Fidelity Investments

www.fidelity.com

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30+ days ago

VP, Relationship Manager - Institutional Wealth Services

Fidelity Investments Chicago, IL

Fidelity Institutional Wealth Services (IWS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors… Fidelity Investments


30+ days ago

VP, Relationship Manager - Institutional Wealth Services

Fidelity Investments New York, NY

Fidelity Institutional Wealth Services (IWS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors… Fidelity Investments


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Fidelity Investments Reviews

2,015 Reviews
3.6
2,015 Reviews
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Fidelity Investments CEO Abby Johnson
Abby Johnson
93 Ratings
  • 1 person found this helpful  

    Excellent company overall

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Trader in Jacksonville, FL
    Current Employee - Trader in Jacksonville, FL

    I have been working at Fidelity Investments

    Pros

    Great atmosphere, no back-stabbing, everyone is very helpful. Low-pressure environment because you are paid based on customer satisfaction rather than commission. Good training program and lots of potential to move up in the company.

    Cons

    Relatively low pay for this position, company tends to be a bit overly conservative, company is hemorrhaging 401k customers so overall, the customer base is shrinking. Hold times can be atrocious.

    Advice to ManagementAdvice

    Hire more people and pay reps more to improve retention.

    Recommends
    Neutral Outlook
    Approves of CEO

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