Raj Patel
nashua,NH
Summary
Consultative financial professional with 7+ years of experience in client communication, needs assessment, and retirement strategy development. Known for clear guidance, tailored recommendations, and strong relationship building.
Overview
2
2
Certifications
10
10
years of professional experience
Work History
Workplace Planning Consultant III
Fidelity Investments
Merrimack, New Hampshire
06.2024 - Current
- Assessed client financial situations and identified planning needs.
- Met with clients to explain options and answer concerns.
- Developed retirement strategies tailored to each individual client's needs and objectives.
- Developed retirement, savings, and investment strategies for clients.
- Set clients up for success by providing recommendations and providing leads to our branch partners.
Sales
T-Mobile
Nashua, New Hampshire
01.2017 - 06.2024
- Identified customer needs through active listening and questioning
- Explained pricing, features, and service terms clearly
- Resolved customer concerns with calm, professional communication
- Utilized a consultative sales approach to identify customer's wants and needs, then recommended products accordingly.
Education
Some College (No Degree) -
University of Massachusetts, Lowell
Lowell, MASkills
- Financial planning
- Retirement planning
- Investment analysis
- Portfolio construction
- Client consultation
- Active listening
Certification
series 7
Timeline
Workplace Planning Consultant III
Fidelity Investments
06.2024 - Current
Sales
T-Mobile
01.2017 - 06.2024
Some College (No Degree) -
University of Massachusetts, Lowell