I am currently pursuing a position to be a 401k workplace planning consultant with Fidelity Investments. I would like to connect with someone who has gone through that training and early hiring process to make sure I have a solid understanding of the position. This is specifically for the Raleigh/Durham NC area if possible.

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

Related Posts

Quick survey - what is the highest paid position in an ad agency (excluding CEO/CMO)?

like

How many desis have done EMBA or part time MBA from top schools while working & on VISA ? At what age, role. Just for some inspiration.

like

I’m new on the job search and still employed. I’m looking to grow further in the logistics industry. While I look for work, it’s a bit discouraging seeing how hundreds of people apply for positions I see on LinkedIn. I still apply because you never know and AI plays a huge effect in selections. Should I even bother applying when there are more than 100 applications?

like

Received an offer as Engagement Director from Salesforce (CSG, pre sales, L9). Great benefits package, 40% increase in total comp and better WLB.

I do love the people in my practice and current client, but career trajectory has stalled after taking parental leave earlier this year and (yet another) change in leadership.

Realistically, making to Director is 2-3 years away and will require sacrificing time with my family that I am not prepared to give up.

Should I stay or should I go?

like

Feel like everytime I have a potential job the moment I interview face to face it all falls apart. Are there certain key mistakes you guys notice that detract from someone even if they have good work?

like

Are any consulting case books on Amazon worth it, and if so which are they?

like

I have been offered Technology analyst role instead of test engineer analyst role in Accenture. Is it okay ? Or is it something i should be concerned about ?

Accenture

like

What is the Medical Insurance amount provided by the DTICI? And for this, premium will be deducted in the monthly pay? Or it'll be taken care of by the employer itself? Any info regarding health insurance is not provided in the offer letter. So, I'm willing to know about this.
Would anyone please clarify this query.

like

Anyone know the hiring process at children's health and what questions to get prepared for?

like

Bank of America I have come to know there are multiple openings in Product Control dept. I have total 9+ yrs of work experience, can anyone refer my CV?

like

I have been talking to a recruiter for a little over a month about a position. I let her know out the gate that I really wasn’t looking to change jobs, but she just kept wanting to continuing the conversation. I didn’t have 2 interviews with the hiring coming and they know that I am not really looking to make a switch. They are now working on an offer letter and I know they’re going to offer me more money. I’m having my annual review this week. Any advice on how to handle a) job offer b) review?

like

Hey everyone, I have my first interview coming for Project Management role at Meta. Any tips or recommendations? Does anyone know the layout of the interview?

likehelpful

Does any one know what kind of questions are asked in the case study round of Publicis Sapient for the role of Program Manager?

like

Hi fishes,
I had interviewed for Cognizant and I was asked to submit my documents for offer letter release. This happened on the same day as my interview(Friday 6th May). I submitted my documents and I am trying to contact the HR who scheduled my interview, but she is not picking up my call. My question is how soon can I expect the offer letter to be released? And is there a possibility that they can reject my profile at this stage?

like

Which is the best way to apply for the job from the company portal or to find someone to refer to

Hi! In the process of switching from South FloRida to PA again to work at a hospital but making the same money? The switch would open me to be closer to family for support and the have a nursing prog,since the benefits are attractive and I’m looking forward to the future growth. The thing is they claim i only have experience of 7 years and offering me less than what I make now. I wanna go, but any suggestions on this negotiation cause I would still need to pay for a place to live and expenses.

like

Has any obtained an associated GC position (general) from a big law specialty position such as tax? Any recommendations on how to present yourself as competent?

like

How long a fresher required to be in the position of becoming a team leader or equivalent to that position, just want to know because here in Citi one need to spend at least 4-5 years in order to become a team leader.(considering his work and performance is among the top 3 every quarter)

like

I have cleared all rounds with KGS  and pending salary discussion. What should be my expected salary with 6 yoe into BI development role? CCTC is 15 Lakh.

KGS KPMG KPMG India

Interested in getting opinions on Wipflis benefits

like

More Posts

Hi Fishes, I joined FIS global Pune recently. What are benefits of National pension scheme - employer contribution at FIS ? Any idea?

Also where we can use meal card?


FIS

I have tons of mushrooms, what should I cook?

like
like

Good Afternoon. I have been with my current company for ten months. They quickly realized that I was overqualified for the position I was given. I have been increasingly given more responsibility and even more side projects. I have also been proactive and searching for internal positions that fit my skill set. Can I get suggestions on when would be the opportune time to ask for a raise? Should I wait until my one year anniversary? How should I go about this?

like

What are the raises like for a Registered WM Client Associate at BOA/Merrill Lynch? Are they on an annual basis and are they competitive?

like

UKG is looking out for below roles. DM if interested !

