Summary
Overview
Work History
Education
Skills
Professional Licenses
Timeline
Generic

Keith Meyer, CFP®

Richboro,PA

Summary

Accomplished and detail-oriented Certified Financial Planner™, with high integrity, strong work ethic and success at financial planning and attaining business development goals, seeks position with a leading firm in the customer marketing industry that will compliment my experienced background in sports, customer service/retention, while allowing me to contribute to the success of an organization.

Overview

11
11
years of professional experience

Work History

VP Regional Planning Consultant

Fidelity Investments
05.2020 - Current
  • Provide subject matter expertise on broad range of financial planning topics
  • Provide collaborative training and coaching to associates to help improve skills to execute their roles
  • Partner with Financial Consultants in client appointments to support the financial planning process
  • Work with broader leadership team on ongoing strategic planning
  • Design and implement client engagement and retention strategies

Financial Consultant

Fidelity Investments
09.2014 - 05.2020
  • Develop long-term client relationships through careful planning, designed to meet client's immediate and future needs.
  • Provide and demonstrate solid financial planning skills, client centered advice and guidance interactions.
  • Initiate customer relationships through prospecting, lead utilization, local market involvement.
  • Adhere to compliance/risk procedures and exhibit detailed attention to disclosure policies by maintaining focus on customer's best interest.
  • Currently maintain a book of business consisting of 250 households and $275 million AUM

Financial Advisor

International Assets Advisor LLC
06.2014 - 08.2014
  • Cultivated and strengthened relationships with new and existing clients.

Investment Associate

Hennion & Walsh
05.2013 - 06.2014
  • Maintained positive relationships with potential clients by analyzing and providing suitable investments
  • Completed 400-600 outbound phone calls per day
  • Analyzed suitable investments for client portfolios

Assistant Coach

Bloomsburg University of Pennsylvania Baseball
6 2012 - 4 2013

Education

Bachelor of Arts - Finance

Bloomsburg University of Pennsylvania
Bloomsburg, PA
2012

Skills

  • Dedicated
  • Strong leadership ability
  • Superior attention to detail
  • Diligent
  • Strong communication skills
  • Self-motivated
  • Results oriented
  • Highly organized

Professional Licenses

  • Series 7 - General Securities Representative Exam
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 66 - Uniform Combined State Law Exam
  • New Jersey Life  and Health Insurance Producer

Timeline

VP Regional Planning Consultant

Fidelity Investments
05.2020 - Current

Financial Consultant

Fidelity Investments
09.2014 - 05.2020

Financial Advisor

International Assets Advisor LLC
06.2014 - 08.2014

Investment Associate

Hennion & Walsh
05.2013 - 06.2014

Assistant Coach

Bloomsburg University of Pennsylvania Baseball
6 2012 - 4 2013

Bachelor of Arts - Finance

Bloomsburg University of Pennsylvania
Keith Meyer, CFP®