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
Durham, NC
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
Charleston, SC
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
Bachelor of Science - Business Administration
East Carolina University