Fidelity Investments Jobs & Careers in San Francisco, CA

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28 days ago

VP, Wealth Management Adviser

Fidelity Investments San Francisco, CA

Grow, develop, and retain book of high net worth, complex investors by proactively leveraging Fidelity's fee-based wealth management strategies… Fidelity Investments

10 days ago

Associate- Benefits Consulting Services

Fidelity Investments San Francisco, CA

The Fidelity Benefits Consulting Group is comprised of over 300 professionals who help clients solve complex (or simple) problems. We offer a broad… Fidelity Investments

11 days ago

Client Service Manager

Fidelity Investments San Francisco, CA

To ensure that FFOS clients receive seamless integration and delivery of Fidelity Family Office products and services, a dedicated Client Service… Fidelity Investments

14 days ago

Wealth Management, Regional Vice President

Fidelity Investments San Francisco, CA

WM is an integrated, personalized, and needs-based HNW service that offers clients with a minimum of $5M an opportunity for comprehensive planning… Fidelity Investments

18 days ago

Financial Representative

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 representativesoffer… Fidelity Investments

4 days ago

Senior Executive Secretary

Fidelity Investments San Francisco, CA

The Senior Executive Secretary/Office Manager will ensure efficient day-to-day operations for a new branch office for Fidelity Family Office Services… Fidelity Investments

28 days ago

Senior Branch Manager/VP - Dublin

Fidelity Investments Marin City, CA

Fidelity has over 100 investor center branches across the country and continues to open multiple new branches each year. Our branches offer a full… Fidelity Investments

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Abby Johnson
5 Ratings
  1. 2 people found this helpful  

    Great place to be an investor but just an average place to be an employee.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Account Executive in San Francisco, CA
    Former Employee - Account Executive in San Francisco, CA

    I worked at Fidelity Investments full-time (more than 5 years)


    Opportunity to change roles within massive company structure.

    One of the most stable investment companies in America if you want a long career with them.

    Competitive benefits and generous 401k profit sharing are a big boost to your personal retirement goals.

    Company culture is focused on providing the best value to customers and even when you dig deep their offering bests most major competitors.


    Corporate compliance and legal supervision are excessive and result in sometimes non-sensical or even contradictory policies.

    Frequent policy changes due to complexity (see above) results in information overload. Planners and advisors should be focused on that without having to become compliance specialists.

    Technology for repairs behind the times. No daily run of your business until after the fact. A client wants to wire money out? You won't hear about until after the money is gone. Lead system is better than in the past but still clunky compared with even many start-up RIA software. Too many programs required to plan with clients efficiently.

    Decisions seem to be made without consulting reps enough first.

    Advice to ManagementAdvice

    Simplify - why are there over 75 application/tools listed on a planning reps home screen when RIAs regularly manage with 1-3 programs?

    Embrace technology faster by leveraging our scale. We still have front line reps that cannot email clients? When clients are budgeting for income planning we give them an old paper workbook when can collect it all in half the time?

    Client communication policies are excessively strict. Stop babying your representatives in this regard. Client email program is terrible still and many reps cannot email at all?

    Middle level management is awful with seemingly no accountability for poor back office performance in particular.

    Major disconnect between what managers claim will get you promoted and what actually gets you promoted especially in branches. Don't listen to any manager advice about being a good planner, engaging clients, utilizing business partners, and referring clients to the right people. Just close more business than everyone else.

    Positive Outlook
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