How much does a workplace planning consultant make at Fidelity?

The typical Fidelity Investments Workplace Planning Consultant salary is $53,399. Workplace Planning Consultant salaries at Fidelity Investments can range from $45,778 – $66,104.

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Just so, how do Fidelity Financial Consultants get paid?

Base pay: All Fidelity representatives receive base pay. Base pay can range from 26% to 93% of a representative’s total compensation and the amount of base pay varies between representatives based on experience and role.

In this regard, does Fidelity offer financial planning? Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee.

Likewise, people ask, how Much Does fidelity make a year?

While Fidelity Investments employees earn an average yearly salary of $86,379, different roles can command different wages. Some of the job titles with high salaries at Fidelity Investments are director, investment advisor, lead technician, and trader.

How much does a customer relationship advocate make at Fidelity?

The typical Fidelity Investments Customer Relationship Advocate salary is $45,608. Customer Relationship Advocate salaries at Fidelity Investments can range from $40,996 – $55,745.

What do Fidelity Financial Consultants do?

That entails building long-lasting relationships, as well as helping them achieve their financial goals. I handle everything from investment planning, retirement planning, estate planning, income planning and helping to navigate family conversations around the family’s finances.

Is Fidelity a good job?

Fidelity makes an excellent place to kickstart a career. They may be a financial institution but they have something for everyone. … Great corporate culture, strong Enterprise Leadership Team, competitive pay and amazing benefits are just a few of the reasons Fidelity makes a great first job.

Are Fidelity Advisors commission based?

$0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs) and options (+ $ 0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).

Are Fidelity Financial Advisors worth it?

Fidelity is a well-respected investment brokerage firm. They earn high ratings from various recognized third-party sources, including: Investor’s Business Daily—Best Online Broker 2018(for the fourth year in a row). StockBrokers.com—Best Online Broker 2018.

Is Fidelity a good money manager?

Fidelity also offers a large selection of funds with low or no minimum — all Fidelity funds for individual investors require no minimum investment. Research: Fidelity is strong here, with stock research from 20 third-party providers, including Recognia, Ned Davis Research, Thomson Reuters and McLean Capital Management.

Do Fidelity Advisors cost money?

Gross advisory fee applicable to accounts managed through Fidelity® Strategic Disciplines ranges from 0.20% to 0.49% and gross advisory fee applicable to accounts managed through Fidelity® Wealth Services ranges from 0.50%–1.04%, in each case based on a minimum investment of $2 million.

Does Fidelity Investments pay well?

How much does Fidelity Investments in the United States pay? The average Fidelity Investments salary ranges from approximately $36,756 per year for Customer Support Representative to $147,090 per year for Regional Sales Director.

What does a Fidelity portfolio specialist do?

Job Description

You will act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. As a Portfolio Specialist, you will focus on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client s Account Executive.

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