Fidelity Investments Investment Solutions Representative Reviews | Glassdoor.com.au

Fidelity Investments Investment Solutions Representative Reviews

Updated 8 Jul 2019

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Found 43 reviews

4.0
StarStarStarStarStar
Rating TrendsRating Trends
81%
Recommend to a Friend
84%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
25 Ratings
  1. Helpful (3)

    "Great but not perfect"

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

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

    Pros

    Great company with customer-centered culture. Great benefit package, and depending on your role, you may have flexible schedule or the ability to work some of your shifts from home as an option. Great at helping employees earn licenses, certifications, and business related degrees.

    Cons

    They tend to compensate employees below the average for the industry and hope that the benefits are enough to keep employees around. If not, they seem to prefer hiring and training new employees to paying current employees more in an effort to retain them.

    Advice to Management

    High attrition is hurting the firm. it is not good for morale to have half of your team leave the company in a 6 month time period to go work for different firms in the industry who pay more.

    Fidelity Investments2019-07-09
  2. "Wonderful company, great people!"

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

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

    Pros

    Excellent training for FINRA licenses. Helpful Support team.

    Cons

    Initial hours/schedule can be rough.

    Advice to Management

    Keep up the great work here at Fidelity!

    Fidelity Investments2019-07-03
  3. "Great culture"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Investment Solutions Representative in Merrimack, NH
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Great people, fantastic morals, on site cafeteria

    Cons

    Pay was relatively low compared to the industry, commute was long

    Fidelity Investments2019-07-01
  4. "Good Benefits"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Investment Solutions Representative in Covington, KY
    Recommends
    Neutral Outlook
    No Opinion of CEO

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

    Pros

    Benefits, Free Coffee and Great Campus

    Cons

    Corporate culture. Leadership can be lacking.

    Fidelity Investments2019-06-04
  5. Helpful (2)

    "ISR Regional Phone Center"

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

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

    Pros

    Coworkers, free parking, decent benefits if you stay there 6 to 10 years. Paid training time.

    Cons

    Below low salary and low bonus structure. Most jobs are narrow specialties. Goals for role shift endlessly, no one hit every goal there.. most managers at temp in roles then get demoted. Most moves are lateral for non managers.

    Advice to Management

    Try not having a new manager every 8 months or less. Saw some good people there get forced out. Try not micromanaging everything.

    Fidelity Investments2019-02-14
  6. Helpful (1)

    "Corporate hustle"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Investment Solutions Representative in Denver, CO
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

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

    Pros

    Learn a lot, clear career path

    Cons

    If you don’t drink the cool aid there is no place for you in the company, only one career path even if it is clear

    Advice to Management

    Come up with your own ideas

    Fidelity Investments2019-01-17
  7. "Great company to work for with great benefits"

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

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

    Pros

    Excellent opportunity to move up

    Cons

    With such a large company you might feel that you are just a number

    Fidelity Investments2018-09-11
  8. "Great company, compensation could be better"

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

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

    Pros

    Good company benefits and match

    Cons

    Flavor of the month every week

    Advice to Management

    None to compliment honestly

    Fidelity Investments2018-05-31
  9. "It's great for a phone job"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Investment Solutions Representative 
    Recommends
    Positive Outlook

    I worked at Fidelity Investments

    Pros

    + good people + nice atmosphere + great benefits

    Cons

    + phone job (gets repetitive after a while) + sales goals have no meaning + micromanagement in sales function

    Advice to Management

    +Optimize commission structure so that it is easily understandable to reps +hire better managers

    Fidelity Investments2018-04-11
  10. Helpful (1)

    "Great benefits, lower pay"

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

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

    Pros

    Great benefits, relaxed workspace, and young group of people working.

    Cons

    Lower than average pay, calls per hour expectations, and no non-phone roles.

    Fidelity Investments2018-03-05
Found 43 reviews