Fidelity Investments Financial Representative Reviews | Glassdoor.com.au

Fidelity Investments Financial Representative Reviews

Updated 16 Jun 2019

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Found 338 reviews

3.6
StarStarStarStarStar
Rating TrendsRating Trends
67%
Recommend to a Friend
92%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
138 Ratings
  1. "Good Benefits"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Representative 
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

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

    Pros

    Good benefits and good management

    Cons

    Lack of financial literacy training

    Fidelity Investments2019-04-07
  2. Helpful (1)

    "A good place to start a career"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Covington, KY
    Recommends
    Positive Outlook
    No Opinion of CEO

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

    Pros

    Will pay for licensing and there is a lot to do at the company

    Cons

    Can be difficult during tax season for phone reps to explore opportunities outside of business unit

    Fidelity Investments2019-03-19
  3. Helpful (3)

    "Good company, bad job"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Representative 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

    Decent benefits, mostly good management, 8% 401k matching

    Cons

    Customers are terrible. Pay is not competitive.

    Advice to Management

    Pay your employees better

    Fidelity Investments2019-03-21
  4. Helpful (1)

    "Fun while it lasted"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - High Net Worth Financial Representative in Westlake, TX
    Recommends
    Neutral Outlook
    No Opinion of CEO

    I worked at Fidelity Investments full-time for more than 10 years

    Pros

    Flexible environment and work schedules.

    Cons

    High demands as it is hub style position needing the individual to know a little about everything with little room for error and not enough support structure.

    Advice to Management

    Make it easier for help desk to support the representatives directly and provide more help for career advancement. The representatives our handling a high stress environment and the you want them to take what little spare time they have to research their own advancement.

    Fidelity Investments2019-03-06
  5. "-----"

    StarStarStarStarStar
      Current Employee - Financial Representative 

      I have been working at Fidelity Investments full-time

      Pros

      great company to work at

      Cons

      no complaints at the time

      Fidelity Investments2019-03-05
    • Helpful (1)

      "Ability to Create your own success"

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

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

      Pros

      access to resources, great company name and values, strong team environment, strong focus on development and promotion. promotes networking and internal hires.

      Cons

      you need to be your own support system at times work may get overlooked but it pays in the long run to keep your head down and keep at it. also a very large company which can be a good thing for networking. can be very clicky in smaller segments of fidelity

      Fidelity Investments2019-02-20
    • "Good"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Financial Representative 
      Recommends
      Positive Outlook
      Approves of CEO

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

      Pros

      It’s good, have no complaints

      Cons

      None, it’s a great stable company.

      Advice to Management

      None

      Fidelity Investments2019-02-08
    • "Fidelity investments"

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

      I worked at Fidelity Investments for more than 3 years

      Pros

      The pay and benefits are great. They look at the market to make sure they are staying competitive to other employers. They help get you licensed and will do tuition reimbursement. They will also pay towards outstanding student loans. You get inserance from day one. They do 401k match and profit shareing. With the profit sharing and 401k match they pay 17% into your retirement plan.

      Cons

      They have started to more away from some of the things that have set them apart from other call centers.

      Fidelity Investments2019-02-05
    • "Fine"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Services Representative 
      Recommends
      Neutral Outlook
      Approves of CEO

      I worked at Fidelity Investments full-time

      Pros

      great benefits, management tried visibly to make working experiences positive and fun

      Cons

      Terrible job. Tied to your desk with very strict breaks and scheduling

      Fidelity Investments2019-02-04
    • "Easy Job but exhausting"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - High Net Worth Financial Representative in Jacksonville, FL
      Recommends
      Neutral Outlook
      Approves of CEO

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

      Pros

      Great Hours Great Community Managers are nice

      Cons

      Mentally exhausting The vacation is all combined so when you take a sick day you're taking a vacation day.

      Fidelity Investments2019-01-02
    Found 338 reviews