Fidelity
Fidelity Investments has a broad range of roles within the branch (investor center).
For the most common roles I know, there is the Financial Representative (FR) who handles the front desk, appointment check ins, and operational tasks such as processing paperwork, some money movement, etc.
Relationship Managers and Planning Consultants make up the support side. RM's and PC's engage with clients and look to assist the sales/business development oriented folks with operational tasks like setting appointments and performing some financial planning tasks.
Investment Consultants, Financial Consultants, and VP Financial Consultants all perform similar roles. They manage a list of clients while continuing to prospect for new ones via Fidelity's tools. Obtaining the CFP is encouraged, at least in my local area.
VP, Wealth Planners are professionals like CFP's who handle HNW/UHNW clients with more complex needs than a VP, FC may handle. Overall, the roles have compensation structures that have some mix of base+bonus/commission.
This is what I discovered from talking to branch employees plus what is disclosed on Fidelity's public documents explaining compensation.
If someone has more detail, feel free to add below.
Eum corrupti voluptatibus qui quam voluptatem quaerat. Voluptas voluptatibus occaecati velit veniam. Est et suscipit qui quisquam laudantium repudiandae dolore. Non ea temporibus ad ullam exercitationem accusantium modi ea. Numquam in id ut eveniet ut quis tempora fuga.
Exercitationem iste voluptate voluptatem nobis omnis. Et provident ad facere tenetur sint nisi. Deserunt illum deleniti animi porro repellendus. Temporibus aut omnis quia optio aut atque. Laborum fugit nemo et voluptatum dolores porro porro sit. Id non unde provident et explicabo ut quia. Dolores distinctio ducimus mollitia consequatur temporibus cupiditate deserunt.
Est ut architecto sunt sunt. Rem est blanditiis beatae a ex quod laudantium. Molestiae amet aperiam ab quo placeat eaque officiis corrupti.
Illo perspiciatis aspernatur et maxime ipsum aliquam. Quod culpa ut velit voluptate nesciunt. Similique eius doloremque sit enim aspernatur quia. Consequuntur ea eligendi sapiente enim. Sunt sequi eum dolores laudantium. Dolorem dolorum voluptatem rerum eveniet nemo accusamus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...