Brent Godwin
Raleigh
Summary
Ambitious financial professional with an in-depth understanding of industry products and ability to drive business. Dedicated to exceeding targets on a consistent basis and building relationships. Ready to bring experience to a dynamic position with room for growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Services Associate
Fortress Financial Partners
03.2025 - Current
- Supported financial advisors in the development and implementation of holistic financial plans, including investment strategies, retirement projections, insurance needs analysis, and tax-sensitive recommendations.
- Managed a large volume of client relationships concurrently, providing proactive service, scheduling review meetings, and ensuring timely follow-up on planning deliverables.
- Prepared client meeting materials such as investment proposals, performance reports, and plan summaries; contributed to proposal amendments and policy documentation.
- Processed account openings, asset transfers, and allocation trades across brokerage and advisory platforms; resolved trade rejects and ensured compliance with firm and custodial standards.
- Utilized CRM systems (e.g., Redtail) and document management software to maintain accurate and up-to-date client records, tasks, and workflows.
- Monitored and executed administrative tasks including risk tolerance questionnaires, redemptions/withdrawals, and home office follow-ups for account maintenance and compliance.
- Communicated directly with clients to address investment-related inquiries, explain technical aspects of their financial plan, and provide ongoing support throughout the client lifecycle.
- Collaborated with internal teams and custodians to troubleshoot operational issues and drive resolutions that enhanced the client experience.
Financial Representative
Fidelity Investments
12.2023 - 01.2025
- Generated over $70 million in one quarter in business opportunities for advisers, driving growth and revenue
- Averaged 4 adviser referrals per week during free time through proactive cold calling, contributing to a consistent pipeline
- Received outstanding client feedback, with positive reviews shared with management and online reviews, reinforcing reputation and customer satisfaction
- Stayed ahead of industry trends and compliance regulations, maintaining up-to-date knowledge to ensure best practices
- Independently managed advisor emails, streamlining communication and ensuring timely responses to client needs
- Assisted in complex financial planning cases, providing insights and solutions for clients with diverse needs
- Led appointments with high-net-worth clients, offering tailored financial advice, and ensuring premium service
- Conducted research on monthly compliance updates, and presented findings to the team to ensure alignment with industry standards
Financial Services Representative
Fidelity Investments
06.2023 - 12.2023
- Completed licensing through passing FINRA exams - SIE, Series 7, Series 66
- Took inbound calls for existing and potential clients
- Skill development for taking inbound calls, investment products and tools
- Coached other team members at request of manager
Relationship Banker
Bank of America
05.2022 - 03.2023
- Met and exceeded client experience standards every quarter by maintaining an extensive knowledge of company products and deepening relationships with current and prospective clients
- Supported clients in opening accounts and applying for loans, including reviewing their current financial picture
- Coached team members to develop sales opportunities and refer customers to designated business partners and advisors
- Ensured compliance with regulatory, operational, security and audit procedures and policies
Membership Sales and Collections
O2 Fitness
06.2021 - 08.2021
- Met and exceeded sales quotas through generating new leads and identifying new clients
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings
- Preserved revenue streams by easing client discomfort
Education
Bachelor of Science - Finance
University of North Carolina At Wilmington
Wilmington, NC12.2021
Skills
- Financial planning strategy development
- Client relationship building
- Sales expertise
- Outbound calling
- CRM software expertise
- Account management
- File management
- Client servicing
- Client onboarding
- Strong interpersonal skills
- Time management
- Attention to detail
Certification
- Series 7, Series 66
- NC Health and Life/Long-term Care
- Notary Public
- Candidate for CFP certification
Timeline
Client Services Associate
Fortress Financial Partners
03.2025 - Current
Financial Representative
Fidelity Investments
12.2023 - 01.2025
Financial Services Representative
Fidelity Investments
06.2023 - 12.2023
Relationship Banker
Bank of America
05.2022 - 03.2023
Membership Sales and Collections
O2 Fitness
06.2021 - 08.2021
Bachelor of Science - Finance
University of North Carolina At Wilmington
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