Nicole Toler
Dallas
Summary
Dynamic Investment Counselor with a proven track record at Fisher Investments, excelling in portfolio management and client education. Leveraged strong problem-solving skills to enhance client satisfaction and implemented effective investment strategies, ensuring informed decision-making. Committed to ethical investing and continuous professional development, fostering collaboration to drive financial success for high-net-worth clients.
Developed strong organizational and communication skills in fast-paced corporate environment. Proficient in managing schedules, coordinating travel, and handling confidential information. Seeking to transition these skills to new field to contribute to different organizational setting.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Counselor
Fisher Investments
02.2024 - Current
- Delivered exceptional customer service by promptly addressing concerns and providing timely updates on portfolio performance.
- Educated clients on investment products, empowering them to make informed decisions regarding their financial futures.
- Managed risk effectively through diligent monitoring of client portfolios and swift implementation of necessary adjustments.
- Collaborated with cross-functional teams, sharing expertise to develop comprehensive financial plans for high-net-worth clients.
- Participated in ongoing professional development courses, staying current on emerging trends within the finance sector to better serve clients'' needs.
High Net Worth Representative
Fidelity Investments
06.2022 - 02.2024
- Participated actively in continuous professional development programs to stay current with industry standards and practices.
- Streamlined operations by implementing efficient processes for account opening, maintenance, and reporting.
- Promptly addressed inquiries and resolving complex issues.
- Contributed actively in internal meetings and conferences, sharing best practices and knowledge with peers to foster a culture of continuous improvement.
- Managed sensitive client data securely, maintaining confidentiality at all times per legal requirements and best practices.
- Assisted clients with budgeting and cash flow management.
- Helped clients make informed decisions about financial future.
Education
Bachelor of Arts - Interior Design
University of North Texas
Denton, TX05-2020
Skills
- Leadership qualities
- Investment strategy
- Portfolio management
- Teamwork and collaboration
- Project management
- Asset allocation
- Financial planning
- Research and due diligence
- Ethical investing
- Problem-solving skills
- Verbal and written communication
- Time management
- Attention to detail
Certification
- SIE
- Series 7
- Series 63
- Series 65
Timeline
Investment Counselor
Fisher Investments
02.2024 - Current
High Net Worth Representative
Fidelity Investments
06.2022 - 02.2024
Bachelor of Arts - Interior Design
University of North Texas
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