Fidelity Investments reviews

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.

This job will literally drain your life, you're answering 30-40 phone calls per day. You're graded on your CEI (customer survey) and your CPH (call per hour), which sometimes you get surveys for calls that is not your department (wtf 401k calls). Promotion is not based on your CEI and CPH alone, they will promote you if they like you enough. Good luck on getting a manager that you'll get along with, some of them don't care (looking at you Lauren, coming in at 11am and leaving at 3pm), and some are so obsessed with stats that they'll work your until you die. Oh you're putting in overtime? That's great, we're expecting you to, who cares if you don't have work/life balance. Stay away from this job if you can get anything else. Don't believe it when they tell you 'oh here is a Ping Pong table you get to use', or 'you can sit anywhere you'd like', because they're too cheap to build their own place, and they're overcrowding this office. P.S. you better drink that koolaide.