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Hello Fishbowl Family . 3.5 YE & Series 7, 6, 63
I have 2 Offers currently.
1. Associate Advisor role at JPM Chase Atlanta 85k Base. No Commission or Sales. What type Of Annual Performance Bonus can I expect in this role?
2. Retirement Planner role at Fidelity in Houston (Remote) 70k Base 15k =100% Bonus w/Cap of 30k= 200% Bonus. *My Recruiter says Growth into a Senior/Director Planner role is easier @ Fidelity. Thoughts? Advice?
Fidelity Investments JPMorgan Chase
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I have not worked in healthcare, but as an AA for Big Law in NYC for 6 high-level attorneys (2 are partners), I have needed the skills to work under pressure (and do it all with a smile— in the end, AA is a customer service job). Can juggle a multitud of urgent tasks from different principals, and prioritize. FAST learner. Being pleasant (yes, they value this— and I’ve been complimented on it… as a woman, it bothered me.). Adaptable / malleable to unique needs of each principal and practice area. SCHEDULING. BILLING. Knowing what your principal needs before they need it. Quick turnaround in editing of documents and responding to any client inquiries. In the end, these LPCs are fancy names that combine legal assistant with the diminishing role of admin assistants (in a world where younger attorneys have the tech know-how to do most things themselves). You’ll do great!
I should probably also include that the difference between AA and legal assistant guarantees a little bit more exposure to the legal process— which is good if you’re interested in getting some substantive work in the field. Usually involves organizing and tracking of client info and docs.