There are newer employer reviews for Fidelity Investments

 

Financial Represntative

  • Comp & Benefits
  • Work/Life Balance
  • Senior Management
  • Culture & Values
  • Career Opportunities
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)

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 ManagementAdvice

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.

Doesn't Recommend
Positive Outlook
Approves of CEO

1875 Other Employee Reviews for Fidelity Investments (View Most Recent)

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  1. 5 people found this helpful  

    Investment representative

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Investment Representative in Mountain View, CA
    Former Employee - Investment Representative in Mountain View, CA

    I worked at Fidelity Investments full-time (less than an year)

    Pros

    Good steady base salary and benefits. Matching of 7% and 10% profit sharing after 1 yr.

    Cons

    Bait and switch of promising you account executive role with an IR position saying that you need tolerance the FIdelity way first before promotion to AE role. Once in IR role, it's really ur luck whether position opens up and ur relationship with ur manager and your numbers compare to the rest of the IR ranks. (Have 8 yrs of exp) I don't need this crap...

    Advice to ManagementAdvice

    Hire people for the right position initially based on their experience. Don't do the whole bait and switch telling prospective employees that they'll start somewhere lower bc they need to learn the fidelity way while learning can be done while doin the job.

    Doesn't Recommend
    Positive Outlook
    Approves of CEO
  2.  

    Great company, but improve the career path and pay.

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

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

    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 ManagementAdvice

    Bonuses should be monthly vs quarterly.

    Recommends
    Neutral Outlook
    Approves of CEO
There are newer employer reviews for Fidelity Investments

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