I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

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It’s a great role, should be able to get around or above 100k in total comp for the year. Just know you’re not running the book, you’re helping support 1-2 advisors books and working with their clients. But it’s an easy transition after 12-18 months in the role into being an FC

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It’s an easy 100k job with little pressure. Many are happy staying in this role. But if you’re looking to make more, like others said, it’s not a very long time to get promoted into a higher paying role.

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Yeah I’d say it’s the easiest job within the branches

Get out of the banks!

Yeah why

I’m assuming you have your series 7 and 63 before starting. I’m also interested in the PC role in fidelity. But JP won’t sponsor the 7 so trying to see how I can get it and jump into the PC role. I have 2 years of CSA experience and 4 years of business development experience.

You’d need the 7 and 63/65 or 66 to come straight into that role. Outside of that you could come in as an FR, maybe RM, and get sponsored for your tests and continue to work your way up

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