Active Bloggers

Reggie Culpepper Reggie Culpepper
Clark Atlanta University class of 1998
Kennedy Williams Kennedy Williams
Spelman College class of 2020
Min.Dr.LaDonna Blaylock D.D. Min.Dr.LaDonna Blaylock D.D.
class of
HBCU CONNECT HBCU CONNECT
Central State University class of 1995
George Cook George Cook
class of
Beverly Johnson Beverly Johnson
class of
LaMarr Blackmon LaMarr Blackmon
Cal St Univ, Long Beach class of 1992
Nicole Rankine Nicole Rankine
University of Georgia class of 2000

A career change with Fidelity: three Financial Consultants explain their different journeys

A career change with Fidelity: three Financial Consultants explain their different journeys
Posted By: Reggie Culpepper on December 10, 2021

Gay’s career path into the financial services sector is both inspirational and unconventional. When Gay graduated with an IT degree, she found that technology jobs in her country, the Philippines, were hard to come by. “I’m not from a wealthy background, so to support myself I took a role in pharmaceutical sales. But by 2006 I was struggling financially as a single mom,” says Gay, who now works as a Financial Consultant at Fidelity Investments in Redmond, Washington.

To boost her income, Gay left the Philippines and secured another sales job – this time on a luxury cruise liner. “I lived rent free and travelled the world, but although I could finally provide for my family, I had to live apart from them, which was a huge sacrifice,” says Gay. After five years at sea, Gay married and moved to Washington State. She got her break into finance when Wells Fargo hired her as a bank teller, and then grew her career across three other firms, before joining Charles Schwab as a junior financial advisor.

Last year, Gay decided to take her career to the next level by training to become a fully-fledged Financial Consultant at Fidelity. “I attended a networking event at Fidelity and got a taste of the inclusive culture. I just felt like I belonged here,” she explains. “Having grown up in poverty, I’ve seen the positive impact of saving and investing first-hand, so I wanted to work somewhere that empowered me to help others with their finances,” adds Gay.

Gay isn’t the only person who’s made a big career change thanks to Fidelity. Patrick had just spent 10 years in the U.S. Army when he became a Financial Representative, an entry-level role, at Fidelity via a corporate fellowship. “I’d been interested in investments for a long time, so I applied to several financial firms when I left the army. Fidelity really stood out. I walked into a local Fidelity branch one day and the manager was kind enough to give me 10 minutes to explain what the firm is all about,” he says.

Patrick ended up working for the same manager, based in a Portland, Oregon branch. “He and the whole team motivated me to be successful and supported me in getting my FINRA licenses. The career progression opportunities here are great. Fidelity has also allowed me to use some of the skills I learned in the army. As a captain of 85 soldiers, I got to understand what makes different people tick, so now when I meet clients, I know how they like to be treated as individuals,” says Patrick. In 2020, just two years after he joined Fidelity, Patrick worked his way up into a Financial Consultant position.

Both Gay and Patrick went through Fidelity’s comprehensive in-house training program, which lasts for about six months and equips its graduates to work with clients as level-1 Financial Consultants. “The program was one of the reasons I moved to Fidelity. Instead of being thrown in at the deep end with clients straight away, Fidelity supports you and makes sure you’re ready for client work,” says Gay.

Sherry also took advantage Fidelity’s training to change the course of her career. After 18 years in the financial industry, most recently as a business development director at a wealth advisory firm, Sherry joined Fidelity in June 2020 and graduated as a Financial Consultant this January. “My background was primarily dealing with corporate retirement plans including plan design, vendor transitions and implementations, but I wanted to work with people one-to-one. Fidelity’s training was awesome because it taught me the basics of interacting with individual clients. Other firms couldn’t beat the training Fidelity provided to make this career move,” she says.

Despite training and working remotely because of Covid since she joined Fidelity, Sherry says her colleagues have been “incredibly supportive”. “I haven’t come across anyone who isn’t willing to help me learn. I know I can always reach out to people for advice – it’s part of the culture at Fidelity,” says Sherry, who is based in Grand Blanc, Michigan. “I now have a very rewarding and interactive role. I enjoy making new connections, hearing unique stories from clients, and providing them with recommendations to help meet their goals,” she adds.

Another advantage of working for Fidelity is that all level-1 Financial Consultants are supported by Relationship Managers. “At most firms, you only receive this assistance when you get more senior,” says Gay. “Fidelity wants to ensure that Financial Consultants can spend our days with clients, so we have Relationship Managers to take care of some of the administrative duties, such as booking appointments,” she explains.

Financial Consultants need to be well organized to succeed at Fidelity, says Patrick. He starts work each morning by planning his tasks for the day, and he then makes several calls to prospective clients. Patrick also has five appointments a day with current clients to discuss their financial needs. At the end of the afternoon, Patrick touches base with his Relationship Manager to discuss his upcoming agenda. “Being self-motivated is a key part of this job. There will naturally be days when people don’t want to hear from you, so when that happens you need the motivation to push on,” says Patrick. “And if you’re a new Financial Consultant like me, you have to be ok with stepping out of your comfort zone to advance your career.,” he adds.

Sherry says the best Financial Consultants are self-starters with a strong “internal drive” to grow and nurture their client network. “If you’re willing to put in an extra effort, you will reap the rewards at Fidelity. You also need to show curiosity and concern for your clients, and have a genuine interest in their lives,” says Sherry.

Gay says she would encourage people with an interest in finance and a desire to be a “trusted advisor” to apply for a job as a Financial Consultant at Fidelity. “Clients come to me for advice because they trust me to do what’s in their interests, so it’s my duty to deliver the best possible service to them,” says Gay. “It’s up to me to give clients the right tools to take control of their finances, and in doing so make a big impact on their lives. That gives me a lot of satisfaction in my job.”

