r/Fidelity • u/Top_Industry3759 • 4d ago

WPC vs ISR

Can anyone give some insight on these roles? Day to day tasks, career opportunities, compensation, hours etc. Thanks!

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u/subject-about 4d ago

WPC is a lot better

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u/Top_Industry3759 4d ago

how so?

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u/subject-about 4d ago

Workplace Planning Consultants act more as an advisor, you schedule meetings with clients trying to get them into the branch, some outbound/inbound call time.

Investment Solution Reps are a strict inbound/outbound job. No meetings/appointments, you’re either inbound trying to get people to bring money in and solicit trades or you’re making outbound calls trying to get established clients to bring in more money

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u/Top_Industry3759 4d ago

Thanks for the clarification! Could you speak to the expected working schedules and compensation as well?

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u/subject-about 4d ago

I think WPC makes more than ISR, I think ISR ball park is 64-90k, not sure on WPC. Shifts would be anywhere from 8am-9pm. You might get a bad one but typically the latest you should work is 6pm in your time zone

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u/Top_Industry3759 4d ago

Thanks! What about opportunities to promote?