Fidelity Investments reviews

Awful sales culture, work/life balance. Always a what have you done for me lately attitude, constant micromanagement and a million checkboxes that are all as important as the others. Same weight to calling AI driven leads as how many meetings you have a week and how many plans you create and how much you produced etc etc. Too many meetings per week and way too much oversight, very restricting.

1.) Fidelity requires associates to be in one week every month. Though it was nice to work from home most of the time, the in office week was required and NOT flexible. Sometimes I had to use my PTO days because I was sick and couldn't make it to the office. I would rather be in the office any 5 days of my choosing. 2.) Licensing is hard. Many people left because they couldn't pass the tests (including me). I was in training long enough to see what my role looked like after licensing and it only gets harder. 2.) If you're in the CRA role, please read this first. Do you really want to stay in a job where it's just one call after the other, no idea what it's going to be about, no idea if the client is going to scream at you, and thrown into it without any real training? Fidelity training is very long but does not go over every scenario there is; they expect you to know 100 things while doing something as simple as phone calls. Most of them were password resets or transfers to branches and while most clients were very pleasant, there were some that were outright abusive. I don't blame them as it's managing their money but some could ruin your day. I would not doubt it if my role was completely taken over by AI in a few years. Licensing was fine but once you get to the job it is very overwhelming and exhausting. I knew some coworkers who said that it was very stressful learning so much while also not knowing everything. There just isn't enough time fit everything in your schedule. This was what my day was like when taking calls for two weeks: - 8am: 30 minute team meeting (sometimes this was at 4:30 depending on schedule) - 8:30am: start calls for the day - 10:30am: take 15 min break - 12pm: break for lunch - 1pm: start calls again - 3:30pm: take 30 minute break - 5pm: end day I could take a 45 min break which is measured to the minute while lunch after training is only a half hour. Your whole day will just be phone calls. On my worst day I took about 40 but I've known people who took 60. Even just two days on the phones burnt me out so much.