Ben Wright, Cfp® Email & Phone Number

Kansas City, Missouri Area

The Retirement Planner is part of Fidelity's Personal & Workplace Investments Organization, & delivers participant level guidance in an effort to drive Workplace and Retail sales opportunities, including, positioning PWI products and services as well as increasing plan cash flow and profitability while maintaining high client satisfaction levels within the Tax-Exempt Market place. The Retirement Planner delivers guidance interactions via on site one-on-one appointments with participants in 403(b)/401(a) retirement plans. On site guidance ranges from basic concepts such as company plan overview to more complex topics such as income planning and portfolio reviews.

Reno, Nevada Area

Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients within Fidelity's Personal and Workplace Investing business unit. Account Executives work with clients and establish long-standing relationships. My primary role is to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts.

Reno, Nevada Area

The Investments Representative deals one-on-one with customers on a broad range of investment issues. The Investments Representative is supported by innovative technology, a wide variety of investment products, and a dedicated management team.

The Private Client Specialist works with customers who are assigned to a designated Private Access Account Executive. The role of the Private Client Specialist is to provide customer service and operational support to the Private Access Account Executive.

Relationship Managers assist Wealth Advisors focus on the financial aspects that are within your control, while analyzing and preparing for a variety of scenarios that could unfold in your financial life.

-Oversaw the recruiting efforts of an outsourced inbound customer service contact center of nearly 1,000 employees.-Worked closely with other departments; assisted in employee relations' issues, investigations, and employee disputes-Administered 401k, Pension, Employee Stock Purchase Plan, and Tuition Reimbursement Programs-Increase employee retention by fostering an open door policy, team collaboration, and communicating effectively

Masters, Personal Financial Planning

Bs, Management And Human Resources