Daniel LaCroix
RIVERVIEW
Summary
Planning Consultant professional enthusiastically seeking a Workplace Financial Consultant position to assist clients with reaching there full financial potential. Bringing sound understanding of Retirement planning within workplace retirements savings plans. Organized, communicative and reliable with willingness to travel to meet with clients. Specialties include Financial Planning and expertise in workplace savings plans.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
SARASOTA
03.2022 - Current
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Collaborated with financial team to define and modify best practices, document procedures and address business objectives.
- Leveraged knowledge of retirement modeling, investments and risk management to serve as SME.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Recommended strategies to clients to help achieve financial goals.
Relationship Manager
Fidelity Investments
SARASOTA
07.2020 - 03.2022
- Established strong client relationships to drive business development.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
Financial Representative
Fidelity Investments
SARASOTA
04.2019 - 07.2020
- Processed and documented customer and institutional payments.
- Reviewed customer applications and pursued missing information to complete submissions.
- Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
- Discussed client financial options to keep customers informed regarding transactions.
Workplace Planning and Advice Consultant II
Fidelity Investments
Durham
07.2017 - 04.2019
- Helped customers find specific products, answered questions and offered product advice.
- Engaged customers in friendly, professional dialogue to determine needs.
- Worked with fellow sales team members to achieve group targets.
- Developed trusting relationships with customers by making personal connections.
- Assessed customer needs to provide assistance and information on product features.
Financial Associate
Fidelity Investments
Durham
02.2016 - 07.2017
- Helped customers with concerns about financial products or services.
- Administered employee insurance, pension and savings plans.
- Understood and followed oral and written directions.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
Education
Bachelor of Science - Business
Florida Gulf Coast University
Fort Myers, FL01.2014
Skills
- Business Development
- Data Gathering and Documentation
- Implementation Support
- Salesforce
- Financial Goal Planning
- Customer Service
- Developing Financial Plans
- Planning for Retirement
Certification
- FINRA License series 7
- FINRA License series 66
Timeline
Planning Consultant
Fidelity Investments
03.2022 - Current
Relationship Manager
Fidelity Investments
07.2020 - 03.2022
Financial Representative
Fidelity Investments
04.2019 - 07.2020
Workplace Planning and Advice Consultant II
Fidelity Investments
07.2017 - 04.2019
Financial Associate
Fidelity Investments
02.2016 - 07.2017
Bachelor of Science - Business
Florida Gulf Coast University