Jonas Harley
Vice President, Executive Planning Consultant at Fidelity Investments
- Role
- Vice President, Executive Planning Consultant at Fidelity Investments
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Jonas Harley
My background is eight years of non-profit, faith-based organizational leadership, where I cultivated and sharpened skills in public speaking, community service, and building multi-generational relationships. For the last ten years I have succeeded in the financial services industry. Currently, I am a CFP® professional at Fidelity Investments that provides financial and workplace planning to corporate executives, specifically at Novartis, Alcon, and Toyota.I deliver a positive influence on workplace culture, personal and professional integrity, tenacious desire to learn, and hardworking passion that has resulted in notable success. Series 7, 63, 66CFP® designationECA designationM.S. in Financial PlanningeMoney certified
Experience
Vice President, Executive Planning Consultant
Oct 2021 — Present · Greenville, SC, US
Responsible for engaging, deepening, and maintaining relationships with corporate leaders and executives at Novartis, Alcon, and Toyota- Provide workplace benefits optimization, financial planning using eMoney and Fidelity’s proprietary software, and white-glove customer service- Conduct virtual workplace seminars that generate heightened participant awareness and engagement while strengthening Fidelity’s B2B relationship and brand- Recipient of President\'s Circle Award (Leadership Summit)- Recipient of multiple Excellence in Action Award (EIA)
Education
Bob Jones University
Bachelor of Arts Degree
College for Financial Planning
Master's degree, Financial Planning
Skills
- Travel Planning
- Management
- Leadership Development
- Administrative Assistance
- Interpersonal Relationships
- Calendar Planning
- Theology
- Cash Handling
- Public Speaking
- Customer Service
- Entrepreneurship
- Leadership
- Nonprofits
- Microsoft Office
- Pastoral Counseling
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