Fidelity Financial Rep or USAA Wealth Advisor?
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Fidelity Financial Rep or USAA Wealth Advisor? I believe that I will have the choice of both and wondering which way is better? I know they are not the brokerage route, but I completely bombed trying it out with MSSB from 08 to 10, market conditions ate me for lunch... Looking to get on with a good firm that has some type of salary stability tied to job.....
I bank with USAA and love them. They also have a loyal customer base. I do have a brokerage account with them as well (never used it for investments)...but other than that, I really don't know much about that role. I assume it is probably like being a "broker" at Schwab or TD - but I assume the clients are better.
Whoever offers you the best salary and bonus potential. You really aren't giving us enough to go on.
Fidelity has a better name in the Investment industry. USAA in military focused, known for great service, high pressure one-on-one sales tactics, sub-par investments. If you want to go the insurance route with "cash-like" investment strategies, USAA is your choice. If you want to be investment focused, Fidelity is the better of the 2 options.