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

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High intensity

  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Former Employee - Financial Representative in Westlake, TX
Former Employee - Financial Representative in Westlake, TX

I worked at Fidelity Investments full-time (Less than a year)

Recommends
Positive Outlook
No opinion of CEO
Recommends
Positive Outlook
No opinion of CEO

Pros

Great integrity. You can leave personal items out among hundreds of people and not worry about theft. Many intelligent people. Great benefits.

Cons

Huge on metrics. You must stay within a few minutes of an ever changing schedule. No face to face time with clients. A call center for promotion after promotion. Very few investor centers so chances of working in one are not great.

Advice to Management

Explain to prospective employees that the entire career for a financial advisor is a call center situation.

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  1. Helpful (2)

    Not finance...customer service.

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Greenwood Village, CO
    Current Employee - Financial Services Representative in Greenwood Village, CO

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

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    pay, work/life balance, benefits, schedule

    Cons

    phone calls, phone calls, phone calls.... Every position requires taking nonstop phone calls from customers. most days consist of password resets and address updates.

    Advice to Management

    Be more realistic and up front with people during the interview process about what career progression is possible.


  2. Decent place to start your career in finance

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

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

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

    Pros

    Good manager for myself. Nice people.

    Cons

    Nothing really specific to Fidelity. There are some things that are just inherent to the job and industry.


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

See Most Recent

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