To learn more about becoming a Financial Consultant at Fidelity and to apply, please visit HERE!


If you enjoyed this article, Join HBCU CONNECT today for similar content and opportunities via email!
Comments
Please Login To Post Comments...
Email:
Password:

 
There is a huge number of financial services that could help you to manage your funds, but we still should remember that we are the only ones who make them and we have the full responsibility for its realization. I think many people have to repeat the financial affirmations to change their mindset and make more money. On this site https://fitmymoney.com/financial-affirmati... I have read a lot about it and now feel a huge motivation. This manifestation is also significant when it comes to funds and money. With changing the mindset, we can achieve the higher results.
Tuesday, February 1st 2022 at 3:17PM
More From This Author
Prairie View A&M University Flag To Head To Outer Space On Boeing Spacecraft
Republic Airways contributes scholarship funds to advance TSU Aviation Science Management, Professional Pilot degree programs
Virginia State University 2022 Grad Who Battled Homelessness And Abuse Now Headed For Ivy League Degree
Annual Program Aims To Provide Mentorship Opportunities And Donations To HBCU Students And Music Programs
Delaware State University lacrosse team's bus stopped for traffic violation, turns into drug search in Georgia
Paul Quinn’s 2022 Graduating Class Receives $250,000 Investment from Alfred Street Baptist Church
Latest News
Prairie View A&M University Flag To Head To Outer Space On Boeing Spacecraft

Prairie View A&M University Flag To Head To Outer Space On Boeing Spacecraft

Prairie View A&M University, along with 13 other Boeing HBCU recruiting partners’ paraphernalia, will be sent to outer space aboard Orbital Flight Test-2 on Thursday, May 19. Boeing’s Starliner Spacec ...more
Reggie Culpepper • 49 Views • May 18th, 2022
Delaware State University's Commencement Speakers Talk about Lacrosse Bus Incident

Delaware State University's Commencement Speakers Talk about Lacrosse Bus Incident

The national news story of the Delaware State University Women’s Lacrosse bus’ improper encounter with the Liberty County Sheriff’s deputies was not lost on any of the speakers at both the May 12 Grad ...more
Kennedy Williams • 118 Views • May 18th, 2022
Denmark Tech President Named South Carolina Association of Technical College Commissioners CEO of the Year

Denmark Tech President Named South Carolina Association of Technical College Commissioners CEO of the Year

Denmark Technical College President and CEO Dr. Willie L. Todd Jr. has been named the 2022 CEO of the Year by the South Carolina Association of Technical College Commissioners. The award, which r ...more
Kennedy Williams • 297 Views • May 18th, 2022
ECSU Board of Visitors Welcomes Seven New Members

ECSU Board of Visitors Welcomes Seven New Members

The Elizabeth City State University (ECSU) Board of Visitors will have seven new members starting in July 2022. Tomica Adams, Demetrius Deloatch, Rodney J. Hawkins, Ramonda C. Kyser, William Nelson, ...more
Kennedy Williams • 82 Views • May 18th, 2022
HBCU Grad Makes History by Landing into 3 Major Retailers

HBCU Grad Makes History by Landing into 3 Major Retailers

Tones of Melanin is an HBCU clothing company that speaks to the HBCU culture's pulse through philanthropic endeavors, one-of-a-kind designs, and long-lasting quality. Tones of Melanin is currently av ...more
Kennedy Williams • 99 Views • May 18th, 2022
Popular News
Louisiana Upholds Life Sentence to Black Man For Stealing Hedge Trimmers in 1997

Louisiana Upholds Life Sentence to Black Man For Stealing Hedge Trimmers in 1997

While this may not be HBCU related news, as an AFrican American male, I had to share this appalling decision by the Louisiana court system to keep a man in jail with a life sentence for such a petty c ...more
Will Moss • 385,300 Views • August 6th, 2020
Apple to Invest over $40 Million Dollars into HBCUs - Time to major in Computer Science!!!

Apple to Invest over $40 Million Dollars into HBCUs - Time to major in Computer Science!!!

On Tuesday Johnny C. Taylor, President and CEO of the Thurgood Marshall College Fund stopped by “NewsOne Now” to make a major announcement that could literally change the lives of thousands of HBCU st ...more
Will Moss • 117,562 Views • March 11th, 2015
Blonde Instagram Model Goes Viral for Graduating from HBCU and Pledging Delta Sigma Theta!

Blonde Instagram Model Goes Viral for Graduating from HBCU and Pledging Delta Sigma Theta!

A blonde woman is going viral this morning, for graduating from A Historically Black College while pledging a Black sorority, Delta Sigma Theta Sorority Incorporated. @Blonde_HBCU The woman, an IG ...more
Will Moss • 108,877 Views • November 30th, 2020
Kamala Harris Promises to Forgive Student Loan Debt for HBCU Graduates

Kamala Harris Promises to Forgive Student Loan Debt for HBCU Graduates

Harris promises to offer free tuition for low-income students at public and historically Black colleges Democratic VP candidate also pledges to forgive student-loan debt for HBCU graduates who earn ...more
Will Moss • 71,434 Views • September 10th, 2020
Black Billionaire Robert F. Smith to  Donate $50 Million to Support STEM Students at HBCUs

Black Billionaire Robert F. Smith to Donate $50 Million to Support STEM Students at HBCUs

The Student Freedom Initiative announced today a $50 million personal gift from Robert F. Smith, philanthropist and Founder, Chairman and CEO of Vista Equity Partners. This gift matches the initial fu ...more
Will Moss • 71,038 Views • October 22nd, 2020