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Go for the JPMC job, aim to get the CFP and move up that way! If you don’t have to worry about sales numbers, you can just focus on other things that will help you grow!
Community Builder
I just interviewed for the Senior Advisor role. If you have experience, that’s really the only role worth going for. I was offered other roles, but I wouldn’t take anything besides the Senior FC role, that’s only one you make over $200k. Depends on your experience and where you are in your career though.
The math in #2 confuses me greatly
Sorry trying to convey that if I met 100% of the goal/targets the bonus would be $15k & the max is up to 200% of the Bonus which would be $30k
Community Builder
Go with Fidelity. The banks are getting stricter and stricter everyday and revenue is getting lower and lower. They’re also making it impossible to build a book at a quick pace anymore like we used to, takes me 2 weeks to open an account now. I’m at Citi, but all the banks are the same crap now.
Have a colleague at Fidelity who left fidelity to take that same JPM job, he hated it and came back! Fidelity def has better benefits, 7% 401k match and year end 10% of total comp for profit sharing! I put 7% into 401k and fidelity puts in 17%
What part did your colleague hate about the JPMorgan job?
What I can tell you is that people who have left Fidelity in similar rolls or other rolls have regretted it in almost every case. And, I have never heard many positive things about being an advisor @ JPM.
I'd say go with Fidelity. I know A LOT of advisors that have left Chase and have never been happier. They left for many of the reasons listed in other posts.
Is JPM high net worth ? What is client investable asset min ?
The only reason I ask is cause there are three types of JP Morgan advisors. If you’re on the high level, they bring you in with just the base salary they weed out the negative people and then eventually you get a book of these high net worth people which is 100% worth it. On some of the lower levels you might be stuck being the analyst for an office which doesn’t have as much room for growth
Retirement planner role will likely be less stress but you may have more travel associated with it. Also unlikely to get 200% realistically because that means someone else in your team or total amongst them loses 100% of their bonus(es). Most I’ve ever seen is close to 150%. But a ton of long term potential and growth opportunities depending what you’re looking for and the benefits at Fidelity are much better