Looking at roles at Fidelity Investments, most the Financial Consultant role. I would appreciate some insight on the day to day of the role, the comp structure, and life at Fidelity. Thanks!

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Fidelity prefers to hire internally for FC, but they still hire externally on a fairly regular basis.

The day to day is client appointments, book management and prospecting for the most part. FCs have a small team of licensed individuals to help with relationship management as well.

comp structure is variable of a modest base and a majority of it coming from quarterly bonuses/BPs.

Total comp can be 150k on the low end to over 220k depending on performance and location.

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Sure, base is right around 75-ish for a new FC. Can be location-dependent though.

Days are pretty much 9-5, but that can be fluid. No one’s policing your hours worked or anything like that. Just produce. The hybrid expectation in a branch is 2 days per week in-office and you get to choose what those days are. If you end up in a regional center, they’re on a 1 week in, 1 week out type of schedule. For those weeks in-office you’re expected to be in all 5 days unless you have PTO.

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