Currently interviewing with a few firms in SoFlo for Wealth Management and FA roles (both international and domestic)
UBS, Equitable, WF and Fidelity to name a few.

Wondering how current or former employees view the benefits, compensation and culture of these firms and which have the best opportunities for growth.

like
Posting as :
works at
You are currently posting as works at

Hey! Do you mind if I PM you since I’m in SoFlo but am struggling out of my mind to even get an interview for any role in WM even after being in the industry for two years.

like

Tried to message you but it said I can’t start a chat /:

To my knowledge we have the best retirement benefits with 7% match and 10% profit sharing.

like

Should I apply? I have the 7 +66 how’s compensation? Please advise

Fidelity will give you an endless trajectory of growth… speaking from experience. There’s also the peace of mind that we are privately held and grow organically. I feel confident with my employment status. Benefits are great, but not the number one reason I love it here

like

I’ve only heard good things about Fidelity, no wonder they’re a top #10 employer according to Glassdoor. Thanks for sharing

Related Posts

Any comments on Seimens Energy project in LTI?
How is work life balance and general wprk culture there

like

I have a VC/GE interview coming up (phone screen) and personally don’t know much about the space , it’s just an area that has always seemed interesting.

Does anyone have Recommendations on how to get up to speed/good questions to ask during the phone screen?

I would assume the first call will be pretty standard to any other company, but just want to be prepared.

like

How often office party happens in Deloitte credit risk team??

like

What kind of careers do people usually pursue after working in media planning?

like

Hello people,

I have seen lot of people on this app saying Synechron is Hire and fire and mostly don't recommend to join. I just wanted to know from people working here, how true are these claims?

like

Is it worth to resign in this recession time ?

like

Hi.. I have received an offer from a consultancy stating for 3 months i will be on their payrol as infosys as client and after 3 months i will be moved to Infosys payrol with permanent wfh. I have other offers with wipro amd capgmni both with same package. Please help me if i can trust the consultancy and go for infosys option

like

It's been just 2 months that I am working as a Manager in my company. But I'm really confused.
I was working vey hard and dedicated for past two years. But instead of giving a good raise, thay gave me a Position. I do really love this position and my work. But because of the poor salary, I don't know how much longer I'll be working here.

#metrology
#cmmprogrammer
#qualityengineer

like

Is there any advantage to telling a company you are interested in working for in the future where you decided to accept an offer from? Or does it not matter? I accepted an offer a week ago with a great company (Company A) that for this season in my life seems like a great fit and only strengthens what I have to offer company B down the road. Company B just sent me a request for interview and I want to keep the door open with Company B but they were just very late in extending an interview.

likehelpful

FDD people who are not interested in pursuing the partner route, what would be the best title to exit? Senior/Manager/Senior Manager?

like

How is tiger analytics in terms of work culture and employee benefits ?What is the annual hike percentage that tiger provides ?please pour your thoughts.

like

Hi folks,
Need your suggestion, I recently cleared all round of interview for PwC and in Director round discussion come to know it's emerging technology team, I am in cloud technology .. he told me Hr will discuss for slary as I asked them for Gurgaon location I got an email from hr to fill all details usually we do after joining company like pf nominee bank account etc....
Do I expect offer after how many days it's already 5 days, no hr discussion for salary just they asked to share documents.

like

Hey Fishes! I have joined Capgemini this month. Will I be eligible for the year end bonus? Pls let me know! Thanks 🙏

like

About to join BNY Mellon this month pune location as a Technical Lead. I am eligible for bonus in Jan 2023 or not ?

Hi fishes,
Wanted to know what is the probation period in cognizant and what is np in tht probation. Joined cogni in sep. Please help. @cognizant

like

Information required before your Amazon interview. Amazon

What is this mail ? And the position was not mentioned in the form, and I have applied to 3 different roles.

like

Just got a job offer with CVS. To say the least I’m super excited to work for an Fortune 5 company. However, the job offer 1k less than my current company, but I thought this will be boost my growth and experience. Was my choices a smart move? Has anyone took a job that the pay was less than your current company ? Also, any insight with CVS and how I can advance my career there will be greatly appreciate.

like

Hi fishes aand sharks,

If we are not happy with the hike percentage in appraisal. Can we ask more in the meeting with the PM? Wil they consider this request?

@kpmgindia @riskadvisory #frm

like
like

Is there a diff between starting GC process with FAANG or Big 4? Is the specialty occupation a concern in the GC process? Appreciate any insights!

