Zachary Hutzler
Dallas,TX
Summary
Accomplished financial professional with a proven track record at Fidelity Investments, specializing in retirement planning. Strong focus on achieving client financial security. Demonstrated ability to exceed performance targets through exceptional work ethic.
Overview
5
5
years of professional experience
Work History
Workplace Planning Consultant I
Fidelity Investments
06.2022 - 04.2024
- Helped clients achieve future financial security by providing consultative guidance on their workplace retirement accounts and partner with other business units to develop and implement holistic retirement plans.
Workplace Planning Associate
Fidelity Investments
10.2021 - 06.2022
- Obtained SIE Series 7 and 66 licensing
- Proactively engaged clients and facilitated customer retention and financial planning needs.
Workplace Planning Consultant II
Fidelity Investments
04.2024 - Current
- I help clients achieve future financial security by providing consultative guidance on their workplace retirement accounts and partner with other business units to develop and implement holistic retirement plans.
Senior Cost Basis Representative
Fidelity Investments
08.2020 - 10.2021
- Maintained positive customer relations through phone support, and completion of work item requests.
- Consistently exceeded performance targets through diligent work ethic and focus on results-driven tasks.
Cost Basis Representative
Fidelity Investments
09.2019 - 08.2020
- Focused on results-driven tasks and consistently exceeded performance targets through diligent work ethic. Primarily working in Excel and cost basis systems.
Education
Bachelor of Arts - Economics
University of Dallas
Irving, TX05.2017
Skills
- Series 7
- Series 66
- SIE
- Financial Planning
Timeline
Workplace Planning Consultant II
Fidelity Investments
04.2024 - Current
Workplace Planning Consultant I
Fidelity Investments
06.2022 - 04.2024
Workplace Planning Associate
Fidelity Investments
10.2021 - 06.2022
Senior Cost Basis Representative
Fidelity Investments
08.2020 - 10.2021
Cost Basis Representative
Fidelity Investments
09.2019 - 08.2020
Bachelor of Arts - Economics
University of Dallas
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Charmagne N. GelseyCharmagne N. Gelsey
Payroll Conversion Consultant at EmpowerPayroll Conversion Consultant at Empower