Eric Kaltenbach
Lone Tree,CO
Summary
Driven Financial Advisor working directly with clients on comprehensive planning providing peace of mind and confidence. Adept at resolving issues promptly, fostering team collaboration. Skilled in problem-solving, communication, and multitasking to deliver consistent results.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor & Planner - WM
Empower Personal Wealth
Greenwood Village, CO
01.2022 - Current
- Conducted in-depth market analysis to inform investment strategies and optimize client portfolios.
- Developed personalized financial plans aligning with clients' goals and risk tolerance.
- Managed relationships with clients, providing ongoing support and strategic guidance.
Investment Consultant
Fidelity Investments
Novi, MI
11.2019 - 07.2021
- Performed comprehensive Financial Planning with Clients.
- Achieved top 10% in sales, $30MM in managed money in 2020, 10 million flows in.
- Virtual Office since 03/2020
Relationship Manager
Fidelity Investments
Novi, MI
01.2019 - 11.2019
- Actively engaged in Client Management.
- Built and maintained business plans with Advisers to help individual performers reach their goals.
Workplace Planning & Advice
Fidelity Investments
Greenwood Village, CO
07.2018 - 12.2018
- Advised workplace participants and partnered with participants to provide Financial Planning.
Retirement Relationship Manager
Fidelity Investments
CO
02.2017 - 06.2018
- Served as comprehensive adviser with workplace participants. Managed a book of 1000+ clients with over $600MM is assets.
- Maintained Top 10% participant satisfaction throughout 16-month period.
Retirement Solutions Rep
Fidelity Investments
CO
03.2016 - 02.2017
- Advised workplace Participants regarding investments and retirement planning.
Investment Solutions Rep
Fidelity Investments
CO
08.2015 - 03.2016
- Investment Advisor for clients in Personal Investing (IRA, Trust Accounts).
- Consistently ranked in top 10% throughout time in role.
Full Trader
Fidelity Investments
CO
11.2014 - 08.2015
- Worked directly with clients trading investments and practiced good relationship management.
Education
Bachelor of Science (BS) - Business Management
Metro State University of Denver
COSkills
- Capital Market Analysis
- Financial Planning
- Client Relationship Management
- Cross-functional coordination
- Risk Management
- Client retention strategies
Certification
- Series 7 – Securities License
- Series 63 – Uniform Securities Agent License
- Series 65 – Investment Advisors License
Timeline
Senior Financial Advisor & Planner - WM
Empower Personal Wealth
01.2022 - Current
Investment Consultant
Fidelity Investments
11.2019 - 07.2021
Relationship Manager
Fidelity Investments
01.2019 - 11.2019
Workplace Planning & Advice
Fidelity Investments
07.2018 - 12.2018
Retirement Relationship Manager
Fidelity Investments
02.2017 - 06.2018
Retirement Solutions Rep
Fidelity Investments
03.2016 - 02.2017
Investment Solutions Rep
Fidelity Investments
08.2015 - 03.2016
Full Trader
Fidelity Investments
11.2014 - 08.2015
Bachelor of Science (BS) - Business Management
Metro State University of Denver