First Job Help: Fidelity Investments

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Dec 29, 2014 7:24 pm

Hi guys I am trying to break into the industry. After having done poorly at UT Austin in my first 2 years I salvaged my grades by switching majors from business to sociology. Anyways I know that was a mistake but I was able to make a 3.2 GPA. I have been looking for work, just graduated this December. My goal is to work in wealth management. 

Anyways at a job fair I was just offered work at a Fidelity Investments call center as a Financial Representative. They require the series 7 & 63 licenses, and will pay for CFA certification. I was wondering what if anything do you guys know about the possibilities of parlaying this into a more lucrative position.

Most job reviews say this is a dead end job with no chance for advancement within Fidelity. They said it was hard to move out of the call center track into other branches of the company. Can a position like this be a good starting point into the industry? Would you guys just advice me to let go of this goal to enter wealth management? (I have been offered some management positions in the retail industry).

Any help, opinions, as well as criticism would be greatly appreciated.

Apr 4, 2015 8:43 pm

What decision did you end up making?

Apr 17, 2015 9:45 am

don’t join call center, its not a career job.

as you did not performed well in business studies, i would recommend leaving the plan of Wealth Management.

if you still want to join this field, do some relevant certifications/diplomas first