Colten Brewer
Cary
Summary
Fully licensed financial services professional with a proven track record of delivering personalized financial guidance and helping clients achieve long-term financial goals. Skilled in building trusted relationships, identifying unique needs, and providing tailored strategies for wealth accumulation and retirement planning. Combines a client-first approach with strong sales expertise and deep knowledge of workplace retirement solutions to drive meaningful results. Seeking to bring this experience and dedication to a dynamic Financial Advisor role.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
03.2024 - Current
- Presented solutions and service offerings that meet client needs, including 401(k) optimization, retirement readiness, and overall financial wellness.
- Delivered tailored consultations via inbound and outbound calls, helping clients increase retirement contributions, optimize investment allocations, and understand plan benefits, such as employer match and vesting.
- Utilized proprietary tools and financial planning software to model retirement scenarios, providing clients with visual roadmaps and next steps to improve their financial futures.
Sales Representative
ABC Supply
07.2023 - 02.2024
- Evaluated needs of customers, recommending tailored solutions.
- Cultivated and strengthened customer relationships to drive revenue growth.
- Maintained timely follow-up on ongoing inquiries.
- Delivered superior customer support to improve account retention rate.
Education
Bachelor of Science - Business Administration
East Carolina University
Greenville, NC05-2023
Skills
- Goal-oriented and self-motivated
- Client relationship building
- Retirement income strategies
- Team collaboration
- Retirement income calculators and financial planning software
- CRM systems (like Salesforce)
Certification
- Securities Industry Essentials - May 2024
- Series 7 - September 2024
- Series 66 - November 2024
- Truist Emerging Leaders - 2022
Timeline
Workplace Planning Consultant
Fidelity Investments
03.2024 - Current
Sales Representative
ABC Supply
07.2023 - 02.2024
- Securities Industry Essentials - May 2024
- Series 7 - September 2024
- Series 66 - November 2024
- Truist Emerging Leaders - 2022
Bachelor of Science - Business Administration
East Carolina University
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