Brenleigh Rigsbee
Raleigh,NC
Summary
Client‑focused Financial Representative with hands‑on branch experience, proven teamwork skills, and a strong commitment to professional growth. Known for delivering high‑quality service, building client relationships, and supporting advisors through effective collaboration and operational excellence. Actively seeking to transition into a Planning Consultant role by expanding advisory capabilities, developing planning expertise, and partnering closely with clients to support their long‑term financial goals.
Overview
3
3
years of professional experience
Work History
Financial Representative
Fidelity Investments
Raleigh, NC
07.2025 - Current
- Served as the first point of contact for clients, managing lobby flow, greeting clients, and triaging walk‑in needs to ensure efficient and high‑quality service.
- Ensured timely and compliant processing of client documentation through accurate scanning, quality checks, and adherence to compliance guidelines.
- Partnered closely with colleagues to assist with client service needs, strengthening advisor‑client relationships and improving overall branch productivity.
- Identify and uncover opportunities through client conversations, escalating potential needs to advisors or appropriate partners.
Bartender
Oak City Group
Raleigh, NC
10.2023 - Current
- Provided exceptional customer service by engaging patrons and creating a welcoming atmosphere.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
Financial Services Representative
Fidelity Investments
Raleigh, NC
06.2024 - 07.2025
- Obtained FINRA Series 7 and Series 66 licenses, demonstrating commitment to professional growth and regulatory knowledge.
- Completed comprehensive training on firm systems, policies, and procedures to effectively support client service operations.
- Spent one day per week in the branch environment to shadow Financial Representatives, gaining hands-on exposure to in-branch operations and client interactions.
- Demonstrated adaptability by effectively transitioning between call center responsibilities and branch-based client support.
Education
Bachelor of Science - Business Administration
North Carolina State University
Raleigh, NC05-2024
Skills
- Customer service
- Relationship building
- Teamwork and collaboration
- Adaptability
- Reliability
- Problem-solving
Timeline
Financial Representative
Fidelity Investments
07.2025 - Current
Financial Services Representative
Fidelity Investments
06.2024 - 07.2025
Bartender
Oak City Group
10.2023 - Current
Bachelor of Science - Business Administration
North Carolina State University