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Fidelity Investments

Engaged employer

"Financial Consultants" are cause of job attrition for high net worth associate - High Net Worth Service Associate Fidelity Investments Employee Review

1.0
29 Jun 2024
Recommend
CEO approval
Business outlook

Pros

good 401k policy. a lot of flexibility between work and personal life. great co workers ( except for the people at the branch.) great support structures. Fidelity business model is very admiring and honorable.

Cons

As the title said, a lot of High Net Worth associates quit because of idiotic financial consultants at the branch. Fidelity is setting itself up for failure on this front because most financial consultants here are money hungry and like to scream yell and be little us. I rather dealt with margins, spread options and complex trade rather than getting a call from financial consultants. I even had one mocked me over the recorded line and my TL will not do a thing about it. We all know that financial consultants would set up meetings, spend 59 minutes of the meetings talking up clients and provide empty promises and use the last minute to call us and berate us for not working fast enough. They also are lazy and will not review accounts or financial plans ahead of time. What they do is just wait until the last few minutes and rush us high net worth associate.

Explore other reviews about Fidelity Investments

5.0
23 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Benefits and people are great. Internal mobility opportunities are amazing.

Cons

Hybrid, but strict schedule. The "F" in Fidelity stands for flexibility. Lower pay grade, but great job security in this role.

5.0
11 Jun 2018
Recommend
CEO approval
Business outlook

Pros

Benefits including profit sharing and bonuses are great. The breadth of this company provides a great opportunity to try out different career paths or boost your current one.

Cons

In my current role, I am working overtime more often than I'd like with recognition that seems to only go so far until it sizzles out. That may be tied to the size of the company itself, where promotions work in a "trickle down" manner.

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