Fidelity Investments Financial Services Representative Reviews

Updated Aug 1, 2020

To filter reviews, or .
3.9
73%
Recommend to a Friend
84%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
267 Ratings
  1. "AMAZING PLACE TO WORK"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - High Net Worth Financial Representative in Salt Lake City, UT
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Fidelity Investments full-time for more than a year

    Pros

    Fidelity is the best employer I've ever worked for. Everything is great there.

    Cons

    Sometimes it's boring to be on the phones all day.

  2. "Just a corporate A badge"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Consultant 
    Recommends
    Negative Outlook
    Disapproves of CEO

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

    Pros

    Pay i decent if you work hard.

    Cons

    Micromanagement. Constantly changing "who we are". Loosing status.

    Continue reading

  3. "Company great to work for"

    4.0
    Former Employee - Financial Services Associate in Cincinnati, OH

    I worked at Fidelity Investments full-time

    Pros

    Great Benefits. Great people. Management really tries to teach you.

    Cons

    A lot of work and can be busy most of the time.

  4. "Great Place to Work!"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Service Associate in Merrimack, NH

    I have been working at Fidelity Investments full-time

    Pros

    Good Work Hours, Happy environment

    Cons

    None i can think of!

  5. Helpful (1)

    "Phone representative for large dollar clients"

    3.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - High Net Worth Financial Representative in American Fork, UT
    Doesn't Recommend
    Positive Outlook
    No opinion of CEO

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

    Pros

    Flexible work hours and excellent 401k/profit sharing

    Cons

    Health insurance had very high premiums. Low pay in the industry. Phone representatives are treated like peons

  6. "Great to Learn, Don't stay long"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Representative - HNW in Denver, CO
    Recommends

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

    Pros

    Laid Back Environment, Training, Flexible

    Cons

    Advancement Opportunities, All jobs are basically different flavors of customer service

  7. "."

    4.0
    Current Employee - Financial Analyst in Raleigh, NC

    I have been working at Fidelity Investments full-time

    Pros

    Very fast pace. Great managers

    Cons

    Extremely fast must have tough mentally state

  8. Helpful (5)

    "Anxiety Inducing"

    2.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Associate I 
    Doesn't Recommend
    Positive Outlook
    Disapproves of CEO

    I worked at Fidelity Investments full-time for more than 3 years

    Pros

    The pay and benefits are supreme. There is room for growth, but you have to actually like finance.

    Cons

    There are tons of metrics to adhere to, and managers are controlling. Let me be clear, you are not micromanaged, you are controlled to the point that you cannot get up to use the restroom. You will be berated if your computer does not work, as if you are supposed to fix that. If you bite back, your managers will gaslight you into thinking that you are the problem, not the super bizarre environment that they have created.They will ask you, if you are only "there for a paycheck?" The answer is yes, because they're only "there for metrics." The environment is not collaborative, and they will use you up until you are done. They are not dumb. They know exactly what the average associate's shelf life is(a manager told me so), and they will coldly and callously move on. I have seen world class people, get eaten up and swallowed alive. When you quit, you will be given a box and literally pushed out the door.

    Continue reading
  9. Helpful (1)

    "Great Work Environment"

    5.0
    Current Employee - Financial Services Representative 
    Recommends

    I have been working at Fidelity Investments full-time

    Pros

    Benefits, work environment, growth potential

    Cons

    Can be very busy at times

  10. Helpful (3)

    "Good environment, not so stable."

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Associate 
    Recommends

    I worked at Fidelity Investments full-time

    Pros

    Good environment Nice scenery, cafeteria, overall visually pleasing Lots of overtime opportunities

    Cons

    Easy to get fired. They don’t always give warning. Up to 3 hours of REQUIRED overtime on Mondays when things get hectic. No legitimate time to take notes after calls. Constant high call volume, can become overwhelming.

Found 602 reviews