I’m currently working at vanguard as an outbound sales rep. I’m looking at switching to the fc role at schwab or fidelity. What are the pro’s and cons of the role and the different companies?@

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Have you tried reading online reviews? Those are usually pretty accurate. I would try reading those and see what info you can find that way.

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Same job… different flag…

funny

Hope you can get out ASAP…. Best of luck!

Not a good place gosh…

In a nutshell, the followings are my observation and stories I heard.

Fidelity
Pro:
1. International environment
2. Diversified business and products

Cons
1. Bureaucratic. That is why a lot of ppl who worked at Green Shop now at Vanguard… perfect fit

Schwab
Pros
1. More organized in terms of business structures
2. Seems to have bigger ambition for expansion

Cons
1. More domestic

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I work at Fidelity and the benefits are incredible. I don’t plan on going anywhere anytime soon. i will say to become an FC at Fidelity may take a couple years. Even if you are licensed you will start in a foundational role before moving upward. I would suggest looking at the Workplace Planning Associate role. Starts as outbound for a few months then goes to inbound/consulting. From that role, if you are already licensed with your 7 and 66, probably can expect to move upward quickly.

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How long to get from WPA to FC?

How did you get that job? As someone that’s been in sales since I was out of college, I’ve been offered customer service roles at V 3x .. mind you I cant get past their 1st round interview fir the sales role.

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