Fidelity Investments Jobs in Covington, KY

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3 days ago

Senior Full Stack Engineer

Fidelity Investments Covington, KY

You will have an opportunity to create software that will have a direct impact on lives of our customers. As a member of the scrum team youll have an… Fidelity Investments

6 days ago

Testing and Reporting Specialist

Fidelity Investments Covington, KY

Perform employer match and profit sharing, including non-uniform, annual allocations and related complex non-discrimination tests as needed… Fidelity Investments

13 days ago

Fraud Customer Response Specialist

Fidelity Investments Covington, KY

Fraud Customer Response Specialist will serve as a subject matter expert on general security inquiries received from PI clients. In this role… Fidelity Investments

11 days ago

Leap Technology Program: Entry-level IT Roles for Grace Hopper Candidates

Fidelity Investments Covington, KY

Software Engineers are responsible for the development of applications used by our internal and external customers for trading, benefits management… Fidelity Investments

13 days ago

Brokerage Operations Representative

Fidelity Investments Covington, KY

Execute brokerage transactions onto the brokerage platform (FBSI), particularly at peak volume times. Requires understanding of FBSI, FBSI Plan… Fidelity Investments

14 days ago

Sr. Senior Data Governance Analyst

Fidelity Investments Covington, KY

The Senior Governance Data Analyst is a member of the WI Front Office team. The Data Governance Analyst role is key to governing the formal… Fidelity Investments

13 days ago

Campaign Developer

Fidelity Investments Covington, KY

Gather and understand communication requirements and translate into backend technical… Fidelity Investments

11 days ago

Defined Contribution Relationship Manager

Fidelity Investments Covington, KY

Focuses on understanding and responding to client needs. Assumes a consultative role to acquire a clear understanding of the business need and the… Fidelity Investments

21 days ago

Vice President- Operations Performance Delivery

Fidelity Investments Covington, KY

As a Vice President within the OPD team, you would partner with senior executives to provide strategic analysis and development of functional… Fidelity Investments

21 days ago

Transfer Specialist

Fidelity Investments Covington, KY

Interact with clients to further promote the sales process following consultations with Fidelity Representatives Manage all transfer of assets (TOA… Fidelity Investments

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Fidelity Investments CEO Abby Johnson
Abby Johnson
364 Ratings
  • Helpful (5)

    branch representative

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative in Covington, KY
    Current Employee - Financial Representative in Covington, KY
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I have been working at Fidelity Investments full-time (More than 3 years)


    The benefits are generally good. Job security is above average


    I want to set everyone straight on this company. This is a financial sales company, not a financial services firm. The goal year in and year out is to maximize sales at the cost of providing true financial planning services to clients and developing relationships. Book sizes are over 500 and by nature, representatives have little incentive to interact with current book clients unless there is new money coming in. Reps are constantly not following up with their own clients because there is no incentive to stay true to a relationship model. The planning is a masked service, run by computers and over complicated pieces of marketing material. When each "solution" for a client is a fidelity managed account, you start to question what actual planning you are really doing. If I client does not want a managed account, there is barely anything you can do for them, besides show them how to research on their own, defeating the purpose of a "guidance" appointment. Management is constantly looking at ways to better the years previously at the cost of the reps and the clients. More appointments, more phone calls is the name of the game. It is impossible to keep a relationship model when this is the driving force behind it. If you want to provide financial planning guidance in a more meaningful way, it is best to join an RIA, which is where fidelity is losing most of its staff to anyway.

    Advice to Management

    no point in providing any

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