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Fidelity Investments

Engaged Employer

Bad job but difficult to rate. - Customer Relationship Advocate Fidelity Investments Employee Review

2.0
Aug 6, 2022
Recommend
CEO approval
Business Outlook

Pros

They license you. You will think about this experience in future jobs and feel relief that you no longer work here. This job is probably more attainable than the vast majority of others job in "finance".

Cons

Ultimately the job title is "Customer Relationship Advocate", so I can't fault Fidelity for being dishonest in anyway during recruiting. However, if you are a college graduate looking for a job, even if you failed other interviews, do not take this job if you want to enter a job that is A) financial and/or B) analytical. Firstly, Fidelity will advertise the SIE/S7/S63 as a good way to begin your career and potentially jump to something else later. These licenses are required from a compliance standpoint, that is the only reason they require you to take them. These licenses will not land you a job as an analyst or impress anyone who actually knows what they are. If you are only joining to take these exams, I advise against this. Close your eyes. Do you want to take phone calls all day every for the foreseeable future, with the only promotions available being other roles where you get a slight pay bump and take phone calls all day? This is your life after finishing licensing, and if you're like me you will be put on a 10-hour shift against your preference. 10 hours all day every day of talking to customers is not going to make you very desirable in any actual finance or analytical job. This job is 97.5% customer service and 2.5% finance. Some might argue it is not finance at all, the most sophisticated thing you will do on a daily basis is place a stock order for a customer who is too lazy to do it themselves. You will get trainings on concepts that most customers understand through internet articles, or you will be trained on proprietary systems, nothing you can even place on a resume to show you as a desirable candidate for when you will want to leave. This job is basically an office version of a factory assembly line. The second you finish a call you're onto the next, there is no opportunity to extend to any meaningful project that will help you get out of the perpetual call center. The job is designed to keep you working for them in a call center, they already licensed and trained you so this is most profitable for them. The only person I can see who would like this job is someone who worked in call centers in the past and sees this as an upgrade since they can call themselves a licensed broker etc. For anyone who wishes to have career advancement outside of customer service or potentially their wealth management branch (you will start off a brand new role, continuing to do calls all day every day and maybe after 3-5 years get promoted to a branch), extend your job search and look elsewhere. Lastly, the reason I put "difficult to rate" in the title is because I might seem naive for giving a poor rating to a customer service job since it doesn't offer promotions into analytical or financial jobs. But ultimately I can't give this job a good rating whatsoever because everyday was dreadful; never-ending phone calls with no hope for meaningful advancement.

Explore other reviews about Fidelity Investments

5.0
Jun 19, 2026
Recommend
CEO approval
Business Outlook

Pros

Good teams, nice environment in the office

Cons

Moving to be fully onsite

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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