Maxwell McCallop
San Diego,CA
Summary
Professional with a strong background in planning and strategy. Demonstrated expertise in developing actionable plans, optimizing resources, and driving client success. Known for effective team collaboration, adaptability, and delivering high-impact results. Skilled in data analysis, project management, and stakeholder communication. Recognized for leadership, problem-solving abilities, and commitment to excellence.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant 1 & 2
Fidelity Investments
07.2022 - Current
- Provide 401(k) plan participants with retirement planning and investment advice.
- Engage and educate participants on a broad range of plan benefits.
- Resolve the needs of the participants to ensure a positive experience.
- Analyze financial information obtained from participants to determine strategies for meeting participant’s financial goals.
- Implement financial planning recommendations or refer participants to someone who can assist them with plan implementation.
- Proactive outreach to participants who have not engaged in retirement planning discussions.
- Collaboration with a team of other consultants to develop participant support skills and retirement planning acumen.
- Progressed through and promoted from Fidelity Essentials service training to a licensed consultant role.
Marketing Intern
First National Capital
06.2021 - 08.2021
- Performed administrative tasks to streamline organizational productivity.
- Proofread and edited marketing resources, including brochures and pamphlets.
- Helped generate and compile new leads for sales positions.
- Engaged with peers and management to build strong business relationships.
- Updated sales data and salesforce account information.
- Answered phone calls and emails to respond to colleague inquiries and requests.
Education
Bachelor of Business Administration -
Boise State University
Boise, ID05.2022
Skills
- Adaptive Team Player
- Problem-solving Abilities
- Technologically Savvy
- Customer Relations and Listening Skills
- Excellent Written and Verbal Communication
- Critical Thinking
- Time Management
- Proficient in: Outlook, Salesforce, Google Drive, Microsoft Apps (Excel, Word, PP), Zoom, thinkorswim, FocusPoint
Certification
- CRD#:7606694
- Series 7
- Series 66
Timeline
Workplace Planning Consultant 1 & 2
Fidelity Investments
07.2022 - Current
Marketing Intern
First National Capital
06.2021 - 08.2021
Bachelor of Business Administration -
Boise State University
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