Fidelity Investments Financial Representative Reviews | Glassdoor.com.au

Fidelity Investments Financial Representative Reviews

Updated 6 Nov 2019

To filter reviews, or .

3.7
73%
Recommend to a Friend
94%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
144 Ratings
  1. "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
  2. Helpful (1)

    "Fidelity Entry Level"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Financial Representative in Greenwood Village, Arapahoe, CO
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Great Office Space, PTO

    Cons

    Taking call after call after call after call can be a grind

    Fidelity Investments2018-12-14
  3. "Financial representative"

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

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

    Pros

    Great benefits for their employees

    Cons

    Hard to move up unless you can relocate

    Fidelity Investments2018-11-25
  4. Helpful (7)

    "Great start in the industry.....but it's a call center"

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

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

    Pros

    Great opportunity to get your licenses(7 & 63) Excellent benefits including tuition reimbursement and travel discounts Thorough training program covering all manner of content $1000 sign on bonus

    Cons

    Call center environment is physically and emotionally draining Once you're branded a phone rep you have very little mobility unless you're willing to go to a branch or another phone role Firm pushes career development focus but the only ones that move up either know the right people or get continually rejected for years until eventually getting a break Having every second of your day tracked is nerve wracking

    Continue reading
    Fidelity Investments2018-10-31
  5. Helpful (3)

    "Financial Representative"

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

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

    Pros

    Great people, great management overall, great benefits and pay, room for growth, I would highly recommend it. If it wasn't a call center job it would be perfect.

    Cons

    Unless you transfer to a physical branch which typically requires moving to a new state, you are stuck on the phone. The phones are ringing nonstop. Being on the phone sucks.

    Continue reading
    Fidelity Investments2018-09-28
  6. Helpful (16)

    "Micro Managed Call Center with insane goals."

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

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

    Pros

    Benefits are good- not great. The campus is beautiful! Free coffee!

    Cons

    1. Heavy volume call center- there is no pause between calls! The beep in between calls doesn’t even fully beep. You can’t get a sip of water in- it is that back to back. 2. You will be micro managed! They have a system in place that has your schedule mapped out for the upccoming months ahead! (Schedule adherence counts against you if you don’t follow it to the t.) Oh! And if you have a meeting planned or your computer doesn’t feel up to the challenge of running for the day- that’s counts against you too! 3. You will feel like a robot. You have to follow there call structure, miss any built point in the call structure and that excellent call goes to just satisfactory. It is very demoralizing to feel like you have done an amazing job and the customer was happy with your service, but Fidelity and there impossible metrics- not so much. 4. You are expected to know everything! There is a chat where you can ask questions and get the help you need, just keep in mind it’s one person helping a team of over 25+ people at once! It takes time for that person to answer the question, but all that time is counted against you in your metrics. They want 7 minute flawless calls (over & over) to the tune of there perfect script with nothing left out- even if it makes 0 sense to bring it up!

    Continue reading
    Fidelity Investments2018-08-17
  7. "Financial Representative"

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

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

    Pros

    Branch employees are really helpful and I feel part of the branch team

    Cons

    Due to busy office, often trained by peers with a few months experience

    Continue reading
    Fidelity Investments2018-07-15
  8. Helpful (2)

    "Decent Starting Company"

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

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

    Pros

    get licensed (series 7, 63, 66) get valuable experience learning about the securities industry

    Cons

    no room for advancement because it's such a big company

    Continue reading
    Fidelity Investments2018-07-25
  9. Helpful (2)

    "Great benefits but it's still a call center"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - High Net Worth Financial Representative in Salt Lake City, UT
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

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

    Pros

    Amazing Benefits, Student loan reimbursement, Tuition reimbursement, fitness reimbursement, wide array of shifts available, Paid holidays, good amount of PTO, lots of overtime opportunities, sign on bonus upon licensing completion

    Cons

    Call Center. very competitive for advancement, pay isn't as high as it should be for all the licensing and knowledge you need

    Fidelity Investments2018-07-02
  10. Helpful (9)

    "Financial Service Representative"

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

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

    Pros

    The benefits are great and the campus is beautiful

    Cons

    They reel you in with the great benefits and the pay sounds good at first, but after training is over they throw you to the wolves and you’re expected to know everything single thing they never taught you. Once you’re in the call center, it’s impossible to get out, even if you’re the top performer on your team. They emphasize work/life balance but be prepared for a guilt trip and lecture if you ever need a sick day. Everywhere outside of the call center seems to be run so much better, people here are overworked, treated poorly, you can’t even take a sip of water between calls most days and if you do then your numbers are penalized. Managers ask you what career path you want to be in but then do absolutely nothing to help you get there. HR is a joke.

    Continue reading
    Fidelity Investments2018-06-12
Found 348 reviews