Fidelity Investments Employee Reviews for Financial Services Representative

"Fidelity does a great job creating a culture of energy, growth, and positivity. Their benefits are well above industry average including great health, time off, work life balance, and overall retirement plans. Fidelity gives just the right amount of support and independence to allow and assist with internal advancement. So far the best company I've worked for."

"The opportunity to grow at Fidelity, at least on the personal investment side, is excellent for (like many other companies) those who want to sell. Growing the business is what it is all about. A major issue is the numerous layers between upper management and the front line reps and customers so that the composite picture they get doesn't generate policies that can be tailored to the various groups the company serves. Instead middle management becomes cheerleaders with little discretion."

What do you like about working at Fidelity Investments?

"Great benefits. They paid for my health membership. Young workforce."

Do you have any tips for others interviewing with this company?

"Be customer oriented. Show what you can do for the customer and have examples of how you have done it in the past."

What don't you like about working at Fidelity Investments?

"Taking calls one right after another with no break day can make a person go nuts. Spacing out the calls a little bit would have been appreciated. Also didn't like having my breaks and lunches mandatory at certain times, if I wanted to take lunch or a break at a different time it was like pulling teeth to make it happen alot of times."

What suggestions do you have for management?

"Less literal games and more professional speak. They had a lot of events that were mandatory to attend during the workday that involved basketball hoops and jeapordy games. I'm wasn't at work to play games and it wasn't enjoyable rather a bit insulting to say the least. I would also recognize people for their 1 year and on anniversary with the company with a gift and acknowledgment for their work. I did not feel acknowledged for my time and service to the company over 4 years. That's the first thing I noticed and something that made me want to leave."

What do you like about working at Fidelity Investments?

"Great place to get started and get experience. Nice that they pay for licencing."

Do you have any tips for others interviewing with this company?

"Be honest and negotiate your salary."

What don't you like about working at Fidelity Investments?

"Call center wants to have more freedom to work with clients and a more personal level."

What suggestions do you have for management?

"Stay in your position for a little while, moving around too often is difficult for employees to adjust."