John Boughton
Fort Worth,TX
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative
Fidelity Investments
04.2025 - Current
- Lead comprehensive client discovery to clarify goals, retirement timelines, risk tolerance, and overall financial priorities, forming the basis for personalized planning conversations.
- Provide end-to-end support by handling both planning guidance and full-service needs — including account maintenance, money movement, trading assistance, and problem resolution.
- Maintain a consistent, relationship-focused approach through thorough follow-ups, accurate documentation, and a commitment to a high-quality client experience.
- Identify higher-asset clients with more complex needs and connect them with dedicated financial advisors to ensure deeper planning and portfolio management support.
Platoon Leader
Texas Army National Guard
05.2023 - Current
- Led and developed a team of 40 personnel, ensuring high performance, cohesion, and successful execution of complex operations.
- Managed logistics, supply chain, and transportation operations, optimizing efficiency and resource allocation.
- Supervised operational processes, enforced safety and compliance standards, and conducted risk assessments to maintain integrity and mission success.
- Collaborated with senior leadership to improve operational workflows and enhance team readiness.
- Mentored and coached junior team members, fostering leadership development and a high-performing culture.
Customer Relationship Advocate
Fidelity Investments
11.2023 - 04.2025
- Handle core service functions including trade placement, RMD processing, beneficiary updates, transfers, and account maintenance while ensuring precision and a smooth client experience.
- Built trust and rapport with clients through active listening and personalized communication, ensuring a positive and supportive experience.
- Collaborated with internal teams to ensure seamless follow-through and complete resolution of client requests.
- Identified deeper planning or trading needs and connected clients with appropriate specialists or advisors for more comprehensive guidance.
Service Department Support
Southwest Materials Handling
06.2023 - 11.2023
- Responded to customer inquiries and provided technical assistance over the phone and in person.
- Generated reports to track performance and analyze trends.
- Followed up with customers to offer additional support and check resolution satisfaction.
Leasing Agent
Hill Place Apartments
07.2022 - 05.2023
- Interacted with customers by phone, email, or in person to provide information.
- Performed background, reference and credit checks as part of the screening process of prospective tenants.
- Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
Education
Bachelor of Science - Business Administration
University of Arkansas
Fayetteville, AR05.2023
Skills
- Retirement planning
- Portfolio management
- Wealth management
- Communication
- Coordination and Teamwork
- Customer Relationship Management
Certification
- Series 7
- Series 63
- Series 66
- Soft Skills for Sales Professionals (2018)
Awards
Eagle Scout
Timeline
Investment Solutions Representative
Fidelity Investments
04.2025 - Current
Customer Relationship Advocate
Fidelity Investments
11.2023 - 04.2025
Service Department Support
Southwest Materials Handling
06.2023 - 11.2023
Platoon Leader
Texas Army National Guard
05.2023 - Current
Leasing Agent
Hill Place Apartments
07.2022 - 05.2023
Bachelor of Science - Business Administration
University of Arkansas