MITCHELL PELTIER
Boston,MA
Summary
Results-driven CFP® professional with extensive experience in wealth management, financial planning, and relationship building across the financial services industry. Proven ability to cultivate trusted client relationships, identify planning opportunities, and deliver customized investment and retirement strategies. Strong background in business development, portfolio solutions, and client education, with a history of exceeding goals and driving asset growth. Combining investment expertise with a consultative approach to help clients achieve long-term financial success.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Family Office Client Service Manager
Fidelity Investments
Boston, Massachusetts
11.2025 - Current
- Served as primary contact for daily operations at large RIA firm, ensuring seamless service delivery.
- Coordinated custody, brokerage, investment, and reporting services for family offices and wealthy families, enhancing client satisfaction and support.
- Assisted advisors in addressing complex wealth planning issues for ultra-high-net-worth clients.
Hybrid Wholesaler/Senior Advisor Consultant II
FRANKLIN TEMPLETON INVESTMENTS
Boston, MA
01.2024 - 11.2025
- Developed and hosted client and prospect appreciation events, delivering wealth planning and investor education presentations that enhanced relationships and advisor engagement, contributing to asset growth.
- Provided portfolio construction ideas and investment solutions tailored to client goals.
- Hybrid wholesale financial advisors in CA/OR/NV and was responsible for 3000 financial advisors and 1.6 billion annually in sales
Senior Internal Advisor Consultant
FRANKLIN TEMPLETON INVESTMENTS
Boston, MA
05.2023 - 01.2024
- Cultivated and created top advisor and COI relationships to develop sales across all channels throughout Northern CA.
- Managed a territory ranked 34th and, within 2 years, finished the fiscal year Top 10 in overall sales, advisor growth, and long-term revenue
- (Acquired Putnam Investments 1/1/2024)
Associate Consultant
Franklin Templeton Investments
Boston, MA
05.2021 - 05.2023
- Built relationships with financial advisors across various distribution channels by providing prospecting tools, wealth management ideas, market updates, and product solutions
- Managed business operations in Northern California for nine months post-hire, facilitating onboarding of external consultant in territory
Financial Representative
FIDELITY INVESTMENT
Shrewsbury, MA
01.2019 - 05.2021
- Supported two advisors with a combined AUM of over 1.5 billion dollars
- Identified opportunities for our wealth management team through proactive outreach and daily interactions with new and existing clients
Education
Bachelor of Arts - Economics, Minor: Chinese, Education Studies
St. Lawrence University
Canton, NY01-2018
Skills
- Wealth management
- Investment Strategies
- Portfolio Management Skills
- Investment Operations
- Financial Markets
- Wholesaling Markets & Channels
- Client Acquisition
- Client Relationship Management
- Relationship Management
- Product Presentations
Certification
SIE, Series 7, 63, 66 and CERTIFIED FINANCIAL PLANNER
Timeline
Family Office Client Service Manager
Fidelity Investments
11.2025 - Current
Hybrid Wholesaler/Senior Advisor Consultant II
FRANKLIN TEMPLETON INVESTMENTS
01.2024 - 11.2025
Senior Internal Advisor Consultant
FRANKLIN TEMPLETON INVESTMENTS
05.2023 - 01.2024
Associate Consultant
Franklin Templeton Investments
05.2021 - 05.2023
Financial Representative
FIDELITY INVESTMENT
01.2019 - 05.2021
Bachelor of Arts - Economics, Minor: Chinese, Education Studies
St. Lawrence University