Nicholas Lampkin
Cincinnati,OH
Summary
Experienced professional with 13 years of expertise at Fidelity seeking a position in the business side of finance. Highly motivated and driven to surpass goals, passionate about guiding individuals towards financial confidence through consultative conversations and thorough analysis of their unique situations. Strong commitment to achieving the best outcomes, eager to leverage skills and experience to contribute to the success of your organization.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant II
Fidelity
08.2022 - Current
- Use a consulting process that allows me to connect, and understands a client's situation to help them work towards achieving their financial goals
- Gather data to create models to forecast different scenarios of possible financial outcomes
- Explain risk and help participants with making financial decisions with their assets
- Help participants invest their funds in their 401ks
- LEverage other company partners to help with further planning needs outside of the 401k
- Report and review customer surveys with my team
Workplace Planning Consultant I
Fidelity
06.2018 - 08.2022
- AT&T and GE client aligned team
- Have a good understanding of plan rules
- Provide education and guidance with unbiased language
- Use the interaction model to help understand the participants' situation so we can help them meet their financial needs
- New higher mentor
Retirement Solutions Representative
Fidelity
11.2014 - 06.2018
- Have financial planning conversations with participant's to educate on on their plan options and provide investment guidance
- Retain workplace assets by utilizing a planning consultation model
- Provide company updates to my team so they can understand important and sensitive topics
Investments Solutions Representative
Fidelity
01.2014 - 11.2014
- Provide investment guidance to clients
- Educate clients about investing and Fidelity's 4 pillars of investing
- Third in managed money Q2 2014
- First in managed money Q3 2014
Stock Plan Service Consultant
Fidelity
07.2012 - 12.2013
- Trade Stock awards, mutual funds, stocks
- Accurate trader: 2012 year
- Q1 2013 and Q2 2013
- Educate participants on their companies Stock compensation plans
- Focus on providing excellent customer experience for our customers on every call
- Meeting and exceeding goals for Q1 2013 and Q2 2013
Financial Service Representative/Full Trader
Fidelity
05.2011 - 07.2012
- Trade stock, mutual funds, options, fixed income and precious metals for customers
- Accurate trader: Q4 2011, Q1 2012, Q2 2012
- Assist customers with maintenance and problem resolution
- Strive to provide an excellent customer experience for our customers on every call
- Team customer survey rating: Q3 2021-91.7, Q2 2021 – 100 and Q1 2021 – 89.3
Education
Bachelor's - Business Administration
Wilmington College
1870 Quaker Way Wilmington, OH 4517712.2010
Associates - Business Finance
Cincinnati State Technical College
Cincinnati, OH05.2008
Skills
- Sustainability Strategies
- Spatial analysis
- Budgeting and finance
- Stakeholder Consultation
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent Communication
- Organizational Skills
- Team Collaboration
- Active Listening
- Relationship Building
- Team building
- Self Motivation
- Goal Setting
- Professionalism
Certification
- Series 7
- Series 63
- Series 66
Recognitionandleadership
- Voice of the field contact
- Multiple Client Positive Escalations
- No trading errors 2011, 2012, 2014
- New Higher Mentor
- Peer Recognition
Timeline
Workplace Planning Consultant II
Fidelity
08.2022 - Current
Workplace Planning Consultant I
Fidelity
06.2018 - 08.2022
Retirement Solutions Representative
Fidelity
11.2014 - 06.2018
Investments Solutions Representative
Fidelity
01.2014 - 11.2014
Stock Plan Service Consultant
Fidelity
07.2012 - 12.2013
Financial Service Representative/Full Trader
Fidelity
05.2011 - 07.2012
Bachelor's - Business Administration
Wilmington College
Associates - Business Finance
Cincinnati State Technical College
- Series 7
- Series 63
- Series 66
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