Monkey to Millions
Monkey to Millions
Wall Street Oasis
E55: Victor (Session 11) - CFP and Insurance Tests on Deck
29 minutes Posted Nov 17, 2022 at 11:00 am.
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Show notes

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.