Fidelity Investments Financial Associate Reviews | Glassdoor.com.au

Fidelity Investments Financial Associate Reviews

Updated 10 Apr 2019

To filter reviews, or .

Found 54 reviews

2.7
StarStarStarStarStar
Rating TrendsRating Trends
39%
Recommend to a Friend
68%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
28 Ratings
  1. Helpful (5)

    "Financial associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Associate in Westlake, TX
    Doesn't Recommend
    Positive Outlook
    No Opinion of CEO

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

    Pros

    Great 401k match if you can afford to contribute. Profit sharing, PTO is given at the beginning of the year, the people work with, training program was good when I went through it, they help pay back your student loans.

    Cons

    It’s a typical call center with hours all over the place. They will tell you there is no “mandatory” overtime but there is and if you opt out of it you will get nasty messages. Bonuses are based off of call surveys which sometimes you will get a bad survey that wasn’t even from a call you took and there’s nothing you can do about it. Even if you move to another product you will still be overloaded with 401k calls. If...

    Show More

    Advice to Management

    Take a look at your call center. Offering a raffle in exchange for overtime hours mean nothing. Passing out a $1 snack item for working a 12 hour day means nothing. Look at other companies around you and see what they do to help out the environment. You will continue to have a high turnover rate until you improve your call center. There are a lot of employees who have been there for a long time that with the new way of...

    Show More
    Fidelity Investments2019-04-10
  2. Helpful (6)

    "Bad experience"

    StarStarStarStarStar
      Former Employee - Financial Associate in Merrimack, NH
      Doesn't Recommend
      Negative Outlook

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

      Pros

      My co-workers are what kept me there so long.

      Cons

      Management is a joke. They were extreme micromanagers and very cliquey with each other. They made it known who they favored and many deserving associates couldn't progress in their roles simply because they weren't favored. You have to take your breaks and lunches at the exact times they schedule you for (which differed every day) and if you got stuck on a call and went on break late, it would negatively affect your...

      Show More
      Fidelity Investments2019-04-03
    • Helpful (7)

      "Terrible"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Associate in Durham, NC
      Doesn't Recommend
      Negative Outlook
      No Opinion of CEO

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

      Pros

      Health benefits and 401k are decent.

      Cons

      The call center environment is unbearable. You’ll be on the phones constantly with your breaks scheduled for you. You only get time off of the phones to be yelled at by your manager for stupid, minuscule details. Nothing you do will ever be good enough. The constant barrage of awful customers on the phone and negative feedback from management will wear you down. And trying to get a role off the phones? Don’t even...

      Show More

      Advice to Management

      Try treating people with a little more dignity and respect. Don’t treat call center employees like children or idiots.

      Fidelity Investments2019-04-02
    • Helpful (4)

      "Limited mobility"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Financial Associate in Durham, NC
      Positive Outlook
      Approves of CEO

      I have been working at Fidelity Investments full-time for more than 10 years

      Pros

      Excellent benefits, profit sharing and other perks.

      Cons

      Next to impossible to get out of the customer service role. Unless you are a millenial. Very poor support of older workers.

      Advice to Management

      Do a MUCH better job of recognizing and promoting older, long term employees.

      Fidelity Investments2018-12-31
    • Helpful (2)

      "No growth in this role - despite what they say"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Associate in Merrimack, NH
      Doesn't Recommend
      Negative Outlook
      Disapproves of CEO

      I worked at Fidelity Investments full-time (Less than a year)

      Pros

      Tuition Reimbursement Match is good if you give 6+ years of service Good name on the resume

      Cons

      Once you get on the phones in the call center, thats all you will do. Don't think this position is your "foot in the door". You must give 3-5 years in this position answering calls (even with a masters in Economics) before you move to a non-call center job (I even head this from senior leadership). I know of one person who moved to a non call center related job - after working there for 7 years. Great people and I love...

      Show More

      Advice to Management

      Stop backing people into corners and telling them to keep working hard and they will move up (you can only say this so many times).

      Fidelity Investments2019-02-01
    • Helpful (1)

      "Amazing Company!"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Associate Financial Analyst in Jersey City, NJ
      Recommends
      Positive Outlook
      Approves of CEO

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

      Pros

      Great benefits, great environment, good pay, great development, great leadership, great opportunities

      Cons

      Culture is stale. Most people work here for their entire careers and so it is full of older people stuck in their own way of doing things.

      Advice to Management

      Hire younger people to promote innovation

      Fidelity Investments2018-12-21
    • Helpful (7)

      "Place of Hell"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Associate in Research Triangle Park, NC
      Doesn't Recommend

      I worked at Fidelity Investments for more than 3 years

      Pros

      Good Benefits, diverse, good 401k match

      Cons

      Micro Management work styles, Popularity contest, stressful environment, no growth

      Fidelity Investments2019-01-11
    • "Great company to work for"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Associate in Durham, NC
      Recommends
      Positive Outlook
      Approves of CEO

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

      Pros

      Benefits and management are 2nd to none.

      Cons

      Not a lot of opportunities in the supply chain field.

      Fidelity Investments2018-08-31
    • Helpful (9)

      "THIS IS A CALL CENTER !"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Associate in Durham, NC
      Doesn't Recommend
      Neutral Outlook
      No Opinion of CEO

      I worked at Fidelity Investments full-time (Less than a year)

      Pros

      -Some of the people there are great. -Good benefits. -Very nice campus! -They don't hire for upper positions outside of the company.

      Cons

      -VERY VERY MICROMANAGED! Get ready to feel like you're in middle school. -They don't really tell you in the interview that it's just a call center. -They do not pay enough nor do they negotiate salaries. Everyone starts off at $38k no matter your experience. So you will make the same as the recent college grad that started with you. -What they expect you to know and the quality of work they expect does not match...

      Show More

      Advice to Management

      -Pay more for what you require-especially for people that have experience. -Give people a second to catch their breath in between long calls even when its busy. -Invest in better managers. -

      Fidelity Investments2018-09-27
    • "Fidelity is an excellent company to work for."

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Financial Associate in Merrimack, NH
      Recommends
      Neutral Outlook
      No Opinion of CEO

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

      Pros

      Great benefits and decent pay

      Cons

      It’s hard to move out of the call center

      Advice to Management

      Promote career development for top performers in the call center.

      Fidelity Investments2018-08-17
    Found 54 reviews