Travis Johnson
Orlando
Summary
Motivated Investment Consultant with a proven track record at Fidelity Investments, excelling in financial planning and relationship management. Expert in crafting personalized financial strategies that align with client goals, while fostering strong client relationships through effective communication. Adept at analyzing investment opportunities and enhancing client satisfaction, driving retention and growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Consultant
Fidelity Investments
Orlando
06.2024 - Current
- Analyzed client financial data to create personalized financial plans.
- Assisted clients in understanding financial products and investment strategies.
- Identified client financial goals and risk tolerance to recommend products.
- Assisted clients in understanding the implications of their decisions regarding investments.
Planning Consultant
Fidelity Investments
Orlando
10.2022 - 05.2024
- Conducted regular reviews of clients' financial plans to ensure that their goals were being met or adjusted accordingly.
- Maintained up-to-date knowledge of financial regulations and market trends.
- Built strong relationships with clients through effective communication skills.
Relationship Manager
Fidelity Investments
Orlando
06.2021 - 10.2022
- Managed client relationships to enhance satisfaction and retention.
- Educated clients on investment products and services available.
- Coordinated meetings between clients and investment advisors for strategic planning.
Financial Representative
Fidelity Investments
Orlando
04.2020 - 06.2021
- Assisted clients with account inquiries and transactions efficiently.
- Maintained updated knowledge of industry trends and regulatory changes.
- Provided timely responses to customer inquiries about financial products and services.
Financial Advisor
Merrill Lynch
Orlando
09.2019 - 04.2020
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Educated clients on various financial products and services available.
- Identified new business opportunities through networking events or referrals from existing clients.
Education
Bachelor of Science - Finance
University of Central Florida
Orlando, FL05-2015
Skills
- Financial planning
- Investment analysis
- Relationship management
- Effective communication
- Goal setting
- Portfolio management
- Managing wealth
- Multitasking and organization
- Pipeline management
Certification
- FINRA Series 7
- FINRA Series 66
- FL 2-15 Life, Health, and Variable Annuities Agent
Accomplishments
- Excellence In Action Award winner Q4 2018 and Q1 2021
- 94th percentile Total Development (Current Performance Year)
- 94th percentile AST (Current Performance Year)
- 91st percentile LTF (Current Performance Year)
- 86th percentile FILI (Current Performance Year)
Timeline
Investment Consultant
Fidelity Investments
06.2024 - Current
Planning Consultant
Fidelity Investments
10.2022 - 05.2024
Relationship Manager
Fidelity Investments
06.2021 - 10.2022
Financial Representative
Fidelity Investments
04.2020 - 06.2021
Financial Advisor
Merrill Lynch
09.2019 - 04.2020
Bachelor of Science - Finance
University of Central Florida
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