Dawn Urbanovsky
Summary
Experienced coach and Financial Advisor with two decades of experience in the financial industry. Mastery of the Fidelity relationship model and the planning process. One of my core business beliefs is that success is rarely achieved alone. This is why I'm passionate about helping individuals reach their full potential and achieve their definition of success.
Overview
18
18
years of professional experience
Work History
Investment Solutions Consultant
Fidelity Investments
02.2022 - Current
- Collaborate with branch leadership to identify primary skills and create coaching plans for consultants with emphasis placed on the FRM planning process of Discovery, Emergency, Protection and Growth, Asset Protection and Income Planning
- Coaching consisted of creating coaching plans with framework of Tell, Show, ACT, Do
- Facilitated learning sessions, pre-appointment planning, joint appointments and branch presentations
- Host bi-monthly EPG National Learning Session
- EIA winner – Q4 2023 & Q2 2024
Financial Consultant
Fidelity Investments
04.2018 - 02.2022
- Partnered with clients to understand their unique needs and concerns
- Together we built goal based financial plans that provided flexibility, protection and growth so that clients can achieve their long term financial goals while having peace of mind
- Mentor new advisors and Investment Consultants
Senior Relationship Manager
Fidelity Investments
05.2013 - 04.2018
- Identify new areas of opportunity to retain and grow Fidelity assets that deepen client relationships
- Work alongside Financial Consultants and dedicated books of high net worth clients to provide supplemental financial planning along with high touch support for more complex service needs
Registered Client Service Associate
Morgan Stanley Wealth Management
09.2011 - 05.2013
- Support Financial Advisors and their high-networth clients
- Deepen client relationships and drive financial planning opportunities
Financial Consultant
TIAA
07.2007 - 08.2011
- Promoted for consistent ranking in overall sales figures as individual consultant
- Increase investment product sales through regular client meetings and discussions that cover investment strategy, asset allocation, capital markets/economy and goals/objectives of the client
- Coach and train Individual Consultants in lead generation
Education
BA - Marketing and Economics
The University of Texas at Arlington
Series 7, 63 & 65
Life & Health Insurance License
Timeline
Investment Solutions Consultant
Fidelity Investments
02.2022 - Current
Financial Consultant
Fidelity Investments
04.2018 - 02.2022
Senior Relationship Manager
Fidelity Investments
05.2013 - 04.2018
Registered Client Service Associate
Morgan Stanley Wealth Management
09.2011 - 05.2013
Financial Consultant
TIAA
07.2007 - 08.2011
BA - Marketing and Economics
The University of Texas at Arlington
Series 7, 63 & 65
Life & Health Insurance License