Fidelity Investments reviews

The job itself puts associates in major burnout. Company too focused on metrics, some that are contradictory. You are stuck taking calls all day long. Management was especially terrible. My manager quite literally guilt tripped me for asking for bereavement when my grandmother passed away just because I asked while I was on vacation and claims that his Management would say vacation should have been enough time to grieve.

Fidelity can be great. It depends on two things: what department/role you are in, and your manager. My major complaint about WPC is that people who play the game and burn through calls get promoted and those who spend time with clients don’t. You are not encouraged to spend time and plan with a client. You are supposed to get your tool clicks, uncover assets and send a referral to a branch. It has developed a culture of work 12 hour days to get your numbers, or cut corners. Also, they required mandatory overtime on Monday’s and Friday’s for over 6 months. Demanding total flexibility from all reps and continually asking for more, more, more. But good luck using your PTO. Some managers will act like you are stealing PTO hours from their own bank when you ask. The “COVID relief days” they offered were total BS as well. Their policy stated you could use it for anything that required “flexibility” during the pandemic. However, most managers would only let you take it if you were sick COVID.