Fidelity Investments Financial Representative Reviews | Glassdoor.ca

Fidelity Investments Financial Representative Reviews

Updated 15 Nov 2019

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3.7
73%
Recommend to a Friend
94%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
144 Ratings
  1. "Connections over skills"

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

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

    Pros

    It's starts with good ethics and values and end up with corrupted individuals

    Cons

    Not much to say your skills, experience or performance will not be counted once the connected ones shows up

    Advice to Management

    nothing

    Fidelity Investments2015-11-10
  2. "Great Place to Work"

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

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

    Pros

    Colleagues are great people, the system is setup well and makes doing work easier. If you find something that needs to be improved they want to hear about it.

    Cons

    Call center environment, it can sometimes be repetitive

    Advice to Management

    I had great managers here

    Fidelity Investments2019-11-15
  3. "Great Company"

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

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

    Pros

    This company has great benefits. If you like a fast paced environment at a call center.

    Cons

    Move fast or get stuck in positions.

    Fidelity Investments2019-11-14
  4. "Financial Service Associate"

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

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

    Pros

    Great job great pay and benefits

    Cons

    Micro management and rude management

    Advice to Management

    Stop taking out personal issues on your employees.

    Fidelity Investments2019-11-06
  5. "Great Company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Representative in Jacksonville, FL
    Recommends
    Positive Outlook

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

    Pros

    There are many advancement opportunities

    Cons

    Not a lot of flex-time

    Fidelity Investments2019-11-01
  6. Helpful (3)

    "Fraternity like culture"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Representative in Greenwood Village, Arapahoe, CO
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

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

    Pros

    The benefits are decent. They offered an HSA account with company contributions (not sure if they still do this), health care and dental at a decent monthly cost, vacation, sick time, and PTO.

    Cons

    The managers are high strung and a bit too interested in your personal life, almost seemingly desperate to make friends with you. If you don't want to join your team members or whoever works their for lunch, every working shift, they look at you funny. No, joke the culture is overwhelmingly in your personal business. Not recommended for the reserved type or the "I need a break from you all" type. There's also a... company ball (no joke) that they request all of their staff to attend. It's like a company prom, because yes you need to wear a gown or suit. WTF. And if you don't attend, then they look at you funny. The series 7 training is a joke. The trainers that we had were aweful. One used weird metaphors constantly to teach, and when he was told that his metaphors were confusing he would smile and use additional metaphors to explain the other ones. WTF. The other trainer was on some sort of stimulant, and would constantly speed walk from one side of the room to the other waving his arms around like a monkey swinging on a branch, but missing the branch.

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    Advice to Management

    Understand that your employees have a personal life that they probably don't want work to be a part of. Taking over the lunch hour is not cool, it's frustrating. Your employees need a break during their work day and don't want to go to a work meeting during their break. Have the meetings during down time, and only if absolutely necessary. Employees don't need to listen to managers brag about how great they think... Fidelity is.

    Show More
    Fidelity Investments2019-10-16
  7. Helpful (4)

    "Job"

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

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

    Pros

    Student loan assistance, already existing loans.

    Cons

    Very cliquish, like high school.

    Advice to Management

    Care about your employees. Guide them towards the career they are interested in not what the business needs

    Fidelity Investments2019-10-10
  8. "Decent Place to start"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - High Net Worth Financial Representative in Denver, CO
    Recommends
    Positive Outlook
    No opinion of CEO

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

    Pros

    Good work environment and culture

    Cons

    constantly changing performance policies

    Fidelity Investments2019-09-19
  9. Helpful (1)

    "Nice management, work a bit dry"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • 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 more than a year

    Pros

    If you're passionate about investing this is the place for you

    Cons

    If you like variety in work, choose another field

    Fidelity Investments2019-09-06
  10. "Great"

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

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

    Pros

    Good people, good environment. Gives you everything you need to succeed

    Cons

    Pay was hard to live on in my area

    Advice to Management

    None

    Fidelity Investments2019-08-30
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