BRAYDEN HOLKER
Keller,TX
Summary
Obtain a position that will facilitate growth and development. Continue to build a strong foundation to become a successful Financial Consultant.
Overview
2
2
years of professional experience
Work History
Planning Consultant
Fidelity Investments
01.2024 - Current
- Conducted appointments with clients to provide personalized financial guidance.
- Established client relationships through connecting and discovering clients financial goals.
- Built strong relationships with Financial Consultants through weekly meetings and ongoing development.
- Focused on finding opportunities to continue to grow within my role and better myself.
Relationship Manger
Fidelity Investments
04.2023 - 12.2023
- Built and maintained relationships with new and existing clients.
- Identified new business opportunities through outbound dialing and due diligence.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust.
- Efficiently scheduled meetings weekly for Financial Consultants that led to meaningful financial planning for clients.
Investment Solutions Representative
Fidelity Investments
09.2022 - 03.2023
- Created quality conversations with clients through Fidelity Relationship Model
- Discussed financial options with clients and provided valuable guidance using Planning and Guidance Center resources
- Identified clients financial needs and concerns to use information obtained to highlight importance of working with a financial advisor
- Stayed curious to discover clients financial goals, outside assets, and potential opportunities
Education
Master of Science - Personal Financial Planning
Texas Tech University
Lubbock, TX05-2024
Bachelor of Finance -
Utah Valley University
Orem, UT08.2021
Associate of Science -
Snow College
Ephraim, UT12.2019
Associate of Science -
Southern Utah University
Cedar City, UT04.2017
Skills
- Engage well with clients
- Coachable
- Self Driven
- Motivated
- Competitive
- Ability to Learn Quickly
- Problem Solving
- Time Management
Licenses and Certifications
- SIE
- Series 7
- Series 63
- Series 66
- Insurance License
Timeline
Planning Consultant
Fidelity Investments
01.2024 - Current
Relationship Manger
Fidelity Investments
04.2023 - 12.2023
Investment Solutions Representative
Fidelity Investments
09.2022 - 03.2023
Master of Science - Personal Financial Planning
Texas Tech University
Bachelor of Finance -
Utah Valley University
Associate of Science -
Snow College
Associate of Science -
Southern Utah University
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