Financial Representative Reviews

3.7
(17)
Highly Satisfied
Last updated Jun 03 2024
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Financial Representative Reviews

What is it like working as a Financial Representative?

June 2020
Mediocre at Best.
Financial Representative in Rifle:
Pros: Fidelity Investments is a great company overall, but with the senior management in place at the site I currently work for, there is mobility and one person who holds a grudge can sabotage your career. Better leadership is needed at the site I am at.
Cons: The leadership team and the constant change to "promotable" metrics.
May 2019
Preparing People for Financial Success.
Financial Representative in New York:
Pros: Working with people
Cons: Some of the staff are not friendly or helpful
July 2018
Good if You are Just Starting Out.
Financial Representative in American Fork:
Pros: Helping people is a lot of fun.
Cons: They continue to cut back on being helpful to their employees.
August 2016
High stress, low pay, discriminates against older workers.
Financial Representative:
Pros: Learn about the financial industry.
Cons: Low pay, high stress, discriminates against older workers.
June 2016
Financial Representative:
Pros: Medicine. Hours. Benefits.
Cons: Customers. Staff. Position.

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