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Fidelity Investments

Engaged employer

A very unsatisfying career of having to appease crazy clients - Wealth Management Associate Fidelity Investments Employee Review

1.0
9 Jan 2025
Recommend
CEO approval
Business outlook

Pros

paid training, foot in the door to financial services industry. decent wages with a lot of caveats that work against you. A lot of my co workers are nice. They also hungry and desperate for jobs so they work here and like me are regularly taken advantage of.

Cons

I spend a total of 7 years at Fidelity chasing various roles. I started High Net Worth 1 and then 2, then Relationship Manager and then Wealth Management Associate. A lot of this work is just appeasing crazy angry people who will cursed at you for something outside of your control. The firm has no interest in your well being, they just want rich people with a lot of legacy money to put it into the firm and stay that way. This is why at my various roles the Customer Survey Index score is always the main focus. If client is rude, you need to babysit them. You cant ever been seen as confrontation or rude to client because this is ground for fired. Trust me I was at this firm long enough to see several good workers being fired simply because they do not have babysitting skill. After a few year, this job was more or less sex work to me because it is all about money for someone else's gratification. Eventually I could not take it any more so I secretly take classes at night to become a commercial truck driver. I did not tell anyone at work and just labor away after my shift. The day I turn in my "I quit notice" I was so relieve I no longer have to work at this place. The max they ever paid me was like 90k in a year. I made that much in six months. The chairman share is a scam. They will tell you that this is a meritocracy because it is NOT. There are way for you to manipulate your stats so that you will always be rank as Exceptional performers. A lot of people here do just that. You have to be exceptional to get chairman shares. Even then you have to wait 2 years to cash it out. If you leave early then you lose it.

Explore other reviews about Fidelity Investments

5.0
25 June 2026
Recommend
CEO approval
Business outlook

Pros

Great work and great snack too.

Cons

Not all the teams are good

5.0
11 June 2018
Recommend
CEO approval
Business outlook

Pros

Benefits including profit sharing and bonuses are great. The breadth of this company provides a great opportunity to try out different career paths or boost your current one.

Cons

In my current role, I am working overtime more often than I'd like with recognition that seems to only go so far until it sizzles out. That may be tied to the size of the company itself, where promotions work in a "trickle down" manner.

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