1.0
Aug 14, 2023
Former employee, more than 10 years
Recommend
CEO approval
Business Outlook
Pros
Great brokerage platform for self directed investors.
Cons
They have massively over hired where there are too many advisers and not enough opportunities to successfully build a practice. Relationship building and financial planning with clients is not prioritized and the only thing that matters is how much managed money and annuity business you do each month. Management is horrible and does not value or respect their advisors. They look at everyone as expendable. Micromanagement of number of appointments (they expect you to have 20 appointments a week), dials, and clicks on various tools. Anyone with self respect and dignity, eventually leave. Fidelity is running their brand into the ground.