Fidelity Investments

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Fidelity Investments Wealth Management Relationship Manager Jobs & Careers

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30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Bethesda, MD

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Boston, MA

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Naples, FL

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Scottsdale, AZ

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Paramus, NJ

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Atlanta, GA

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Greenwich, CT

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager

Fidelity Investments Houston Memorial, TX

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager - Detroit

Fidelity Investments Southfield, MI

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


30+ days ago

Wealth Management Relationship Manager - Palo Alto

Fidelity Investments San Francisco, CA

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments


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Fidelity Investments CEO Abby Johnson
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  • 3 people found this helpful  

    A Great Place to Start

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Full Trader in Denver, CO
    Former Employee - Full Trader in Denver, CO

    I worked at Fidelity Investments full-time (more than a year)

    Pros

    Series 7 & 63 are paid for and the training program is excellent, they are paying a lot of money to license you and really want you to pass.
    There are multiple shifts available to you which you bid for, and most people receive their first choice in shifts.
    Amazing, supportive co-workers.
    The best technology I have used in the Finance industry.
    401(k) matching is among the best in the industry, but annual salary is not competitive.
    Good work/life balance.
    Team outings each quarter.

    Cons

    The call volume is ridiculous, and you spend most of your time resetting passwords, even once you are on the full-trader gate.
    Fidelity talks a lot about career development, but team meetings and one-on-one coaching sessions with your manager are constantly canceled due to call volume. A manager cannot develop his/her employees without ever speaking with them.
    Even when you are promoted you do not get a raise, you get an increase in variable comp, and that is determined by whether you hit your metrics. You can get a "promotion" without ever getting a "raise".
    Management is hit-or-miss. I worked for a couple of amazing, hands-on managers who were very engaged with their teams. I also worked for a few managers that appeared to do nothing other than sit around and play games on their phones all day.
    A lot of push-back from different departments when you try to transfer calls.
    Metrics are constantly changing. What is important one quarter may be meaningless the next quarter. It makes it very difficult to try to establish a routine on your calls when you don't know what measurements your bonus will be based on.
    This is a call center job. Don't try to kid yourself, you will be on the phones 8 hrs/day. Unless you get a position in a branch, you will be on the phones, even if you are "promoted" to another role.

    Advice to ManagementAdvice

    Call center employees burn out, they need time off of the phones. Find a way to guarantee OPA at least once-a-week. There is nothing more frustrating than sitting at your desk with no calls in queue with OPA cancelled. Also, give actual raises for promotions. A rep working high net worth or premium should expect a bump in pay for being promoted from core.

    Recommends
    Positive Outlook
    Disapproves of CEO

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