Josh Weiss

Experience

• 

  Goodale's Bike Shop

  Jan 2016 - Jun 2017

  Sales Specialist

  Used my knowledge and industry expertise to assist customers in finding the right bike/gear for them.

• 

  Basin Ski Shop

  Jun 2019 - Nov 2019

  Web Content Writer

  Wrote descriptions for products in the ski industry to be published to the Basins website.

• 

  Fidelity Investments

  Jan 2021 - now

  - Handling a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM.- Sharing your expertise with client on the managed money industry and Fidelity's product line including existing products and the launch of future products to meet client needs- Participating in joint phone calls with Financial Consultants and clients for Annual Strategic Reviews, presenting recommenda-tions, retention/at risk conversations and additional sales opportunities• Conducting pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio construc-tion, rebalancing and reallocation strategies• Demonstrating effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Personal and Workplace Advisors LLC| utilizing internal support resources• Effective profiling, funding, investing procedures, risk mitigation and compliance oversight Tunjukkan kurang o Conduct annual reviews with clients to update their financial plan and provide a recommendation within their managed account as a part of Fidelity’s Advisory Services Teamo Improve upon financial plans using our discounted cashflow modeling platformo Provide up to date information on markets and our products as a liaison to our portfolio managerso Birthday initiative- Send e-cards signed by the team for recognition and team rapporto Guidance Champion- Work as a liaison to our National Planning Consultant o Featured in the associate spotlight of the week January 2024o Excellence in action award recipient (EIA) Q4 2024 Tunjukkan kurang o Private Client Group- field inbound calls from our most affluent clientele (assets 1MM+)o Selected to participate in the wealth management pilot program. Leveraging techniques such as the FRM and outbound calling, the aim was to improve client retention and TOA ratioso Helped with topics ranging from; website navigation, derivates, margin, managed accounts, and tax implicationso Culture Champion- Organize team outings, and recognition for birthdayso Mentor- Host call showing sessions and work 1:1 with newer associates to the teamo Consistent leader for the site in call efficiencyo Excellence in action award recipient Q3 2022, Q1 2023o Two-time managers choice award recipient, and featured in associate spotlight of the week February 2023 Tunjukkan kurang

  • Investment Managment Consultant II

    Jun 2024 - now

  • Investment Management Consultant I

    Jan 2023 - Jan 2024

  • High Net Worth Associate II

    Jul 2023 - Jan 2023

  • High Net Worth Associate

    Jul 2022 - Jun 2023

  • Financial Representative Loan

    Jan 2023 - Jan 2023

  • Customer Relationship Advocate

    Jan 2021 - Jun 2022
• 

  Associates in Accounting PLC

  Feb 2021 - Jan 2021

  Accounting Intern

  Assisted with payroll and financial reporting for businesses in the greater Burlington area. In doing so I utilized software such as QuickBooks, Creative Solutions, and Microsoft Excel.