Tyler Gall
Cypress
Summary
Planning Consultant with proven experience delivering clear, actionable financial guidance and strengthening client relationships. Skilled communicator with strong analytical ability and mastery of the wealth-management team structure to coordinate seamless client support. Seeking a role as an IMC to continue my development as a planner.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
12.2024 - Current
- Mastered Fidelity Relationship Model
- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Fostered long-term client relationships through consistent follow-up and personalized service approaches.
- Owned end to end planning conversations to drive business for my aligned advisors.
Relationship Manager
Fidelity Investments
05.2023 - 12.2024
- Developed book management skills.
- Learned the Fidelity Relationship Model
- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Executed tailored client engagement strategies, aligning services with individual needs and preferences.
Financial Representative
Fidelity Investments
05.2022 - 05.2023
- Enhanced client satisfaction by promptly resolving inquiries and concerns.
- Facilitated deeper planning discussions to uncover client opportunities.
- Maintained regulatory compliance through diligent transaction monitoring and documentation.
- Streamlined service processes by mastering Fidelity systems and tools.
Client Services Associate
Fidelity Investments
04.2021 - 05.2022
- Hired in as CRA
- Started in HNW 9/13/21
- Inbound customer service and trading
- Provide customer experience and execute core path call model
Financial Professional
Equitable Advisors Inc.
10.2020 - 02.2021
- Obtained Financial Licenses
- Build and maintain a client base.
- Determine strategies, financial products and services to help clients meet their financial objectives.
- Keep client plans up-to-date and acquire new clients on an ongoing basis.
Assistant Golf Professional
Various High End Private Clubs
05.2017 - 10.2020
- BlueJack National & Silo Ridge Field Club
- Assisted in managing daily golf operations, ensuring smooth member and guest experiences.
- Coordinated tournament logistics, including scheduling, scoring, and player communications.
- Provided instruction and coaching to golfers of varying skill levels, enhancing their techniques.
- Maintained inventory of golf equipment and merchandise, optimizing retail operations for profitability.
Education
Bachelor of Science (B.S.) - General Business, Finance
Sam Houston State University
Huntsville, TX05.2020
Skills
- Retirement planning
- Client relationship development
- Teamwork and collaboration
- Attention to detail
- Excellent communication
- Active listening
- Task prioritization
Certification
- Series 7
- Series 63
- Series 66
Timeline
Planning Consultant
Fidelity Investments
12.2024 - Current
Relationship Manager
Fidelity Investments
05.2023 - 12.2024
Financial Representative
Fidelity Investments
05.2022 - 05.2023
Client Services Associate
Fidelity Investments
04.2021 - 05.2022
Financial Professional
Equitable Advisors Inc.
10.2020 - 02.2021
Assistant Golf Professional
Various High End Private Clubs
05.2017 - 10.2020
Bachelor of Science (B.S.) - General Business, Finance
Sam Houston State University