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Fidelity Investments

Engaged Employer

Promised advancement and career, delivered an intentional permanent grind - Customer Relationship Advocate Fidelity Investments Employee Review

3.0
Mar 15, 2021
Recommend
CEO approval
Business Outlook

Pros

Nice building, top-tier benefits, friendly colleagues, complete training and licensing (all while being paid).

Cons

The job is a grind, little to no input from managers after training is finished. The job creates two extremes: those who will deliberately short-cut quality to pump their metrics (which the company seems to value in their sales departments); and those who will let their unrealistic metrics suffer in exchange for thoroughly and meaningfully helping the client, building life-long relationships. If you're the latter, then the company will keep you in the same grind indefinitely because secretly, they need and like people who will go that extra mile.

Explore other reviews about Fidelity Investments

5.0
Jul 3, 2026
Recommend
CEO approval
Business Outlook

Pros

Good company, CEO, pay and benefits.

Cons

Office space can be difficult.

5.0
Jun 11, 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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