Cole Bender
Boulder
Summary
Results-driven fiduciary advisor with 3+ years of experience, skilled in client education, portfolio solutions, and business development, now leveraging investment experience to transition into wholesaling by connecting advisors with innovative fund strategies.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant III
Fidelity Investments
Greenwood Village
2023.09 - 2025.04
- Cultivated relationships with high-net-worth clients to highlight Fidelity's value proposition.
- Optimized employer-sponsored plans using Fidelity planning tools, enhancing partner business and client outcomes.
- Achieved 95.2% client satisfaction measure year-to-date, reflecting commitment to service excellence.
Workplace Planning Consultant II
Fidelity Investments
Greenwood Village
2022.12 - 2023.09
- Developed comprehensive understanding of clients' financial situations to enhance service delivery.
- Delivered targeted guidance on complex retirement strategies, including portfolio maintenance and contribution maximization.
- Facilitated rollover utility discussions to optimize clients’ retirement plan transitions.
Workplace Planning Consultant I
Fidelity Investments
Greenwood Village
2022.04 - 2022.12
- Introduced Fidelity 401(k) clients to the foundations of investing and saving for retirement through their employer plans
- Assisted with enrollments, investment and contribution selection in an individualized manner, understanding clients' long term and short term objectives.
Workplace Planning Associate
Fidelity Investments
Greenwood Village
2021.11 - 2022.04
- Implemented proactive outreach campaigns to enhance client engagement at Fidelity.
- Contacted up to 60 existing workplace clients daily, achieving an appointment set rate exceeding 10%.
Education
Economics -
University of Colorado Boulder
Boulder, CO2021-05
Skills
- Retirement planning and investment strategies
- Employer-sponsored plans
- Customer service and sales
- Relationship management
- Microsoft Office proficiency
Languages
- Spanish, Conversational
Certification
- Currently hold Series 7 & Series 66 licenses (acquired Feb 21)
Affiliations
- Vice President of Finance, Alpha Sigma Phi at the University of Colorado Boulder (spring, 2019 - FALL 2019)
Timeline
Workplace Planning Consultant III
Fidelity Investments
2023.09 - 2025.04
Workplace Planning Consultant II
Fidelity Investments
2022.12 - 2023.09
Workplace Planning Consultant I
Fidelity Investments
2022.04 - 2022.12
Workplace Planning Associate
Fidelity Investments
2021.11 - 2022.04
Economics -
University of Colorado Boulder