Reagan Lyons
Planning Consultant
Houston,TX
Summary
Motivated Planning Consultant dedicated to enhancing organizational and employee performance by fostering an environment built on mutual respect, consensus-building, and accountability. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
5
5
Certifications
Work History
Planning Consultant
Fidelity Investments
11.2023 - Current
- Managed planning and implementation for two books of business, supporting a combined total of 600 households
- Participated in professional development opportunities to stay current on industry trends, ensuring delivery of up-to-date knowledge to clients
- Worked closely with colleagues to establish best practices for managing client relationships, improving overall team effectiveness
- Educated clients on various wealth management tools to support their long-term financial objectives
- Developed strong relationships with clients, earning referrals and expanding the client base
- Supported clients in achieving long-term financial goals through strategic planning and portfolio management
Relationship Manager
Fidelity Investments
01.2021 - 11.2023
- Drive targeted appointments that improve engagement with clients
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Demonstrate excellent communication skills both written and verbal compatible with high-net-worth clientele
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions while providing a high level of expertise
Financial Representative
Fidelity Investments
02.2019 - 01.2021
- Introducing clients to a full range of Fidelity's investor products and services
- Learn to operate new office technologies as they are developed and implemented
- Collaborated with Financial consultants and other team members to deliver an integrated approach to financial planning and investment management
- Enhanced customer relationships with personalized service and addressing individual concerns promptly
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
Customer Experience Associate
Fidelity Investments
08.2018 - 02.2021
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
- Analyze data to determine answers to questions from customers or members of the public
- Assisted in the preparation and organization of client-facing materials, maintaining confidentiality and attention to details in all task
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients
Education
Bachelor of Arts - History
Sam Houston State University
Huntsville, TX 08.2013 - 05.2017
Skills
Insurance Planning
Retirement planning
Client Relationship Development
Teamwork and Collaboration
Certification
SIE, 04/01/19
Accomplishments
- Culture Champion Q3 2023
- Excellence in Action Q2 2023
- Excellence in Action Q2 2020
- Excellence in Action Q4 2019
Additional Information
Culture Ambassador, Fidelity Investments, Champion of company culture, fostering positive and inclusive work environment by organizing team-building activities and promoting Fidelity's core values, Led effort to recognize and celebrate employee achievements, contributing to higher morale and strong sense of community within the branch
Licensing
- Series SIE
- Series 7
- Series 63
- Series 65
- Insurance Licensed
Timeline
Planning Consultant
Fidelity Investments
11.2023 - Current
Relationship Manager
Fidelity Investments
01.2021 - 11.2023
Financial Representative
Fidelity Investments
02.2019 - 01.2021
Customer Experience Associate
Fidelity Investments
08.2018 - 02.2021
Bachelor of Arts - History
Sam Houston State University
08.2013 - 05.2017
SIE, 04/01/19
Series 7, 06/01/19
Series 63, 07/01/19
Series 65, 09/01/21
Insurance, 07/01/23
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