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Fidelity Investments Financial Representative Reviews

Updated 14 Aug 2020

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3.0
100%
Recommend to a Friend
100%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
1 Rating
  1. "nice"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Analyst in Gurgaon, Haryana
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    nice atmoshphere to grow in corporate enviormnment

    Cons

    lower rate of promotions in the operations

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  2. "good work culture"

    3.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Analyst in Bangalore
    Recommends
    Approves of CEO

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

    Pros

    good work culture Better work life balance. No micro management

    Cons

    less carrier groth. Not much cons........................................


  3. "My over all Experience is good."

    3.0
    Current Employee - Senior Associate In Financial Operations in Bangalore

    I have been working at Fidelity Investments full-time for more than 3 years

    Pros

    Best work Environment at work place

    Cons

    Providing good service to Client

  4. Helpful (2)

    "The Tea:"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Representative Full Trader in Covington, KY
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    If you get a great manager they will help you grow and push you to do better. There is a lot of opportunity for growth. Having the market knowledge was my favorite part. It’s fun to help Ppl along the way.

    Cons

    For Cei metrics they only count sevens. Which is ridiculous for the reps and it leads to getting burnt out quick. Also back to back phone calls will get to you after a while so find ways to connect with the customer. And make up little Competitions for yourself and your team. ( I did that a lot for My team) it helped us improve and have fun. There are some managers who do not practice company values. I had three great managers. They were so amazing! Then came Angie who was sexiest and racist and I have no idea how she held on to her job for so Long. ( she has no idea what she was doing. And she was handed a great team and she made sure it went to crap) she’s now gone from the company. But it caused me To leave the company wayy before I planned on it. So reach out and build a network! Also don’t stay in one place for too long. Seek to grow!

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  5. "Not a fan"

    3.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - High Net Worth Financial Representative in Salt Lake City, UT
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Benefit package is pretty good

    Cons

    Upward mobility is EXTREMELY limited. I am better off leaving company and then coming back.

  6. "Pinnacle employer"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Representative in Thousand Oaks, CA
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Amazing people, workplace environment, benefits, growth opportunities, training and support

    Cons

    I have nothing bad to say. If you work here, you have arrived.

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  7. "Great"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Analyst IV in Boston, MA
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Wonderful company to work for. Great benefits.

    Cons

    Lots of politics with Sr leaders

  8. Helpful (2)

    "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

  9. "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.

  10. "COVID has shown their true colors"

    2.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Associate in Raleigh, NC
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

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

    Pros

    It used to be a pretty relaxed and laid back job...but that's all gone now. They've even redesigned their phone system in the midst of a pandemic to make sure that everyone takes every call and is talked out of their voice by Tuesday, but you better show up and sound cheerful for Wednesday, Thursday, and Friday...or else. The benefits in terms of insurance coverage is decent. On the surface their retirement plan looks good with all the match and profit sharing, but their vesting schedule is draconian and traps you working for them for YEARS before you would ever get to take any of their retirement contributions with you when you leave. And you will want to leave quickly.

    Cons

    Metrics. Matrices. Benchmarks. Expectations. Goals. Forget Fidelity being a Finance company. Their business, what they do best, is perfecting the art of micromanagement. Think you've learned how to do your job effectively? Think again. Every few months they've designed or redesigned a new system for you to learn to use because it is NEW AND IMPROVED with many more reporting features to keep an eagle eye on every single insignificant facet of your job performance - all in the name of assigning a number and a statistic to what you do that they can then set the goal for just high enough that they can use your performance as a reason to short you on a bonus or deny you a raise. And they have no sympathy for their front line workers being abused on the phones either. They cleared out their offices and sent everyone home in March, but everything else has been business as usual ever since. No changes in expectations even an inch even though everybody in the trenches has been putting up with 3-4x the work they were doing 100 days ago. No guaranteed bonuses. No time off availability. Overtime has been expected and mandatory from the beginning, otherwise you're labeled as "not a team player" and "hurt your Fidelity Brand" FIdelity Green is for Greed.

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