Kyle Shields

- Serve as a financial planner to clients in the region, initiating contact with unengaged or underserved investors.

- Conduct discovery conversations to understand client goals related to retirement, income strategies, investment planning, tax efficiency, and estate planning.

- Initiate outbound email and phone campaigns to schedule and lead comprehensive financial planning sessions.

- Utilize Fidelity's structured planning process to build relationships and uncover opportunities for advisory support.

- Collaborate with aligned financial advisors to grow their books of business by connecting them with new, planning-oriented clients.

- Provided in-person support to walk-in clients across a wide range of financial needs.

- Facilitated account maintenance, troubleshooting, transfers, and onboarding for new accounts.

- Educated clients on the value of Fidelity's local advisor relationships and initiated conversations to guide them toward personalized planning.

- Delivered high-quality phone-based support for Fidelity clients, assisting with trades, account maintenance, and operational issues.

- Exceeded key performance indicators including trade accuracy, client interactions per hour, and customer satisfaction scores.

- Developed strong process knowledge and call routines, improving service efficiency and effectiveness.

- Used open-ended questions to identify deeper client needs and promote long-term planning opportunities.