This role is consistently spoken of as a "planner" role , when in reality it is a call center job. This is a service to sales position where you need to follow a defined call model with certain language (you will be scored on this and have your bonus comp dependent on your adherence) and trying to get the callers to run through "tools" with you so you can email them out and get credit for "planning" , you are also measured on how many appointments you set with Fidelity advisors in branches (there are some good ones , but they are sales reps as well and push managed accounts 99% of the time to pad their pockets).
Yes there are plenty of meaningful and impactful conversations , but you are tied to a short leash. Every second of every day is measured via what status you're clicked into and you better have a good explanation as to why you're not on the phones if you're not in the correct status. RTO push has been massively unpopular with reps , but the are switching to every other week starting in Sept 2024.
WPC 1 base used to be somewhat negotiable based on experience , especially if you were hired on from another firm and or previously licensed , but seems to be incredibly firm now right around 56-58k (Colorado) with 4k target quarterly bonus (bonus can vary up and down approx 1k depending on overall department performance , not just yours).
You are locked into your department typically for 12 months before you can move around , despite management championing "ease of mobility"
