Nathaniel Johnson

About Nathaniel Johnson

I work in the financial planning and guidance department and specialize in holistic…

Experience

1. Vice President, Financial Consultant

   Fidelity Investments

   Dec 2020 — Present

   Lead my wealth management team. • Develops and encourages long-term client relationships by careful planning to meet client’s immediate and future needs by providing and demonstrating solid financial planning skills and client centered guidance interactions. • Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools. • Positions appropriate solutions in the context of current needs as well as customer\'s long-term financial plan. • Identify, execute, and follow up on opportunities to gather additional client assets while providing client centered discussions. • Responsible for driving customer appointments and interactions and sales opportunities to attain designated business goals (Customer Loyalty, Acquisition, Development, and Retention). • Partner with Fidelity resources and business partners to satisfy customer’s investment needs when faced with complex situations in a competitive environment. • Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customer’s best interests. • Educates customers to use technology to monitor, maintain and manage their investments.

Education

• Cincinnati State Technical and Community College

  Associate of Applied Business, Business Management & Business Financial Services; AAB

  2008 — 2010

• Xavier University

  Master of Business Administration (M.B.A.), Finance

  2012 — 2015

• Wilmington College

  B.A., Business Management

  2011 — 2012

Skills

• Series 7
• Series 66
• Series 63