Courtney John
San Francisco
Summary
Personable candidate committed to helping clients meet financial goals and develop a trusted partnership with their Advisory Team. Three years of experience seeking out opportunities to develop interpersonal skills and industry knowledge to deliver a high quality client experience. Passionate about developing strong relationships and leading with education so that clients can feel confident in their advisor and empowered to make the best financial decision.
Overview
4
4
years of professional experience
Work History
Investment Consultant
Fidelity Investments
05.2023 - Current
- Develop strong relationships with clients, ensuring trust and confidence in their investment decisions before implementation of a strategy.
- Educate clients on how to plan for the future and take into account any tax implications and risk factors that may prevent them from achieving their goals.
- Meet with a diverse range of clients, and have consistently gotten feedback from clients that my education and guidance is easy to comprehend, transparent, and is void of judgement.
- Clearly outline Fidelity offering and services to higher net worth clients and seamlessly connect them with a local Advisor who would best meet their needs
Relationship Manager
Fidelity Investments
04.2022 - 05.2023
- Due to a shortage in coverage, was responsible for covering nine financial Consultants for roughly six months, four of whom were VP Financial Consultants
- Built and maintained relationships with new and existing clients by providing high quality service and communication of their needs to the assigned advisor.
- Responded to customer inquiries and resolved complaints by emphasizing a dedication to fulfill their request in a timely manner.
- Was assigned by my manager to be the branch lead for increasing digital adoption of new software such as: Guided Service and ACE.
- Gave presentations in several branch and market meetings for digital adoption to increase accountability which assisted in improving out branches numbers
Financial Representative
Fidelity Investments
06.2021 - 04.2022
- Facilitated front counter transactions with a range of clients, making a conscious effort to connect first an understand their specific need.
- Followed service requests from start to finish to ensure tasks were completed for both walk in clients, and clients of our Consultants.
- Lead client interactions with a clear outline of next steps and leveraged other Fidelity teams to assist with implementation.
- Pursued continuous improvement in my role by participating in a market wide mentorship program and seeking out coaching from our branch's Consultants.
Education
Bachelor of Arts - Political Economy
University of California, Berkeley
Berkeley, CA05-2021
Bachelor of Science - Economics
University of California, Berkeley
Berkeley, CA05-2021
Skills
- Retirement and Financial planning
- Verbal and written communication
- Customer Service-oriented
- Creative thinking
- Attention to detail
- Problem-solving abilities
Timeline
Investment Consultant
Fidelity Investments
05.2023 - Current
Relationship Manager
Fidelity Investments
04.2022 - 05.2023
Financial Representative
Fidelity Investments
06.2021 - 04.2022
Bachelor of Arts - Political Economy
University of California, Berkeley
Bachelor of Science - Economics
University of California, Berkeley
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