Andrew Kessler
Fidelity Investments
Monument,CO
18
years of professional experience
Dynamic Financial Consultant with expertise in retirement planning and investment consulting. Proven ability to enhance client engagement and deliver tailored financial solutions, driving measurable results.
Work History
Workplace Financial Consultant III
10 Years 10 Months- Responsible for Participant Engagement for a book of large 401(k) clients ( Oracle, Microsoft, S&P Global, MolsonCoors, Northwestern Energy)
- Engaged with external board of directors and committees to outline and refine annual business planning objectives.
- Designed and launched Microsoft Neos (new hire orientation) to strengthen client relationships and promote organizational best practices.
- Assessed individual participant needs through one-on-one meetings to provide strategic retirement planning solutions.
- Developed and presented informative seminars covering a range of financial topics to encourage proactive financial management among participants.
- Established and maintained meaningful connections with clients and participants by delivering exceptional customer service and ensuring regular communication.
Retirement Relationship Manager
1 Year 1 Month- Engaged with a book of 550 terminated Fidelity 401(k) participants to provide strategic solutions for achieving retirement objectives.
- Build retirement models using the Planning and Guidance Center to show the need for an annuity or managed account solution
- Led training sessions for junior staff on best practices in client relationship management and financial advising.
- Exceeded goals for participation the KPIs as well as led the nation in CEI scores
Investment Solutions Representative
1 Year- Helped establish the Greenwood Village Fidelity presence
- Guided clients in developing tailored investment strategies to meet financial goals.
- Analyzed market trends and provided insights to enhance portfolio performance.
- Educated clients on product offerings, ensuring informed decision-making regarding investments.
Account Executive
5 Years 6 Months- Utilized CRM systems to track client interactions and optimize follow-up actions based on engagement metrics.
- Presented innovative financial strategies during client meetings, contributing to increased asset retention rates.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Education
Bachelor of Arts - Communication Studies
- Extracurricular Activities: Hockey
- Elected Captain of College Club Hockey Team
- Entrepreneurship Member
Skills
Series 7&66 licensure
Colorado insurance license
CRPC designation
Retirement Planning
Investment consulting
Income strategies
Client Relationship Management
Business development
Analytical thinking
Customer service
Time management
Verbal and written communication
Timeline
Workplace Financial Consultant III
Fidelity Investments
10.2015 - CurrentRead More
Retirement Relationship Manager
Fidelity Investments
09.2014 - 10.2015Read More
Investment Solutions Representative
T. Rowe Price
09.2013 - 09.2014Read More
Account Executive
T. Rowe Price
03.2008 - 09.2013Read More
University of Northern Colorado
Bachelor of Arts from Communication Studies
Read More