Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Nicole Ubillus

Jacksonville,FL

Summary

Results-driven financial professional with a strong background in retirement planning and client relationship development across banking and investment environments. Currently licensed with FINRA Series 7 and 66, with hands-on experience in consultative guidance to 401(k) plan participants. Known for building trust with clients, effectively managing high-volume caseloads, and leveraging tools to organize workflows and exceed performance goals. Previous experience as a Relationship Advisor and Senior Specialty Agent strengthened skills in time management, problem-solving, and cross-selling financial solutions. Passionate about helping clients achieve their financial objectives while driving business growth.

Overview

7
7
years of professional experience

Work History

Workplace Planning Consultant

Fidelity Investments
08.2023 - Current
  • Provide consultative guidance to retirement plan participants, assisting them with investment options, retirement planning strategies and investment products requests to meet their unique needs.
  • Completed supplemental training in personal investing and broader Fidelity Investment solutions, expanding expertise beyond 401(k) retirement plans to include brokerage accounts, IRAs and general wealth management strategies.
  • Utilize book-management skills and effectively handle leads while utilizing tools. Leveraged multiple internal platforms to organize daily workflows, track client progress, and coordinate follow-up.

Senior Speality Agent

Cvs Corporation
11.2021 - 08.2023
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Investigated and resolved accounting, service and delivery concerns.
  • Utilized customer service software to manage interactions and track customer satisfaction.

Relationship Advisor

Addition Financial Credit Union
12.2020 - 09.2021
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Executed wire transfers, stop payments and account transfers.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Evaluated client financial positions and identified most appropriate banking products. Cross-sold credit cards, loans and other bank products.

Sales Lead

T-Mobile
11.2018 - 11.2020
  • Increased sales and customer satisfaction through personalized servicing.
  • Assisted in development of monthly sales goals to motivate team and drive business objectives.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Worked closely with other departments to understand full scope of available offerings and provide top-notch salesmanship to customers.

Education

Bachelor of Arts - Economics

Florida International University
Miami, FL
12-2026

High School Diploma -

Father Lopez Catholic High School
Daytona Beach, FL

Skills

  • FINRA SIE, Series 7 & 66 Licensed
  • Client Relationship Management
  • Strategic Planning
  • Team collaboration and leadership experiences
  • Organizational and Time management

Languages

Spanish
Full Professional
English
Native or Bilingual

Timeline

Workplace Planning Consultant

Fidelity Investments
08.2023 - Current

Senior Speality Agent

Cvs Corporation
11.2021 - 08.2023

Relationship Advisor

Addition Financial Credit Union
12.2020 - 09.2021

Sales Lead

T-Mobile
11.2018 - 11.2020

Bachelor of Arts - Economics

Florida International University

High School Diploma -

Father Lopez Catholic High School

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