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Fidelity Investments

Engaged Employer

Underpaid, Overworked - Customer Relationship Advocate Fidelity Investments Employee Review

1.0
Apr 20, 2025
Recommend
CEO approval
Business Outlook

Pros

Hybrid work schedule with home equipment provided. Provides licensing & exam prep during first few months of onboarding for FINRA Series 7, 63 & SIE financial licenses. During non-peak times, scheduled 2 hours off-phone time daily to invest in self-lead career development activities.

Cons

Really low pay considering the back-to-back calls experienced on a daily basis and also in reference to other similarly licensed financial employees elsewhere. Micromanagement of schedule adherence with ambiguous expectations surrounding allotted break, lunch, & off-phone time. Unrealistic call stat expectations with manager's allowed to determine their own expectations outside of company standards. Promised auto-promotions are not guaranteed upon successfully meeting outlined call stat averages and are actually only available according to company demand at the time.

Explore other reviews about Fidelity Investments

5.0
Jun 29, 2026
Recommend
CEO approval
Business Outlook

Pros

Great work life balance at company

Cons

No cons to speak of

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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