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Fidelity Investments

Engaged Employer

Poor Experience - Customer Relationship Advocate Fidelity Investments Employee Review

1.0
May 17, 2022
Recommend
CEO approval
Business Outlook

Pros

The benefits and paid time off is pretty good.

Cons

I worked at Fidelity for a year, if you don’t pass the test (SIE, Series 7, Series 63) you could be terminated. They don’t give you the options for testing up front if you have something going on in your life that could prevent you from passing. You have to research it, call HR, etc. I didn’t pass after dealing with many personal issues and was offered to apply elsewhere (WI, where the pay is less). They didn’t accept me after a year of work. You are a number to them, they don’t care about their people. The girl interviewing me was very young (early twenties) and did not have a personality to say the least. If you like being a number and answering angry calls all day for 20/hr this is the job for you! Personally, you can go work in a restaurant for a few hours and make more. In regards to the WFH environment, my manager asked to view my entire bedroom space where my desk is located. Is this normal? Seems very inappropriate to me. All together a pretty poor experience, lack of communication, lack of support.

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Fidelity Investments Response
4y
Thank you for taking the time to share your experience with us. We believe everyone plays a critical role in building a positive environment and would like the opportunity to learn more about the concerns you raised. If you are willing to share more details with us, we can be reached at 800-835-5099 Prompt 2, 4, then 1.

Explore other reviews about Fidelity Investments

5.0
Jul 1, 2026
Recommend
CEO approval
Business Outlook

Pros

Great compensation with potential bonuses

Cons

Uncertain advancement opportunities dependent on location

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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