Fidelity Investor Center Job as Account Executive

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adamrose's picture
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Joined: 2012-07-16

Anyone have any information on the Account Executive job at a Fidelity branch servicing and upselling customers in the 250k - 1MM range? It's called the Premium Services group. Basically, they give you 42K-46K base salary, a 100 households or so, and then you have an open track to run on in terms of calling existing Fidelity customers to have them move into managed money. I had a phone screening, then a face-to-face with all 3 branch managers in my area. They had probably interviewed 10-12 people for 4-5 jobs. The guy before me came out of the interview after 4-5 minutes. I lasted for 15-20, did a good job. Waiting for them to call and make an offer. Here's the weird thing... they didn't let me ask questions, they just kept asking me questions. They all said I did a great job however, this leaves many unanswered questions about the position. I am currently a FA at Chase Bank, and have 18 million in assets but no future here. Being in the bank is getting annoying. I am young (28), have an MBA, and 5 years experience. Would moving to Fidelity be a smart move? Staying at Chase is only getting worse with the introduction of Chase Private Client. Can you guys all share your thoughts on the Fidelity job and maybe some advice on staying or going to Fidelity if I get the offer?

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