Christian Neret
Miami,FL
Summary
Organized Planning Consultant and exceptional multitasker with top-notch verbal and written communication skills. Offering over 4 years of hands-on experience servicing clients, managing relationships, developing business opportunities, managing client accounts, and presenting financial products.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
03.2023 - Current
- Develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and long-term objectives
- Create customized financial plans that include retirement planning, investment strategies, tax planning, and estate planning
- Help clients build diversified portfolios that align with their risk tolerance and time horizon
- Provide expert advice on Fidelity's investment options and products
- Guide clients in planning for retirement by analyzing current financial situations, projecting future income needs, and recommending appropriate retirement solutions
- Stay updated on the latest market trends, financial products, and industry regulations
- Participate in ongoing training and professional development opportunities
Relationship Manager
Fidelity Investments
02.2022 - 03.2023
- Identify and assess potential opportunities among in-book and non-book clients, facilitating growth and expanding the reach of the Financial Consultants
- Engage with clients to discuss and recommend our range of financial products, effectively coordinating and scheduling appointments with Advisors for further consultation
- Design and organize webinars and seminars that deliver valuable insights on key financial topics, enhancing client knowledge and engagement
- Prepare and present Quarterly Market Updates, providing clients with timely and relevant information on current market trends and events
Financial Representative
Fidelity Investments
06.2020 - 02.2022
- Maintain the front lobby of the Coral Gables office, ensuring a welcoming and professional environment for all clients
- Assist clients with the process of opening new accounts, ensuring a smooth and efficient experience
- Oversee the proper documentation and processing of all paperwork
- Uncover potential new business opportunities for our Financial Consultants, contributing to the growth of the branch.
Education
Bachelor of Social Science in Economics -
Florida State University
Skills
- Advanced Spanish Speaker
- Communication
- Customer Service
- Data Visualization
- Economics Major
- Excel
- Relationship Building
- Statistical Analysis
Certification
- Series 7
- Series 63
- Series 65
- 215 Insurance License
Timeline
Planning Consultant
Fidelity Investments
03.2023 - Current
Relationship Manager
Fidelity Investments
02.2022 - 03.2023
Financial Representative
Fidelity Investments
06.2020 - 02.2022
Bachelor of Social Science in Economics -
Florida State University
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