Nicholas Novellino
Nesconset
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments while maintaining integrity, dignity and empathy. Eager to dedicate my professional skills toward my academic and career goals in social work.
Overview
4
4
years of professional experience
Work History
Financial Planning Consultant
Fidelity Investments
02.2024 - Current
- Supported clients in achieving long-term financial goals through strategic planning and portfolio management.
- Enhanced client trust through active listening, patience, competence and clear communication of complex financial concepts in easy-to-understand terms.
- Balance quantitative and qualitative dimensions of financial planning to personalize a strategy based on montecarlo simulations, clients investment experience, risk tolerance, income and general disposition.
Private Client Advisor
J.P. Morgan Chase & Co.
08.2023 - 02.2024
- Conducted comprehensive financial assessments for new clients, identifying key objectives and risk tolerance levels.
- Consult with and educate clients on personalized financial planning solutions tailored to their goals.
- Mentoring co-workers regarding communication of complex financial concepts so that clients can understand and implement strategies with confidence.
Financial Advisor
Equity Services Inc. / TQE Financial Services
01.2021 - 08.2023
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, insurance products, and services based on each clients' individual needs.
- Built strong rapport with clients, fostering trust and loyalty.
Education
Associate of Arts - General Studies
Suffolk County Community College
Selden, NY01-2025
Skills
- Analytical Thinking
- Interpersonal Communication
- Written Communication
- Ethical Awareness
- Cooperative
- Self-awareness
- Empathy Building
- Complex Problem-solving
- Active Listening
- Efficient under pressure
Timeline
Financial Planning Consultant
Fidelity Investments
02.2024 - Current
Private Client Advisor
J.P. Morgan Chase & Co.
08.2023 - 02.2024
Financial Advisor
Equity Services Inc. / TQE Financial Services
01.2021 - 08.2023
Associate of Arts - General Studies
Suffolk County Community College
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