Connor Ivins
Provo
Summary
Experienced planning professional with success helping clients to develop and implement holistic investment strategies through a variety of investment strategies and products. Driven to build meaningful relationships with clients through planning to help them achieve fulfilling lifetime goals.
Overview
3
3
years of professional experience
Work History
Investment Solutions Representative 3
Fidelity Investments
08.2023 - Current
- Worked with clients in a more in depth and personalized manner to develop holistic financial plans and recommendations
Investment Solutions Representative 2
Fidelity Investments
04.2023 - 08.2023
- Helped clients with financial planning and finding the right investment product for their unique situations.
- Worked with clients to implement fixed income strategies into overall financial goals and plans
Investment Solutions Representative 1
Fidelity Investments
08.2022 - 04.2023
- Discussed financial options with clients and provided informed suggestions.
Customer Relationship Advocate
Fidelity Investments
06.2021 - 08.2022
- Certified Stockbroker assisting clients with service-related needs including stock trading
- Worked with clients to find solutions to financial service issues.
Education
CFP -
Dalton Education - University of Tennessee
12.2023
Bachelor of Science - Exercise Science
Brigham Young University
01.2022
Skills
- Excellent People Skills
- Works well with a team
- Critical Thinking and Problem Solving
- Calendar & Schedule Management
- FINRA Series 7, 63, & 66 Certified
- Annuity Licensed and Appointed
- Managed Account Experience
- Salesforce Proficiency
- CFP® Education Completed
References
- Kyle Jenks, Investment Solutions Representative 3 Manager
- Brett Ovard, Investment Solutions Representative 2 Manager
Timeline
Investment Solutions Representative 3
Fidelity Investments
08.2023 - Current
Investment Solutions Representative 2
Fidelity Investments
04.2023 - 08.2023
Investment Solutions Representative 1
Fidelity Investments
08.2022 - 04.2023
Customer Relationship Advocate
Fidelity Investments
06.2021 - 08.2022
CFP -
Dalton Education - University of Tennessee
Bachelor of Science - Exercise Science
Brigham Young University
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