Former Employee4.4Jul 24, 2025Great company culture. Local management (branch managers and area leaders) are hit or miss.
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 Employee4.1Nov 20, 2023Great learning experience. Different than tech sales - so model doesnt exactly fit. Not as much earning potential as tech
Great learning experience. Different than tech sales - so model doesnt exactly fit. Not as much earning potential as tech
