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Wednesday, September 22, 2021

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How Fidelity Stands Out from the Competition as an Employer

 Constancy Investments

For Janae, a Consumer Administration Consultant at Constancy Investments, one of the vital thrilling facets of working for the agency is the profession improvement alternatives it affords.

After graduating school in 2008, Janae started her profession as an Inside Wholesaler for a big agency, earlier than changing into a recruiter for monetary advisors. However in 2017, the corporate was bought, and all of its workers have been laid off.

“That’s after I began job looking. I appeared round at a number of locations and determined that Constancy was a great match for me as a result of they have been giant sufficient to supply ample alternative and appeared to have a great tradition.”

Despite the fact that it meant taking a step again in her profession, Janae was assured Constancy would supply her the coaching and alternatives she wanted to progress.

Janae has been with Constancy for 13 months, and in that point her arduous work has already led to a promotion. “An enormous consideration for me after I selected Constancy was the scale of the corporate. The good factor about working for a corporation that’s giant is that there are actually countless potentialities for profession development,” she says.

Janae factors out that Constancy affords very clear paths to get to sure strategic positions, equivalent to a Monetary Marketing consultant. “However the great point is that there are a number of paths to get there. I positively really feel that there’s nice upward mobility right here.”


In 2021 Constancy celebrated 75 years since its founding.

In depth Coaching

Janae has been impressed by the coaching alternatives Constancy affords its associates, notably after they change departments, in addition to the way in which they help them in acquiring extra designations, equivalent to Licensed Monetary Planner certification, together with offering tuition reimbursement.

Alongside the formal coaching alternatives, she has additionally been struck by the ambiance at Constancy and the help she has obtained from her colleagues. “Your colleagues assist to coach you, which is vastly vital. You simply really feel so welcome to ask questions.”

“On this business, being in an atmosphere the place you are feeling comfy approaching your friends and asking them for assist actually makes a distinction,” she says.

Spectacular Advantages

Alongside the skilled improvement alternatives Constancy supplied, Janae was additionally attracted by its advantages package deal.

“For me, the most important draw was the retirement advantages, that are a 7% match on the 401(okay), plus the potential of 10% revenue sharing”*

The corporate’s well being advantages are additionally extremely aggressive, with associates being supplied the selection between an everyday plan and a excessive deductible plan with the Well being Financial savings Account (HSA). “One very nice factor that Constancy affords is that they may put cash into that HSA each single 12 months for you. For my husband and I, it’s $1,000 a 12 months. That may be a large profit for my part,” Janae says.

She additionally appreciates the performance-based awards, and thinks the paid day off Constancy offers its associates compares nicely with different corporations within the business, beginning at 18 days a 12 months, excluding Federal holidays, for brand spanking new joiners, and rising to 23 days yearly after working for the agency for 2 years.

Different perks for Constancy staff embody 16 weeks of fully-paid parental depart, as much as $10,000 in scholar mortgage help, and COVID-19 associated childcare price advantages.

Rewarding Work

Janae’s present place as a Consumer Administration Consultant entails reaching out to Constancy’s purchasers who’re arising for his or her annual strategic evaluate.

“What I like most about my function is that I truly get to assist individuals who want it.” She explains that many individuals will not be nicely knowledgeable about monetary planning and investing and it’s nice to have the ability to help them on this vital space.

“Lately with the market volatility, we’ve had a whole lot of calls with purchasers who’re very involved. What I like most about my job is when I’m able to share my expertise and my information of this business to place somebody’s thoughts comfortable and assist them sleep higher.”

One other facet of working at Constancy that Janae appreciates is the standard of its managers. “I’ve had a whole lot of managers on this business and having good managers versus poor managers makes a huge effect on how you are feeling in your profession, your private wellbeing, and the way you carry out. Within the quick time that I’ve been right here, my interactions with the managers have been extremely optimistic. The 2 managers I’ve had have been among the finest, if not the perfect, I’ve had in my total tenure on this business.”

To anybody considering of becoming a member of Constancy as a licensed advisor, Janae says: “Working right here could be very gratifying and difficult. The beauty of this firm is that they actually deal with you with respect and provide the flexibility that you just want, however they count on you to carry out at a excessive degree. I like working for a bigger agency the place I’ve extra choices. It’s a enjoyable ambiance, however we additionally work very arduous.”

Constancy has been ranked among the many finest employers general by Glassdoor and LinkedIn, and by Forbes as among the many finest for brand spanking new school graduates.

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