Wall Street Oasis
チャンネル登録者数 2.86万人
230 回視聴 ・ 2いいね ・ 2022/11/10
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.
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WSO Podcast:
Apple: podcasts.apple.com/us/podcast/wall-street-oasis/id…
Spotify: open.spotify.com/show/7nQxuApNXFkUSvojQGKyAQ?si=Gr…
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