Kasey King
Fort Thomas
Summary
Professional Summary
As an investment solutions representative II I am known for strong key performance indicators, financial acumen including the fixed income skillset, and effective problem-solving. I prioritize team collaboration and adapt well to changing needs. I am an effective communicator with focus on client relationships and strategic planning to help our clients achieve their goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative II
Fidelity Investments
12.2025 - Current
- Developed comprehensive knowledge of fixed income solutions to enhance client support and engagement.
- Conduct Fidelity go coaching appointments diving into topics such as budgeting and debt management
- Coordinated follow-up meetings to ensure ownership and enhance the client experience
Investment Solutions Representative
Fidelity Investments
09.2024 - 12.2025
- Effectively communicate investment concepts to clients in a clear, concise manner that facilitates understanding and decision making.
- Navigate challenging market conditions by staying well-informed on global events impacting investments
- Work with clients to develop financial planning strategies and solutions through evaluation of finances.
- Connect with our clients by obtaining clients drivers and concerns to understand how to best assist
High Net Worth Representative
Fidelity Investments
07.2024 - 09.2024
- Built upon my knowledge of a CRA and added precious metal trading and international wires to my skill set
- Streamlined service operations by implementing efficient processes for maintenance, complex trading needs and reporting with white glove treatment.
- Contributed actively in meetings sharing my best practices and knowledge with peers to foster a culture of continuous improvement.
Customer Relationship Advocate
Fidelity Investments
09.2022 - 07.2024
- Service varied customer needs, including balance inquiries, money movement, trading, and more
- Ask clarifying and open-ended questions to uncover the client’s need
- Foster an environment where clients are empowered to self-service
- Demonstrate empathy and passion for helping people
- Ensure an excellent customer service experience through a phone interaction
Skills
- Guidance and Coaching
- Cultivating Relationships
- Fixed income specialist
- Empathy
- Time management
- Multitasking Abilities
- Teamwork/ Collaboration
- Income and retirement planning
Accomplishments
- SIE, Series 7, Series 63, Series 66
- 2022 Q3 EIA (Coaching)
- 2022 Q4 EIA (Coaching)
- Received an E for performance year 2025
Certification
- Participated in multiple ISR open houses
- Send out weekly market updates
- Participating in the shadowmatch program to teach others about the ISR role
Timeline
Investment Solutions Representative II
Fidelity Investments
12.2025 - Current
Investment Solutions Representative
Fidelity Investments
09.2024 - 12.2025
High Net Worth Representative
Fidelity Investments
07.2024 - 09.2024
Customer Relationship Advocate
Fidelity Investments
09.2022 - 07.2024