Fidelity Investments Financial Services Representative Reviews | Glassdoor.com.au

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Fidelity Investments Financial Services Representative Reviews

Updated Apr 22, 2019

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Found 94 reviews

3.8
StarStarStarStarStar
Rating TrendsRating Trends
66%
Recommend to a Friend
99%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
23 Ratings
  1. "been in role for a year"

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

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

    Pros

    Great benefits, great culture, areas to grow in your segment but not to a different department.

    Cons

    pay could be better for the amount of work we do on a daily basis, managers micro manage too much

    Fidelity Investments2019-04-23
  2. "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 (Less than a year)

    Pros

    Good benefits and good management

    Cons

    Lack of financial literacy training

    Fidelity Investments2019-04-07
  3. "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
  4. "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
  5. 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...

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    Advice to Management

    Fidelity is an amazing company but the call center doesn’t follow any of its morals. Treat those employees the same as the employees in every other department and allow deserving employees to transition to other departments.

    Fidelity Investments2018-06-12
  6. Helpful (2)

    "I hate what I do, but I love who I do it for."

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

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

    Pros

    Fidelity had the best benefits package I've ever heard of. Also has the best managers I've ever had. Each one of the several I have had genuinely care about me as an individual and about helping me meet my definition of success. For individuals wanting to move up in the company, there are plenty of routes to go.

    Cons

    It's a call center. Dealing with clients will never be fun.

    Advice to Management

    Keep doing what you're doing.

    Fidelity Investments2017-10-27
  7. "Financial Representative"

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

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

    Pros

    Great place as far as comfort and amenities. Free coffee all day.

    Cons

    They promote alot of movement & promotion but once you're in, it's not that simple. Alot of judgement and focus on statistics and meeting goal as a team.

    Advice to Management

    Revamp the statistics judging. Reduce stress level in the workplace.

    Fidelity Investments2017-09-13
  8. Helpful (1)

    "A progressive company with neat values and excellent benefits."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Premium Financial Service Representative in Salt Lake City, UT
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Great benefits--especially 401k. Gain a strong personal understanding on the world of investing and finance. Overall fantastic, talented workmates. Casual dress code is nice, and it's great for young professionals just getting started out--especially if you're getting into the financial services industry.

    Cons

    Fairly typical call center problems (although better than "average"). Complicated bonus structure. Limited career advancement opportunities if you aren't going a sales route. Steep learning curve at first.

    Fidelity Investments2017-08-14
  9. Helpful (1)

    "Financial Representative in TEM"

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

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

    Pros

    Fidelity truly cares about their employees. They are very careful about who they hire which really correlates with their work enviorment, everyone i worked with was fantastic! The benefits were over the top and the management was always very knowledgeable, helpful and trusting.

    Cons

    Because it is a call center, their were alot of opportunities to grow but most were still talking over the phone all day everyday. Getting employees off the phone for a few hours a day to complete operational tasks would really help keep employees happy.

    Fidelity Investments2017-08-01
  10. Helpful (2)

    "Financial Service Rep"

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

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

    Pros

    Open 24/7 so that gives you a lot of flexibility. Great benefits! 6 weeks fully paid parental leave for males and 16 week I believe for women who had a baby. Tons of overtime opportunities in tax season. Low stress, pay is great for entry level. 401k match and profit sharing totals to 17% a year (profit sharing 10% and 401k match 7%) managers want you to do well, flexible breaks and lunches, flexible with school schedules...

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    Cons

    It's a call center, at least you get paid well. Sometimes you feel like a operator transferring calls. Bonus is effected by how your team does as a whole. They make a lot of changes throughout the year and you need to be on your toes to keep up with all of it. Colleagues can drag you down by being negative about their job. Customer experience surveys are a very big factor in eligibility for larger bonuses and annual...

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    Advice to Management

    Keep making GOOD changes and follow through with necessary promises to improve employee morale.

    Fidelity Investments2017-06-05
Found 94 reviews