JOSHUA RANTZ
Saint Augustine,FL
Summary
Results-oriented financial services professional experienced in consultative client engagement, retirement planning, and investment strategies. Expertise in identifying client needs, articulating financial solutions clearly, and fostering strong relationships through effective follow-up. Proven sales experience across financial advising and wholesaling, demonstrating high activity and measurable outcomes.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Investment Solutions Consultant
Fidelity Investments
03.2024 - Current
- Lead client-facing conversations alongside Financial Advisors, identifying retirement, investment, and income-planning needs and help clients move from recommendations to implementation.
- Conduct pre-appointment planning and participate in client meetings to strengthen discovery, clarify priorities, address concerns, and build confidence in recommended strategies.
- Coach advisors on discovery, client engagement, presentation effectiveness, and sales-process execution.
Planning Consultant
Fidelity Investments
05.2022 - 03.2024
- Served as primary advisor for initial client engagements, uncovering retirement, income, investment, and wealth management priorities to tailor solutions.
- Managed client relationships from initial consultation through onboarding, utilizing consultative selling and objection handling to facilitate acceptance of recommendations.
- Presented investment, managed-account, retirement, and income-planning solutions; qualified opportunities and transitioned higher-net-worth prospects to Financial Consultants.
- Partnered with two Financial Consultants to enhance client relationships across their books of business, fostering long-term loyalty.
Hybrid Wholesaler
Equitable
01.2020 - 05.2022
- Executed advisor outreach campaigns to secure appointments and boost engagement, driving support for regional sales opportunities.
- Assisted seven Regional Vice Presidents in advisor engagement, sales strategy, presentation development, and business-development initiatives to enhance regional sales.
- Built advisor relationships for Equitable annuity and life insurance distribution.
- Presented product features and suitability guidance to financial professionals.
- Managed territory activity using CRM systems and sales call plans.
Internal Wholesaler
Jackson National Life
12.2018 - 01.2021
- Managed advisor relationships with over $107 million in assets, assisting in the evaluation of retirement-income and wealth-management solutions.
- Generated $12 million in annual sales through consultative advisor engagement and retirement-solution business development.
- Achieved #1 ranking in total call activity across all channels and ranked in top 10% of presenters in firm-wide sales presentation competitions.
Financial Advisor
Edward Jones
11.2017 - 12.2018
- Generated approximately $5 million in new assets through direct client acquisition, investment recommendations, and relationship development.
- Conducted retirement-planning and investment discussions while building practice through disciplined prospecting, community outreach, and effective client follow-up.
- Advised clients on goals, retirement planning, and investment strategies at branch office.
- Met with clients to discuss risk tolerance, savings, and long-term objectives.
- Developed personalized financial plans using Edward Jones portfolio review tools.
Education
MBA - Business Administration
Bryan College
Skills
- Retirement & Investment Planning
- Retirement and Investment Solution Design
- Consultative Discovery & Needs Analysis
- Financial presentations
- Client Relationship Development and Onboarding
- Prospecting & Business Development
- Salesforce CRM management
- Public Speaking & Client Education
Certification
- Series 7, 66, Health/Variable/Life
Timeline
Investment Solutions Consultant
Fidelity Investments
03.2024 - Current
Planning Consultant
Fidelity Investments
05.2022 - 03.2024
Hybrid Wholesaler
Equitable
01.2020 - 05.2022
Internal Wholesaler
Jackson National Life
12.2018 - 01.2021
Financial Advisor
Edward Jones
11.2017 - 12.2018
MBA - Business Administration
Bryan College