Hannah Shaw
Amherst,NH
Summary
Licensed and experienced financial professional seeking meaningful career in Financial Planning. Actively pursuing Certified Financial Planner™ Certificate at the University of New Hampshire. Showcasing a range of investment skills from executing trades and reviewing daily trade blotters, to developing long-lasting investment strategies alongside customers. Extensive and decorated leadership experience with training large numbers of new associates both for trade accuracy and phone conversation efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Services Onboarding Team Leader
Fidelity Investments
06.2022 - 06.2024
- Trained large teams of Fidelity's newest hires to obtain FINRA licenses and develop into phone representatives. Achieved successful pass rates and top-quality team metrics.
- Implemented effective coaching strategies to support associate development and enhance performance.
- Earned Leader of the Month August 2023 for exceptional contributions to the broader team; received Complexity Slayer award for resolving complex issues.
Investment Solutions Onboarding Coach & Help Desk
Fidelity Investments
Merrimack, NH
04.2022 - 06.2022
- Created effective individualized coaching plans for Investment Solution Representatives that enhanced customer experience.
- Developed workshops directed for associates to improve customer support in retirement and savings strategies.
- Advised national branches on systems and resolve issues with complex customer portfolios, facilitating improved service delivery and retention of customers.
Investment Solutions Representative
Fidelity Investments
03.2021 - 04.2022
- Developed tailored investment strategies for diverse customer needs while maintaining deep client connections that lasted.
- Educated clients on investment products and services.
- Collaborated with financial advisors to enhance client engagement and retention.
- Received two quarterly Excellence in Action awards and two Associate of the Week awards for delivering exceptional customer service and going above and beyond for the team culture.
Customer Relationship Advocate
Fidelity Investments
08.2020 - 03.2021
- Diligently worked to obtain FINRA Series licenses in order to place portfolio trades for clients over the phone. Maintained an accurate and efficient process to deliver top quality customer service.
- Established rapport with clients to resolve stated inquiry and uncover underlying needs to connect them to the correct resources.
Education
Current - Studying For Certified Financial Planner™ Cert
University of New Hampshire
2027
Master of Arts - Teaching
Maine College of Art
Portland, MEBachelor of Fine Arts - Painting
Maine College of Art
Portland, MESkills
- Investment planning
- Active listening
- Team management
- Finance
- Sales
- Customer service experience
Certification
FINRA Series 9&10, FINRA Series 66, FINRA Series 63, FINRA Series 7, FINRA SIE, CRD # 7287041
Timeline
Client Services Onboarding Team Leader
Fidelity Investments
06.2022 - 06.2024
Investment Solutions Onboarding Coach & Help Desk
Fidelity Investments
04.2022 - 06.2022
Investment Solutions Representative
Fidelity Investments
03.2021 - 04.2022
Customer Relationship Advocate
Fidelity Investments
08.2020 - 03.2021
Master of Arts - Teaching
Maine College of Art
Bachelor of Fine Arts - Painting
Maine College of Art
Current - Studying For Certified Financial Planner™ Cert
University of New Hampshire