Samuel G. Zamet
Brooklyn
Summary
Knowledgeable Financial Consultant with proven background in complex financial planning and investment strategy consulting. Successfully led client wealth advising team to meeting ongoing client demands and maintain exceptional client experience. Demonstrated expertise in financial modeling and risk management.
Professional financial expert with strong focus on delivering results through strategic analysis and financial planning. Skilled in risk management, investment strategies, and client relations, ensuring high standards and effective outcomes. Reliable team collaborator, adaptable to changing needs, and dedicated to achieving organizational goals.
Overview
10
10
years of professional experience
Work History
Financial Consultant
Fidelity Investments
06.2020 - Current
- Led 5-member wealth management team to meet client’s needs and coordinated proactive campaigns for both existing and prospective book eligible clients.
- Built strong relationships with clients through consistent communication and exceptional client service.
- Expanded client base through targeted marketing efforts and referrals from satisfied clients.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Conducted complex financial planning analysis of client investment portfolios to ensure clients had enough cash flow to meet their essential needs in retirement.
Investment Consultant
Fidelity Investments
01.2018 - 06.2020
- Increased client satisfaction by providing personalized investment strategies and financial planning advice.
- Educated clients on various asset classes, tax implications, and risk factors associated with different investment products.
- Transitioned qualified clients to the appropriate Fidelity service model to ensure exceptional client experience
Financial Representative
Fidelity Investments
01.2018 - 02.2019
- Assist Walk-in clients with account maintenance, check deposits, and other client needs.
- Conduct proactive outreach to existing clients to develop new opportunities for financial advisors.
- Successfully transition walk-in clients to senior advisors for financial guidance conversations.
Financial Professional
AXA Advisors
01.2015 - 01.2018
- Build book of clients by prospecting and generating business through cold, natural, and target markets
- Connecting clients with retirement planning and protection recommendations, including ETFs, Mutual Funds, and managed accounts
- Use analytical software such as eMoney to analyze and educate clients on steps needed to reach their financial aspirations.
Education
Bachelor of Arts - Political Science
Allegheny College
Meadville, PA05-2015
Skills
- Retirement planning
- Asset allocation
- Fixed income analysis
- Business development
- Wealth management
Timeline
Financial Consultant
Fidelity Investments
06.2020 - Current
Investment Consultant
Fidelity Investments
01.2018 - 06.2020
Financial Representative
Fidelity Investments
01.2018 - 02.2019
Financial Professional
AXA Advisors
01.2015 - 01.2018
Bachelor of Arts - Political Science
Allegheny College
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