Chris Tello
FR @ Fidelity Investments in Coral Gables, FL
- Role
- Financial Representative at Fidelity Investments
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Chris Tello
Customer-focused, productive high-performer and results-driven professional with of experience in brokerage and customer service. Adept at building lasting relationships by identifying client’s goals and needs, providing tailored financial solutions with excellent service standards. Proven to thrive in fast-paced environments, manage diverse client interactions, and resolve complex issues efficiently. Highly adaptable and collaborative with strong communication and problem-solving skills.
Experience
Financial Representative
May 2025 — Present · US
Work closely with VP Financial Consultants and Wealth Planners to help them manage all of their clients by preparing meetings and making follow ups• Managing and reviewing accounts from existing clients for opportunities to better outperform their portfolio and bounce off ideas about clients’ strategies• Help clients opening accounts, processing documents, wire transfers, placing trades, making deposits, updating client’s information and transfer of assets• When clients are not assigned to an advisor, direct them to an Investment Consultant or Financial Consultant based on the minimum amount requirement• Identifying leads and convert them into customers by setting up appointments and making introduction to an investment consultant or financial consultant• Deepen relationships with walk-in clients and referral leads to help them better understand their financial goals and needs based on their risk tolerance• Open Youth accounts where children of the age 13-17 can start investing and trading under the parental control and parents have full custodial control• Open Traditional IRA and Roth IRA accounts for clients and help clients with their Rollover IRA when transferring their money from their 401K• Savy with handling and processing power of attorney documents and adding beneficiaries into selected brokerage accounts for our clients• Open business accounts and corporations for our clients with the Articles of Incorporation and Sun Biz• Participate in advisors meeting when they do their quarterly meeting with clients for a portfolio review
Education
Marboro Highschool
Highschool Diploma, Economics
University of Miami Herbert Business School
Minor, Business Law
University of Miami
Bachelor of Business Administration - BBA, Economics
University of Miami Herbert Business School
Bachelor of Business Administration - BBA, Finance
University of Miami Herbert Business School
Minor, Marketing
University of Miami
Minor, Italian
University of Miami Herbert Business School
Minor, Management
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