No growth off the phones - High Net Worth Financial Representative Fidelity Investments Employee Review

This is a customer service role through and through. They will portray it like it’s something more, but it’s not. There is absolutely zero growth off the phones. They’ll hang carrots in front of your face, you’ll get a nibble and they yank it away from you. Your manager will act like he/she has goals for you to get off the phones, but it never transpires. This is a great role to learn about financial topics, but it should only be a means to an end. Get your license and get out. Next, they will also micromanage your time. If you’re spending too much time in after call work to take notes on clients accounts, that will affect your calls per hour. All they care about is stats and networking. Be advised before applying.