Post Photo
like
like

Is it wise decision to stay in cts if pkg matched. Not so sure. Have offer from other service based. What diff it will create comapred to cts all service based are same.

like
like

Hi Guys,

Can anyone refer me to BCG

TIA

like
like

Hi all. I am looking for an immediate job as a PO or PM in Delhi NCR. My LWD is 15 Dec

like

Asking for two of my friends. Age around 22. 1 has done B.Sc in Nursing. And the other has done B.Sc in Agriculture. Both have become hopeless into their respective fields after looking for job and not being able to fetch any better. They want to switch to IT. My question is can they do this if acquired sufficient skills! I mean irrespective of their background, will a company hire them as a intern or fresher? If it's possible, then kindly suggest. TIA. 🙏🏻

uplifting

How long do you really think you’ll stay in advertising? What does your career trajectory look like? I was recently asked and it took me by surprise for a second tbh. The most obvious answer was “work my way up to CD.” But what about becoming a super seasoned and experienced creative forever? 🤷‍♀️

like

Hello! I just received my PSM I certificate for scrum master and I need help finding a mentor or a coach. Currently I am looking for new roles and would love any advise or referrals anyone may have in order to further expand my knowledge.

like

@Assurance - Promotion letters started rolling out already?!

likehelpful

Does EY gds started asking to call there employees to base location?

like

Deloitte US just announced layoffs. Any other B4 started layoffs too ?

like

L7 for 8 years is correct band ?
And what is general experience criteria for L6

like

New to insurance, please can someone explain what "capacity" means in the context of a managing general agent or coverholder in the insurance world? E.g. "An MGA securing more capacity to write D&O lines"

like

Additional Posts in Asset / Investment Management

Coming straight out of BIG4, I’m likely expecting an as a VP in CITCO - opinions / thoughts?

like

Isn’t 100k base pay too little at a boutique asset mgmt firm? 4 yrs buy side experience, started at the same firm straight out of college.

like

How many annual leave days do you get? (I’m in the UK and a company i’m considering offers 25 days off a year)

likefunny

Curious what’s a fair salary in MA? Was just told that there is likely not going to be a chance for a raise during my upcoming performance review due to my salary already being “above average for the industry” based on my employer’s questionable research. I’ve been with the company 8.5 years & am the only one in my role, which they can’t operate without. I execute tasks from two investment advisors and two financial planners - they make the decisions of what should happen & I make it happen.

likehelpful

What is the typical pay range for fund of funds? Looking for salary / TC information.

like

Can we start a thread of the most toxic firms? Include firm name, location, and department (if this was a large company).

like

Are alternative investments a good area to get started in? I’m making a career change from insurance and like asset management, possibly at Northern Trust. They have openings for alternative investment analyst and I wasn’t sure if that is a recommended area to start in or would that not allow for growth? I just don’t want to get stuck in a specialty and not be able to move up because of it. Any advice?

like

Took a role at a family office last year working directly for a billionaire. Really regretting it now because I trusted his “discretionary bonus” and got screwed on comp (20% bonus despite good review - he doesn’t want to pay market). I don’t see a future working here and have been interviewing for a few months but it’s hard to make my way back to an institutional firm. I feel sick every day I go into work because I think I’ve derailed my career. 6 YOE with prior exp at a well-known SM HF.

like

Any good job pivots from wealth management into another career? I’ve been a wealth management advisor at a wirehouse for 7 years. Wanting something with less emphasis on selling and business development. Any suggestions?

like

Would you consider corp dev & strategy “back office”?

like

Due to obvious conditions my comp for the calendar year (salary+bonus) is back to 2017 levels although my overall sales are more than double and 1/3 less total comp than last year. It seems like comp opportunity is always decreasing during good times (I get it) but when it comes to adjusting during bad times, nothing was done. Is this normal for industry sales?

likehelpful

Hi, is CfA still worth it? I work in infrastructure private equity and recently I have been promoted to investment manager. I would like to know what other qualifications/courses are relevant at this stage in order to boost my credibility and knowledge.

like

How much was your bonus this year?

like

For buy side analysts, are there logical career moves one can make after having a couple of years of working experience?

like

What is the bonus structure like in Top Tier BB (JPM, CS, etc.) Private Banking Solutions (Investment Side) groups in NYC? Analyst, Associate level? Looking for a percentage range and understanding how it compares to IB/S&T bonus structure.

like

Any needs a great cfa tutor dm me.

like

What’s a reasonable salary/compensation package for a Director of Asset Management in San Diego, CA?

like

Anyone here works in blackrock alternative investors group? How’s the culture and career progression like?

like

Is the CAIA content worthwhile? Anyone take it and have any insights to offer on. Is the content provided in the education applicable info to their employment?

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