JANELLE MAURO
Oviedo,FL
Summary
Motivated Investment Consultant with 10+ years of financial services experience. Results-oriented with exemplary passion for developing relationships, assessing client needs, and helping clients achieve long term financial success. Focused on surpassing expectations, enhancing knowledge and driving business results.
Overview
11
11
years of professional experience
Work History
Investment Consultant
Fidelity Investments
Altamonte Springs, FL
10.2021 - Current
- Prospected from existing business and warm leads.
- Cultivated and strengthened relationships with new clients and educated clients on Fidelity's offering.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Developed recommendations specific to client's financial situations on retirement planning, maximizing savings, investment strategies, and income planning.
- Over 12M in converted business.
Planning Consultant
Fidelity Investments
Altamonte Springs, FL
08.2020 - 09.2021
- Partnered with Financial Consultant to establish and deepen client relationships through complex financial planning.
- Profiled to understand planning needs, identify appropriate solutions, and uncover opportunities.
- Closed 16M across managed solutions, funds, and annuities.
- Maintained organized contact strategy utilizing Salesforce.
- Managed branch seminar schedule to drive engagement, retention, and consolidation.
- Excellence in Action winner Q2 of 2021.
Senior Relationship Manager
Fidelity Investments
Altamonte Springs, FL
07.2016 - 08.2020
- Utilized consultative selling techniques to determine client priorities and goals.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Identified opportunities through targeted book scrubs.
- Gained proficiency running retirement analysis and profiling for managed accounts.
Relationship Manager
Fidelity Investments
Altamonte Springs, FL
03.2014 - 07.2016
- Managed Financial Consultant practice by implementing a structured client contact strategy with approximately 30 dials and/or emails per day.
- Identified new areas of opportunity for asset consolidation and sales development.
- Met with clients to assess needs and utilized planning software to help clients get a holistic view of their financial picture.
Financial Representative
Fidelity Investments
Millburn, NJ & Altamonte Springs, FL
05.2012 - 03.2014
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Utilized prospecting techniques to identify opportunities and generate leads to sales team.
Financial Advisor
Langdon Ford Financial
Parsippany, NJ
01.2011 - 05.2012
- Provided professional recommendations on investment strategies, products and services based on each clients' individual needs.
- Built strong interpersonal relationships with clients and provided ongoing support.
- Generated leads to bring in new business through prospecting, referrals, networking, and seminars.
- Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
Education
Bachelor of Fine Arts - Interior Design
Kean University
Union, NJ05.2008
Bachelor of Arts - Psychology
Rutgers University
New Brunswick, NJ05.1999
Skills
- Wealth management
- Financial planning
- Relationship building and management
- Client needs assessments
- Written and verbal communication
- Problem-solving
- Analytical thinking
- Meticulous attention to detail
- Goal-oriented
- Strong interpersonal skills
- Salesforce
Professional Registrations and Licenses
- FINRA general securities series 7 & 66 registrations
- Life and health insurance licenses
Timeline
Investment Consultant
Fidelity Investments
10.2021 - Current
Planning Consultant
Fidelity Investments
08.2020 - 09.2021
Senior Relationship Manager
Fidelity Investments
07.2016 - 08.2020
Relationship Manager
Fidelity Investments
03.2014 - 07.2016
Financial Representative
Fidelity Investments
05.2012 - 03.2014
Financial Advisor
Langdon Ford Financial
01.2011 - 05.2012
Bachelor of Fine Arts - Interior Design
Kean University
Bachelor of Arts - Psychology
Rutgers University