Fidelity Investments Jobs in Greenville, RI

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3 days ago

Managed Account Senior Product Manager-FI Product

Fidelity Investments Smithfield, RI

include execution, deployment, and support to ensure designed solutions meet the needs of the correspondent clearing marketplace and registered… Fidelity Investments

3 days ago

Project/Program Manager - Technology

Fidelity Investments Smithfield, RI

- This is a future hire for Q3 or Q4 2015 The Fidelity Institutional Technology (FIT) Platform organization is seeking an IT Project Manager to… Fidelity Investments

4 days ago

Business Analyst - Customer Analytics

Fidelity Investments Smithfield, RI

Our group develops new, insightful, creative, and actionable customer-focused 401(k)/403(b) retirement-plan-related analytics in order to better… Fidelity Investments

5 days ago

Financial Analyst IV

Fidelity Investments Smithfield, RI

· Provide proactive leadership on financial and business issues to improve decision-making · Drive annual planning efforts to establish performance… Fidelity Investments

6 days ago

IT Product Manager Integrations

Fidelity Investments Smithfield, RI

A successful candidate will be comfortable participating in the full product lifecycle: working collaboratively with business, delivery and support… Fidelity Investments

6 days ago

Internship - FFAS Investment Consultant Development Program Summer

Fidelity Investments Smithfield, RI

will offer new challenges. Most importantly, the early exposure to real-world challenges, and the dynamics of working in a team environment with… Fidelity Investments

6 days ago

Director, Human Resources

Fidelity Investments Smithfield, RI

Generalist: As a Line HR Generalist, leaders will seek your guidance to execute a number of people management activities throughout the year. You… Fidelity Investments

6 days ago

Director Compliance

Fidelity Investments Smithfield, RI

Provide day to day advice and guidance to the business on business and compliance sponsored initiatives including regulatory and… Fidelity Investments

13 days ago

Technical Project Manager (4+ years exp, Agile, Brokerage/Financial Services)

Fidelity Investments Smithfield, RI

This position is responsible for managing technology development projects for Fidelity Institutional Technology (FIT) in support our financial… Fidelity Investments

7 days ago

Spring, RESTful, SOA Web Serv.

Fidelity Investments Smithfield, RI

This Senior Software Engineer will play hands on web services developer role within the PPA team in a Scrum Agile… Fidelity Investments

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Fidelity Investments CEO Abby Johnson
Abby Johnson
364 Ratings
  • High Net Worth

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - High Net Worth in Jacksonville, FL
    Current Employee - High Net Worth in Jacksonville, FL
    Positive Outlook
    Approves of CEO

    I have been working at Fidelity Investments full-time (Less than a year)


    This job is technically a "call center", but don't let that dissuade you, Fidelity an amazing place to work. The benefits, training, and exposure to the financial markets are invaluable. For those wanting to enter the industry that do not have degrees from overpriced private colleges, Fidelity is the place to be. You will work alongside some of the best and the brightest, ambitious individuals who come from a wide array of backgrounds, all sharing a common desire to help the uneducated investor find success. I can only speak for the Jacksonville, FL location, but the training is phenomenal. The series 7 instructors, alongside the rest of the learning and development team will make sure you are successful. You will have to be self motivated though, every day during the initial training you will be coming home to take 1-3 hour tests, but if you ever need assistance with a concept the mentors are there for you - and are actually encouraged to help you by being paid overtime. Whether you want to move up in Fidelity or leave and go to another firm, this is a great place to get your foot in the door in a normally very competitive industry. Benefits are amazing. Make sure you take advantage of everything. With the brand new systems in place, schedules are more flexible!


    If you want to go to a role involving financial analysis, or anything unrelated to the direct relationship with the clients, it is almost impossible to do starting from the phone roles, you will easily get a job at another firm with the training and certifications you gain, so you may have to jump around from firm to firm. The advisory/guidance roles in Fidelity are less "sales" related in comparison to say Merrill Lynch, but they are still sales related. At the end of the month if you did not speak with a single customer that needed an annuity, you should not see any form of negative impact for not putting someone in one. Fidelity should be leading the industry in the charge towards a more "fiduciary" standard. The compensation was recently increased to 42k for the entry level, which is okay, but honestly everyone across the board should receive about an extra ~10k. Fidelity can afford to do it, and the retention rates would drastically increase. Most of the employees are recent college graduates, so amazing healthcare and benefits are not as important as cash money to invest.

    Advice to Management

    Offer a program to train those in phone roles to move to analysis roles or careers away from the phone sites - we are losing talented individuals that could do very well in other areas of our company. Go from commission based advisory roles to a "fee-only" structure, our clients deserve this. 6's as well as 7's should count on the surveys, or to put it another way a 1 on a customer survey should NOT have the same weight as a 6.

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