Danika Clarke
Planning Consultant
Manchester
Summary
Driven Financial Planning Consultant focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with five years' experience in financial services.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Planning Consultant
Fidelity Investments
Larkspur
01.2020 - Current
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Expanded customer base through community outreach and strategic business partnerships.
- Established and deepened existing client relationships through complex financial planning and excellent service.
- Organized and attended meetings and prepared related documents and reports.
Relationship Manager
Fidelity Investments
Larkspur
10.2018 - 08.2019
- Developed and cultivated lucrative relationships with both new and existing clients through effective outreach strategies and exemplary interpersonal skills.
- Worked with service and trading departments to facilitate communication and deliver personalized solutions to customers.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Financial Representative
Fidelity Investments
Larkspur
07.2017 - 10.2018
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Improved operations and organization in the office through consistent hard work and dedication.
- Generated leads for consultants in the branch from daily customer interactions
- Assisted customers with account opening, check deposits, transactions or service needs
Education
Bachelor of Science - Business Administration,Marketing, Economics
Chapman University
Orange, CA 09.2013 - 05.2017
Skills
Relationship building and management
Service support
Written and verbal communication
Advanced MS Office Suite
Schedule Management
Compliance adherence
Certifications
- Series 7 License - FINRA
- Series 66 License - FINRA
- California Insurance License
Timeline
Planning Consultant
Fidelity Investments
01.2020 - Current
Relationship Manager
Fidelity Investments
10.2018 - 08.2019
Financial Representative
Fidelity Investments
07.2017 - 10.2018
Bachelor of Science - Business Administration,Marketing, Economics
Chapman University
09.2013 - 05.2017