Usman Mirza
Tyngsborough
Summary
Results-driven Financial Planner with a strong background in sales and a commitment to helping clients achieve their financial goals. Expertise in developing tailored financial plans that address individual needs, fostering growth and positive outcomes. Dedicated to continuous skill development and advancing in the field of financial planning.
Overview
8
8
years of professional experience
4
4
Certifications
Work History
Planning Consultant
Fidelity Investments
Merrimack
04.2025 - Current
- Assisted clients in developing personalized financial plans and strategies.
- Conducted market research to support investment decisions and portfolio management.
- Implementation of financial planning.
- Cultivated strong relationships to enhance client satisfaction and retention.
- Collaboration with Wealth Management teams to manage books of business.
- Collaboration with Wealth Planners and Wealth Advisory Solutions business partners.
Property Acquisitions Manager
Creating Homeowner Solutions LLC
Burlington
05.2021 - Current
- Acquired residential real estate using creative financing strategies to maximize investment potential.
- Prospected and screened seller leads to identify high-value acquisition opportunities.
- Repeatable outbound call process to motivated home sellers.
- Property research/appraisals, researching comps in the area.
- Visited homes and negotiated purchase and sales agreements to secure favorable terms.
Investment Solutions Representative
Fidelity Investments
Merrimack
08.2021 - 04.2025
- Handled inbound sales inquiries, assisting clients in opening and consolidating accounts to enhance client relationships.
- Advised clients on diverse financial products, including stocks, bonds, mutual funds, annuities, and insurance, to align with their investment needs.
- Educated clients on various investment strategies and portfolio management.
- Guided clients in investment decisions based on financial goals, facilitating personalized portfolio strategies.
- Provided guidance on fixed income trading techniques.
Sales Consultant
Rockingham Honda
Salem
09.2020 - 02.2021
- Collaborated with customers and sales management to finalize vehicle and warranty pricing agreements
- Generated store traffic through cold calls and referrals
- Secured customer satisfaction scores through effective service delivery.
Sales Consultant
Dan O'Brien Chrysler Dodge Jeep Ram
Methuen
03.2020 - 09.2020
- Exceeded quotas by negotiating and closing business effectively.
- Converted over 30 customers monthly, achieving top sales performance for 6 months.
- Completed 100+ outbound dials daily to secure appointments.
- Completed Finance & Insurance School through dealer program, gaining industry knowledge.
Sales Consultant
Peters of Nashua
Nashua
12.2017 - 03.2020
- Maximized profitability by identifying and communicating additional value to customers.
- Effectively learned and followed sales process to present vehicles based on customer needs.
- Built long-lasting relationships by delivering exceptional customer service and timely follow-up.
- Researched and maintained up-to-date product knowledge to enhance customer experience.
Education
Bachelor of Arts - Finance
University of Massachusetts, Lowell
Lowell, MA02-2023
Skills
- Strategic thinking
- Effective communication
- Team collaboration
- Presentation skills
- Relationship building
- New business generation
Certification
Series 7 License
Timeline
Planning Consultant
Fidelity Investments
04.2025 - Current
Investment Solutions Representative
Fidelity Investments
08.2021 - 04.2025
Property Acquisitions Manager
Creating Homeowner Solutions LLC
05.2021 - Current
Sales Consultant
Rockingham Honda
09.2020 - 02.2021
Sales Consultant
Dan O'Brien Chrysler Dodge Jeep Ram
03.2020 - 09.2020
Sales Consultant
Peters of Nashua
12.2017 - 03.2020
Bachelor of Arts - Finance
University of Massachusetts, Lowell