Zachary Hutzler
Dallas,TX
Summary
Accomplished financial professional with a proven track record at Fidelity Investments, specializing in retirement and financial planning. Strong focus on relationship building and 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 II
Fidelity Investments
Dallas, TX
04.2024 - Current
- Helping high net worth clients achieve future financial success by providing financial guidance on their workplace retirement accounts, through complex retirement planning and partnering with other business units to maintain short and long term financial security.
Workplace Planning Consultant I
Fidelity Investments
Dallas, TX
06.2022 - 04.2024
- Helped clients achieve future financial security by providing consultative guidance on their workplace retirement accounts and partnered with other business units to develop and implement holistic retirement plans.
Workplace Planning Associate
Fidelity Investments
Dallas, TX
10.2021 - 06.2022
- Obtained SIE Series 7 and 66 licensing
- Proactively engaged clients and facilitated customer retention and financial planning needs.
Senior Cost Basis Representative
Fidelity Investments
Dallas, TX
08.2020 - 10.2021
- Maintained positive customer relations through phone support, and completion of work item requests, related to cost basis and account level updates
- Maintained diligent work ethic and continued to exceed performance targets.
Cost Basis Representative
Fidelity Investments
Dallas, TX
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
- Microsoft Excel
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
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