Current Employee4.0Oct 21, 2023Positive review of fidelity. They have a product aligned to the market and provided great inflow
Current Employee4.0Jun 11, 2024Working as an Investment Consultant at Fidelity gives you the opportunity to work with a high volume of clients and master your sales process. The demand for managed accounts (main product) are high so it really is a matter of communicating the value of the accounts and booking enough appointments. Great company culture.
Working as an Investment Consultant at Fidelity gives you the opportunity to work with a high volume of clients and master your sales process. The demand for managed accounts (main product) are high so it really is a matter of communicating the value of the accounts and booking enough appointments. Great company culture.
Former Employee4.7Aug 21, 2024Good, customers are fidelity customers not your own when building a book
Former Employee3.4Nov 29, 2024My overall experience was good! This position was well organized, and had awesome benefits!
