Fixed Income Specialist (ISR 2)
3 Years- Provided information and guidance on fixed income markets and securities for both internal business partners and Fidelity clients.
- Developed and presented bond portfolios for clients who required secured income streams and limited risk exposure.
- Collaborates with FC/BC teams, working towards the acquisition of outside assets and has a net inflow of $62 million in 2024 with $20 million in the last quarter alone.
Investment Solutions Rep
1 Year- Guided clients through planning conversations to establish investment goals and educate them on strong investing principles.
- Reviewed these goals along with each client's unique financial situation to make appropriate investment recommendations.
- Presented managed solutions for clients without the Will, Skill, or Time to manage their own portfolios.
Education
Bachelor of Science - Finance
Skills
Teamwork
Communication
Presenting
Customer Service
Organization
Retirement planning
Portfolio analysis
Certification
- Series 7, Series 63, and Series 66
- Health and Life Insurance
Timeline
Planning Consulant
Fidelity Investments
05.2025 - CurrentRead More
Fixed Income Specialist (ISR 2)
Fidelity Investments
05.2022 - 05.2025Read More
Investment Solutions Rep
Fidelity Investments
05.2021 - 05.2022Read More
Miami University-Oxford
Bachelor of Science from Finance
Read More