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Rare supportive team culture for financial advisors

  • Comp & Benefits
  • Work/Life Balance
  • Senior Management
  • Culture & Values
  • Career Opportunities
Current Employee - Relationship Manager
Current Employee - Relationship Manager

I have been working at Fidelity Investments full-time for less than a year

Pros

My branch office in New England has an outstanding team culture where the focus isn't just on doing the right thing for your customer, but also doing the right thing to support your colleagues. The culture of collaboration is rare in the world of financial advisors, but that's due to the unique branch office model which is based on a team effort and results. An added bonus - the branch manager publicly acknowledges staff who have done a good job in weekly team meetings.

Cons

None. I've worked for 3 financial service companies and this is, by far, the best in the business for financial advisors.

Recommends
Positive Outlook
Approves of CEO

Other Reviews for Fidelity Investments

  1.  

    'Tech Project Manager'

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Project Manager  in  Smithfield, RI
    Former Employee - Project Manager in Smithfield, RI

    I worked at Fidelity Investments full-time for more than 8 years

    Pros

    Support from management is good. They trust their employees.
    Good projects - projects vary and are constantly challenging
    Great workforce - nearly everyone who works for Fidelity is someone you would want on your side.

    Cons

    Lots of red tape
    Big company feel - even for tech side
    Change resistance - Not as open to change as an agile group should be. Agile methodology is in place but not agile mentality in most cases
    Base pay & Grade - lots of emphasis into time at a grade level rather than rewarding performance

    Recommends
    Positive Outlook
    Approves of CEO
  2.  

    Solid company to work for, but not cutting edge in terms of technology.

    Former Employee - Senior Systems Analyst  in  Boston, MA
    Former Employee - Senior Systems Analyst in Boston, MA

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

    Pros

    Good benefits, above average pay, great bonuses, stable company. Senior Management is older and mostly promoted from internal groups which shows you can have a long career here.

    Cons

    Technology groups moved slow to market, used older technologies that legacy systems are based on. Many times there is a mentality that if it's not broke don't fix it, even when systems have the potential for improvement.

    Advice to ManagementAdvice

    Be willing to listen to younger employees and try new approaches / technologies

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