"Financial Consultants" are cause of job attrition for high net worth associate - Recensione dipendente - High Net Worth Service Associate presso Fidelity Investments

1,0
29 giu 2024
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

good 401k policy. a lot of flexibility between work and personal life. great co workers ( except for the people at the branch.) great support structures. Fidelity business model is very admiring and honorable.

Svantaggi

As the title said, a lot of High Net Worth associates quit because of idiotic financial consultants at the branch. Fidelity is setting itself up for failure on this front because most financial consultants here are money hungry and like to scream yell and be little us. I rather dealt with margins, spread options and complex trade rather than getting a call from financial consultants. I even had one mocked me over the recorded line and my TL will not do a thing about it. We all know that financial consultants would set up meetings, spend 59 minutes of the meetings talking up clients and provide empty promises and use the last minute to call us and berate us for not working fast enough. They also are lazy and will not review accounts or financial plans ahead of time. What they do is just wait until the last few minutes and rush us high net worth associate.

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5,0
1 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Fun to work at fidelity

Svantaggi

Lower comp than other companies

5,0
11 giu 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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.

Svantaggi

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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