There are newer employer reviews for Fidelity Investments
There are newer employer reviews for Fidelity Investments

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Financial Represntative

  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Current Employee - Anonymous Employee in Jacksonville, FL
Current Employee - Anonymous Employee in Jacksonville, FL

I have been working at Fidelity Investments full-time (More than 5 years)

Doesn't Recommend
Positive Outlook
Approves of CEO
Doesn't Recommend
Positive Outlook
Approves of CEO

Pros

Great benefits. Privately owned. Customer focused like no other. Learn a lot about the industry and trading.

Cons

Call centers are grueling. High turnover due to stress. Odds are if you are not in sales you are going to wind up in a dead end.

Advice to Management

Corporate events are watered down. Worked there for over 5 years and felt appreciation shown by upper management had been weak. -- Management would cite quality of quantity for lead generation and then turn around to nationally recognize quantity over quality. -- A representative will have a quarterly bonus largely based on customer surveys for their team. This means that one representative or one customer can drastically reduce the quarterly bonus for an entire team.

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  1. Great company, but improve the career path and pay.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Services Representative
    Current Employee - Financial Services Representative

    I have been working at Fidelity Investments full-time (More than 5 years)

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Excellent work environment! Manager/Employee relationship is on the same level. Work well with outside schedule. Very customer focused vs sales focused.

    Cons

    Lacks a healthy, competitive work environment. Lack of frequent communication from top management. If your "brand" is damaged, you will be stuck in your roll. Rigid career path; you cannot necessarily skip ahead even if you are experienced.

    Advice to Management

    Bonuses should be monthly vs quarterly.


  2. Nice place to work as a consultant

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Contractor - Anonymous Contractor
    Former Contractor - Anonymous Contractor

    I worked at Fidelity Investments as a contractor (More than 3 years)

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    No on-call support for consultant.

    Cons

    Not much to complain about


There are newer employer reviews for Fidelity Investments
There are newer employer reviews for Fidelity Investments

See Most Recent

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