Joshua Boltz
CINCINNATI,OH
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Leadership experience developing team culture that inspires enthusiasm around mission and business opportunity, align personal, client, and professional goals, supports growth and development of associates, and executes on business objectives through consistent communication and supportive accountability.
Overview
19
19
years of professional experience
Work History
Financial Consultant
Fidelity Investments
09.2014 - Current
- Provided dedicated financial planning support for over 350 high net worth households
- Financial planning focus on retirement, health care, college, estate, and philanthropy
- Aligned planning process with Fidelity 5 Core Skills to drive client success with investment strategy, income diversification, risk management, and tax-efficiency
- Built strong relationships with clients through consistent communication and exceptional customer service, resulting in strong NPS and client loyalty
Retirement Relationship Manager Leader
Fidelity Investments
01.2013 - 08.2014
- Lead senior sales associates responsible for driving loyalty, retention, crossover, and acquisition through focus on financial planning and guidance delivery.
- Project Manager for Site Leadership Cabinet
- Developed and implemented new leader training curriculum
Retirement Solutions Leader
Fidelity Investments
09.2011 - 01.2013
- Lead sales associates responsible for retention, crossover, and acquisition of termed DC participants
- Piloted Outbound Sales team responsible for testing, skill development, and building capacity of RSR associates
- Functional lead for National Sales Campaigns
Private Client Group Leader
Fidelity Investments
02.2010 - 08.2011
- Lead team of experienced associates responsible for delivering industry-leading service and trading support for Fidelity's high net worth clients
- Functional lead for National Sales Campaigns
- Piloted Hub & Spoke relationship model cross-channel with IL and TN branches.
Client Services Leader
Fidelity Investments
07.2007 - 01.2010
- Onboarding new associates to Fidelity and supporting them from licensing to skill development ranging from complex service support to securities trading
- Functional Lead for National Sales Campaign
- Brokerage Champion aligned with Regional Brokerage Consultant to drive knowledge of breath of brokerage platform and lead generation
Stock Plan Services Associate
Fidelity Investments
12.2005 - 06.2007
- Delivered guidance to plan participants for both captive and external equity compensation plans
- Obtained CEP level 1
- Promoted to Senior Trader responsible for peer coaching and development
Learning & Communications Facilatator
Fidelity Investments
10.2006 - 01.2007
- Facilitated New Hire Training
- Facilitated Small Business Retirement Plan training for new branch associates
Client Services Associate
Fidelity Investments
10.2004 - 12.2005
- Delivered industry-leading client experience by providing support for service, problem resolution, and trading of mutual funds, equities, fixed income, and precious metals
Education
Bachelor of Science - Biological Sciences
Ohio University
Athens, OH05.1999
Skills
- Financial Planning: Retirement Planning, Asset Protection, Investment Strategy, Tax-efficiency, Income Planning/Diversification, Philanthropy, Estate Planning
- Leadership: Situational Leadership and Root Cause, Facilitation and Presentation Framework, Development Planning
Timeline
Financial Consultant
Fidelity Investments
09.2014 - Current
Retirement Relationship Manager Leader
Fidelity Investments
01.2013 - 08.2014
Retirement Solutions Leader
Fidelity Investments
09.2011 - 01.2013
Private Client Group Leader
Fidelity Investments
02.2010 - 08.2011
Client Services Leader
Fidelity Investments
07.2007 - 01.2010
Learning & Communications Facilatator
Fidelity Investments
10.2006 - 01.2007
Stock Plan Services Associate
Fidelity Investments
12.2005 - 06.2007
Client Services Associate
Fidelity Investments
10.2004 - 12.2005
Bachelor of Science - Biological Sciences
Ohio University