Justin Rouse
Charlottesville,VA
Overview
6
6
years of professional experience
Work History
Investment Solutions Representative
Fidelity Investments
01.2023 - Current
- Obtained Series 66
- Recommended investment products and services appropriate for clients based on time horizon and risk profile
- Prepared investment performance reports, retirement analyses, and income projections over the life of a client's plan
- Explained complex financial details in easy-to-understand and jargon-free terms to clients
- Documented all communication and follow-up with prospective clients in the client management database
- Assisted clients with collecting financial records, tax returns, trade confirmations, and other relevant documentation
- Assisted clients with the account opening process across all personal investing categories.
Agent
New York Life & NYLIFE Securities
Vienna, VA
08.2022 - 12.2023
- Consulted with clients to assess and meet short- and long-term financial goals
- Developed prospecting skills to build and maintain my book of business
- Developed and deepened relationships with new and existing clients to advance progress and improve business
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance to develop successful financial plans
- Provided ethical, objective, and holistic financial planning advice to clients
- Provided recommendations for education funding, estate planning, and insurance gap analysis
- Obtained SIE
- Obtained Series 63
- Obtained Series 6
- Obtained Series 7
- Obtained Life Insurance, Health Insurance, and Annuities Licenses.
Infantry Mortarman
Department, Defence
Twentynine Palms, CA
06.2018 - 06.2022
- Coordinated detailed operations with armor, artillery and air support units
- Set up and operated field communication equipment for infantry group
- Commanded oversight and tactical planning to streamline operations and enhance emergency preparedness procedures
- Maintained rifles, machine guns, mortars and hand grenades, verifying weapon locations and supporting magazine operations
- Conducted ground reconnaissance and reported to leadership for strategic planning.
Education
BBA: Financial Planning - Financial Planning
Liberty University
Lynchburg, VA12-2024
Skills
- Reached out to cold and warm customers to offer information and explain the available services
- Ability to utilize the FRM model across conversations with clients and prospects
- Strong knowledge of ACATS and Rollover processes
- Able to analyze and troubleshoot XTRAC items, service center, and other technical systems to assist clients
- In conjunction, ability to work with SSG, ECS and other support groups to resolve client issues
- Money Movement trained Trained in Mutual Funds, Equities, and Fixed Income Trading
- Proficient at discovering beyond a client's stated need to discover the potential for connections with our business partners
Awards
- Q4 Excellence in Action recipient for 2023
- Highest Producer on Team Kaindi in the Richmond Metro
- Received multiple Meritorious Masts during my time in the Marine Corps for leadership, accountability, and adaptability.
Timeline
Investment Solutions Representative
Fidelity Investments
01.2023 - Current
Agent
New York Life & NYLIFE Securities
08.2022 - 12.2023
Infantry Mortarman
Department, Defence
06.2018 - 06.2022
BBA: Financial Planning - Financial Planning
Liberty University