Cole Mecham
Saratoga Springs,UT
Summary
Motivated Workplace Wealth Planning Help Desk, with experience advising clients on investment strategies, retirement and financial planning. Strong background in understanding and presenting information on financial markets and products, and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
Work History
Workplace Wealth Planning Help Desk
Fidelity Investments
10.2022 - Current
- Obtained series 9, 10.
- Maximized performance by monitoring daily activities, and mentoring team members on proper book management, sales language, financial planning and investment concepts.
- Interviewed and presented trainings to new employees focusing on increasing technical skills and sales acumen.
Workplace Planning Consultant II
Fidelity Investments
09.2021 - 10.2022
- Met with high net-worth core market 401k participants to discuss assets, expenses, and investment goals to devise personalized financial plans and investment portfolios.
- Responsible for over 100 million in client flows and retention.
Workplace Planning Consultant I
Fidelity Investments
01.2021 - 09.2021
- Collaborated with cross-functional teams to align on sales processes and lead generation.
- Handled inbound and outbound prospect calls to provide investment and financial planning services for lower market 401k participants.
Workplace Planning Associate
Fidelity Investments
05.2020 - 01.2021
- Obtained series 7 and 66.
- Met and exceeded production and appointment booking targets to contribute to overall sales goals and revenue of company.
Assistant Executive Director
Legally Mine
11.2019 - 05.2020
- Established and maintained strong relationships with high-net-worth customers, vendors and strategic partners, such as Financial Advisors, CPA firms, and Attorneys, to facilitate the creation mixed asset protection strategies.
Operations Team
Cost Segregation Authority
11.2019 - 03.2020
- Collaborated with project managers, contractors, local governments, and real estate investors to obtain necessary information for preparing depreciation estimates and reports.
Education
Bachelor of Science - Finance Ant
Western Governors University
Salt Lake City, UT09.2024
Timeline
Workplace Wealth Planning Help Desk
Fidelity Investments
10.2022 - Current
Workplace Planning Consultant II
Fidelity Investments
09.2021 - 10.2022
Workplace Planning Consultant I
Fidelity Investments
01.2021 - 09.2021
Workplace Planning Associate
Fidelity Investments
05.2020 - 01.2021
Operations Team
Cost Segregation Authority
11.2019 - 03.2020
Assistant Executive Director
Legally Mine
11.2019 - 05.2020
Bachelor of Science - Finance Ant
Western Governors University
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