Emily Smith
Planning Consultant at Fidelity Investments
- Role
- Planning Consultant at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Emily Smith
3 years of experience in the finance industry and 5+ years serving clients in the hospitality industry.
Experience
Planning Consultant
Jan 2022 — Present · Lone Tree, CO, US
Conducting appointments with clients and running a comprehensive retirement analysis on their financial situation -Educating and planning with clients through different life events to monitor the success of their financial goals -Profiling the needs of the client to get them to the best resource -Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce -Building long-lasting, meaningful relationships with clients and focusing on generational engagement to pave the way for future investors -Mentoring and supporting the success of my peers by sharing best practices -Outbound dialing to engage clients on retirement planning and building the book of business for the advisors I support -Running semi-annual and/or annual reviews to answer client concerns during market volatility and educating clients on the state of current market conditions -Providing excellent service for client needs and achieving high customer satisfaction scores on surveys
Education
University of Denver
Bachelor of Science - BS, Marketing
2013 — 2017
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