Fidelity Investments Jobs in American Fork, UT

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30+ days ago

Financial Representative

Fidelity Investments American Fork, UT

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our… Fidelity Investments


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3.6
2,172 Reviews
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Fidelity Investments CEO Abby Johnson
Abby Johnson
157 Ratings
  • Helpful (1)

    Great career jobs with layers of bureaucracy

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Representative in American Fork, UT
    Former Employee - Financial Representative in American Fork, UT

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

    Recommends
    Neutral Outlook
    Disapproves of CEO
    Recommends
    Neutral Outlook
    Disapproves of CEO

    Pros

    On-boarding process has plenty of Kool-aid to drink (aka. "we're amazing and nothing wrong") that gets you excited for your new job, Plenty of movement during certain periods of the business cycle, lots of cross training, great retirement benefits and health plans, investment in employees, pay is great, clean, bright work environment. Perfect for a long term career employer.

    Cons

    Leadership is sub-par, upper management is extremely disconnected with the front line representatives and doesn't enable mid management, lots of politics, office culture seems inauthentic, very low flexibility on work schedule, forecasting always off, talk about providing best customer service in industry yet not providing tools or hiring sufficient staff, extremely restrictive of employee trading (no "bearish" positions, very hard to qualify for upper level options trading) due to policy not regulation, few rewards for service reps - mostly available in sales. Very hard to effect any real change.

    Advice to Management

    Listen to your front line - they talk with your customers. If they're frustrated they're holding forever, hire more representatives. You have enough turnover and attrition to other financial firms to afford it.

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