Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bradley Miller

Jacksonville

Summary

Motivated to progress into an advanced financial planning role where I can expand my expertise, take greater ownership of client relationships, and contribute to long-term client financial success.

Overview

1
1
Certification
5
5
years of professional experience

Work History

Workplace Planning Consultant II

Fidelity Investments
Jacksonville, FL
06.2026 - Current

Workplace Planning Consultant I

Fidelity Investments
Jacksonville, FL
04.2025 - 06.2026

Client Relationship Advocate

Fidelity Investments
Jacksonville, FL
12.2023 - 04.2025

Manager / Sales

Houligans Restaurant
Ormond Beach, Fl
08.2021 - 05.2023

Education

BBA - Finance

University of Central Florida
Orlando, Fl

Skills

  • Self Motivated
  • Excellent Communication
  • Teamwork and Collaboration
  • Curiosity
  • Coachable
  • POI
  • EPG
  • FRM Model
  • PGC
  • Savings Hierarchy

Certification

  • FL-215 Life Including Var. Annuity & Health
  • SIE
  • Series 7
  • Series 63
  • Series 66
  • CFP Pending

Timeline

Workplace Planning Consultant II

Fidelity Investments
06.2026 - Current

Workplace Planning Consultant I

Fidelity Investments
04.2025 - 06.2026

Client Relationship Advocate

Fidelity Investments
12.2023 - 04.2025

Manager / Sales

Houligans Restaurant
08.2021 - 05.2023

BBA - Finance

University of Central Florida
Bradley Miller