Colton Kucera
Taylor Mill,KY
Summary
Finance professional with extensive experience in customer relationship management and retirement account support. Demonstrated reliability and adaptability with a proven ability to resolve complex client issues. Strong communication skills utilized to foster relationships and enhance team performance. Background as a former student-athlete contributes to a disciplined and competitive approach.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Retirement Representative (High Net Worth)
Fidelity Investments
Covington, Kentucky
02.2026 - Current
- Serve as primary point of contact for high-net-worth clients, providing tailored support through phone and digital channels to enhance client satisfaction.
- Support clients with retirement accounts, including IRAs, Roth IRAs, rollover accounts, and employer-sponsored plans, ensuring compliance with their financial goals.
- Assist with account maintenance, contributions, distributions, and beneficiary updates to streamline client account management.
- Process complex transactions while ensuring compliance with firm policies and regulatory requirements.
Customer Relationship Advocate
Fidelity Investments
Covington, Kentucky
09.2024 - 02.2026
- Provided exceptional customer service by managing inbound calls and assisting clients with trade requests, money movement, and online inquiries.
- Built strong client relationships by effectively resolving complex account issues.
- Developed in-depth knowledge of financial products and customer relationship management, utilizing tools and resources to deliver accurate client support.
- Earned Series 7 and Series 63 licenses in this role.
Education
Bachelor's - Finance
Northern Kentucky University
Highland Heights, Kentucky05-2024
Skills
- Client Relationship Management
- Financial Product Knowledge
- Problem Solving
- Time Management
- Organization
- Detail Oriented
- Teamwork and Collaboration
- Communication
- Work Ethic
Certification
- Series 7
- Series 63
Timeline
Retirement Representative (High Net Worth)
Fidelity Investments
02.2026 - Current
Customer Relationship Advocate
Fidelity Investments
09.2024 - 02.2026
Bachelor's - Finance
Northern Kentucky University