More Posts

like

How many days does Deloitte take to release the offer for an immediate joiner?

like

Hi there! I’m a new grad PT trying to navigate/figure out what a fair starting pay is and if I should negotiate. I will be working in acute care for a well known hospital in Cincinnati, OH. Anyone willing to share their pay and YOE?

like

Hi everyone

Please help me to know where C1 falls in EXL hierarchy and what should be the range of pay cycle for C1 band

Thanks

like

Vayner? Anomaly? Ogilvy? Which one to jump to? Account Mgtm!

like

Are post-houses ramping back to in-person? I’m freelance and so far have had a couple in-person sessions but everything else has still been remote. I’m in NYC.

Hi 🐟,
I carry 7.5 yrs experience with a mix in B2B enterprise sales and E-commerce sales (own, 3rd party). Request you let know / refer any opportunities available in startups/otherwise.

Is it kind of crazy that Canada doesn’t have a price history for their properties

likehelpful

Go and collect your Welcome Kit / Return to Office kit 😜 from Barclays

Post Photo
like

As a chemical engineer, I have a lot of job opportunities, but as a recent graduate, I have had a hard time getting my first job. After my internship, I have only had 3 interviews. Does anyone know about any job bank for chemical engineers?

like

Thoughts on Ogilvy Chicago?

like

Saw FCB is hiring. How is it there? Down to grab/coffee or a drink with anyone (preferably creatives) that works there! DM me.

like

Thoughts on Wpromote?

like

I'm about to start my part-time MBA. Already feel like dropping out...

like

Happy Sunday ✌️

Post Photo
likeuplifting

At what point do you walk away when bosses or team values do not align with your personal values? Boss told me I’m too soft and I should be prepared to burn bridges if it’s a good outcome for company.

Anyone want to go on a date today? 🤷🏻‍♀️

likefunny

What is the best way to attract a new mate? I got out of a 7 year relationship (he was cheating on me for half of it) and I’m so confused on where to even start. I have a therapist and working on my trust issues - but I have self confidence issues. I’ve been burned for being ‘unattractive’. But I’ve seen girls that are objectively more unattractive than me have mates. So it must be a confidence issue? Those girls seem to glow while I am so sad. Or it’s the guys I go on dates with?

like

Which firms have the best tech/software?
What is Big 4 ranking in terms of tech?
How about local firms?

My laptop always crashes because it cant handle the software we use. Im on 3rd laptop.


Looking at making the jump, have offers from all the B4 and a few locals. Currrent tech is my biggest stressor and sometimes losing hours worth of work just ruins my day/week.

Primarily focused on Private Equity, and HNW.

like

Are there any gym membership or fitness discounts for Deloitte employees?

like

Additional Posts in Finance

Is there anything legitimate that one can do to prevent hair loss?

like
like

How long do you typically have to study for the below series exams?
7
66
55
3

like

Anyone know what other fishbowls are like?

like

Long vacations: anyone ever take a long time, something like 3 weeks off, all at once? Repercussions?

like

My weather app failed me. Snowing like crazy in NYC with no warning. Christmas miracle?

like

Cryptobros on suicide watch

like

Wait I thought the 'trump will repeal Dodd frank' thing was a joke or a hypothesis apparently it's not?!

like

27 and have been in RM since I was a summer analyst. What other roles/fields can I possibly do to sort of sustain this income without an MBA or CFA? Other than IR.. Serious replies only 🙏 TY!

like

Is your job congruent with who you are? In terms of your beliefs, life goals, etc.

like

North Korea - the boy (country) who cried wolf?

like

FRM is has narrow focus, demands depth, quick to complete

like

Suggestions for good coffee in midtown? I don't care for the ambience, don't care if there's a little wait time. Just looking for good coffee. My current favorites are Cafe Grumpy and Blue Bottle.

like

I should probably know this, but are companies required to refinance their debt if they are acquired?

like

Any of you working crazy hours have pets? (Specifically dogs/cats, not talking about fish here) How do you manage?

like

Fixed income vs Equity trading desk at BB? Why are trading desk at BB down year over year? Fixed income desks In particular! Future of trading leading to full automation?

like

thoughts on the GOP Tax Plan? how does it impact us from a banking perspective?

like

My daughter had tears streaming down here eyes this morning as she begged me not to go to work. I'm heartbroken. The weekend can't come soon enough.

like

Any chance of meeting smo serious on Tinder? I know it's mostly a hookup site, but have you met any exceptions?

like

Why are there VPs commenting in this app? For god's sake don't you have like significant others, spouses, more going on with your life??

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal