DAVID SERVIDEO
Hackensack,NJ
Summary
Dynamic financial consultant with a proven track record at Fidelity, managing over $72 million in assets. Expert in wealth management and retirement planning, leveraging strong communication and analytical skills to deepen client relationships. Recognized for innovative strategies that enhance client satisfaction and drive business growth.
Overview
11
11
years of professional experience
Work History
Financial Consultant I / Financial Consultant
Fidelity
Paramus, NJ
06.2023 - Current
- Grew and developed a book of over 430 Fidelity Wealth Management clients, consisting of $72 million in assets under management, and $312 million in total assets under advisory.
- Engaged prospective clients and deepened existing client relationships by guiding clients through the Fidelity Relationship Model.
- Lead and empowered wealth management team. Created and adhered to a practice plan that equipped our team to work efficiently by outlining role clarity, responsibilities, and best practices.
Planning Consultant
Fidelity Investments
Paramus, NJ
07.2021 - Current
- Actively expanding knowledge of investment solutions through training and branch seminars.
- Engaging prospective clients, and re-engaging existing clients by leading with planning.
- Developing and strengthening client relationships by focusing on the Fidelity Relationship Model, and standard of care.
- Embracing the introduction of wealth management teams. Partnering directly with other associates is enabling us to deliver an outstanding customer experience.
- Leveraging digital tools such as Salesforce, and the Advisor Client Engagement tool is expanding capacity and improving overall efficiency/productivity.
Financial Professional
Equitable Advisors LLC
New York, NY
08.2014 - 06.2021
- Built a holistic financial planning practice consisting of $18.5M of assets under management and account/cash values within life insurance and annuity products, including $115M of life insurance death benefits.
- Developed 145+ client relationships by helping identify their risks, concerns, and needs.
- Grew relationships by providing clients with education on the investments and solutions which precisely mitigated risk, addressed their concerns, and fulfilled their needs.
- Guided clients through the implementation process of these strategies.
- Continuously managed relationships with a diverse portfolio of institutional and individual clients.
- Earned recognition and awards by being an early adaptor of technological change prior to COVID-19.
- Enhanced client experience and satisfaction by utilizing digital planning programs and tools, e-paperwork, and offering virtual meetings.
- Influenced other financial professionals and peers to transform their traditional planning methods into a more agile and efficient processes.
- Participated in projects with information technology departments to improve digital tool and program designs/execution.
- Acquired prospective clients through virtual meetings, eliminating travel time to and from in-person meetings
- Improving traditional perspective client acquisition.
- Consistently tracked metrics and key performance indicators to ensure maximum efficiency.
- Created a comprehensive financial planning process consisting of detailed questioning and listening skills, modernized financial forecasting tools, relevant marketing materials, and informative MS PowerPoint and Excel presentations.
- This helped them maintain focus throughout the onboarding stages.
- Constantly adjusted and updated the process along the way to maximize meeting effectiveness and reduce time per meeting.
- Actively reviewed client's financial progress, evaluated investment performance and managed trading within portfolios, identified industry and unique client changes then adjusted investment strategies to improve financial fitness.
- Supporting recommendations and replacement rationale based off objective data.
- Expanded and strengthened client relationships by maintaining consistent communication and service, adopted automated marketing tools, and leveraged CRM systems such as Salesforce to expand bandwidth.
- Earned referrals by operating at a high level of integrity and competence.
- Attended ongoing training and virtual courses to expand knowledge and optimize advice.
- Coached new hires and lead them to become self-sufficient financial professionals.
- Discovered new technological features and innovative sales techniques, presented "best practices" to a diverse audience of colleagues and senior leaders at branch wide seminars.
Education
BBA - Marketing
Iona College
New Rochelle, NY01.2014
Skills
- Strong communication
- Problem-solving
- Analytical thinking
- Organizational
- Wealth management
- Retirement planning
Additional Information
- FINRA , Series 7, Series 65, & Series 63 Licensed / NJ State Life Accident & Health Insurance Licensed.
Timeline
Financial Consultant I / Financial Consultant
Fidelity
06.2023 - Current
Planning Consultant
Fidelity Investments
07.2021 - Current
Financial Professional
Equitable Advisors LLC
08.2014 - 06.2021
BBA - Marketing
Iona College