Open to opportunities

Joshua Causey

@joshuacausey

Message

Detail-oriented finance professional with a passion for client relationships.

United States

Message

What I'm looking for

I am looking for a role that allows me to leverage my finance expertise and client relationship skills in a dynamic environment, fostering growth and innovation.

I am a finance professional with a Bachelor of Science in Finance from Northern Kentucky University, and I have built a successful career at Fidelity Investments. My journey began as a Workplace Planning Consultant I, where I developed strong relationships with clients through effective communication and personalized service. I guided both active and inactive 401(k) participants, helping them navigate their options and understand the complexities of their retirement plans.

As I progressed to Workplace Planning Consultant II, I continued to enhance my skills in client engagement and investment planning. I worked closely with higher-valued asset participants, co-creating tailored strategies to meet their retirement goals. My commitment to understanding client needs and providing actionable advice has been a cornerstone of my professional ethos, driving me to deliver results that positively impact their financial futures.

Experience

Work history, roles, and key accomplishments

Workplace Planning Consultant II

Fidelity Investments

Sep 2022 - Present (2 years 9 months)

Connected with clients to build effective relationships through calling and inbound calls. Guided inactive and active 401(k) participants through all their available options while introducing them to our services. Provided investment advice and planning recommendations to those who were unsure of next steps for their active or inactive 401k plans.

Client Relationship Management 401K Retirement Planning Investment Recommendations

Workplace Planning Consultant I

Fidelity Investments

Jun 2021 - Present (4 years)

Connected with clients to build effective relationships through calling and inbound calls. Guided inactive and active 401(k) participants through all their available options while introducing them to our services. Co-created with participants to understand their goals and visions for retirement and created a plan of how to achieve those goals and visions.

Client Relationship Management Retirement Planning