6 Reasons to Work (and Stay) at Fidelity Investments

6 Reasons to Work (and Stay) at Fidelity Investments

Fidelity Investments is hiring and here are just a few (of many) reasons to head on over to their job listings to apply to your next dream job!

I had the distinct pleasure to have Harold Stankard, the Senior Vice President, General Manager and Regional Leader of the Fidelity Investments Regional Center in Jacksonville, FL as a recent guest on Hard Workah with Pete the Job Guy. He shared great information based on his 21 years at Fidelity Investments (that’s a LOOOOOONG time).

To listen to the full conversation (or read, if you’re a reader), click here.

Before I dive into the reasons to consider working at Fidelity Investments, I’m going give important background information.

Fidelity Investments is one of the largest and most diversified financial services firm in the United States with over $7 trillion in customer assets. Fidelity Investments serves over 27 million Americans by helping them build a strong financial future. One in five American investors has an account with Fidelity Investments (and they actually handle our 401k at GEE Group Inc. NYSE: JOB). For more information on Fidelity, click here.

All in all, Fidelity Investments is a hot destination employer nationally. Specifically, in Jacksonville, Fidelity is planning to hire 70 to 100 people by the end of the calendar year of 2018. If you’re already convinced that you or a friend should work for Fidelity Investments, (then great!) click here to view the current job openings. If not, keep reading for my 6 reasons to work (and stay) at Fidelity Investments.

  1. Two words: “Mom room.”

So, if you’re like my co-host Arren and you’re a working mom, this is going to be something VERY appealing. They have a whole room dedicated to moms. And get this, IT WAS DESIGNED BY MOMS. So, it has everything you need if you have just had your child and you’re ready to enter the workforce again. The room concept is so thoughtful and cool itself, but this is just one of the many things that prove Fidelity Investments will go the extra mile for YOUR comfort – again, the word “comfort” is not even on the radar for most companies, just remember that!   

  1. Central Location = Shorter Commute

At the beginning of the show, I shared a couple stats on how long commutes can affect your work day, ultimately wasting your time and making you more stressed. You’d be happy to know that Fidelity Investments is in the center of Jacksonville, off Gate Parkway, on Touchton Rd. This not only means lunch at some of the best places in Jax (I may be biased) but also a shorter commute for many of you!

See how far it is from you:

4601 Touchton Rd Jacksonville, FL 32256

  1. Open Concept

“I just LOVE going to work and sitting in a boxed cubicle for 8 hours a day, 5 days a week, not interacting with people around me,” SAID NO ONE EVER.

One thing that Harold mentioned that is VERY rare in Jacksonville is that the office has an open floor plan. There is nothing traditional about walking into their office – the cube walls are down, which ultimately drives flexibility and work ethic up. They have a new 50,000 square foot facility here in Jacksonville!

Harold Stankard: We wanted to do things in a new, modern manner that created a really collaborative work environment for our people. So, when thinking about this new 50,000 square foot facility, most people would visualize a traditional call center setup. Where is there is this big room with lots of cubicles and everybody has a headset and they are tied to their computer all day, and also tied to their phone.

Let me tell you, this is not that.

Every one of our associates works off a laptop and a wireless headset. There are no cubicles. It’s all flat desks with open areas. There are standing stations all over the place where, if you want to get up, you could even mid-conversation, detach your laptop and walk around the building and go to a couch to finish the call or a standing station to finish the call.

We’ve been in this space for about six months and the results are just awesome. Most people feel much more free while at work, they collaborate with their peers better. We tore down the walls. We tore down the traditions and we’ve created this new, really cool work environment.

  1. No Dress Code

Fidelity Investments allows you to dress comfortably (of course, if it’s appropriate) so that you can save your brainpower to focus on more important issues and feel good!

Now, I will say there is a difference in dressing appropriately for interviews, but once you land the job and prove that you’re a ‘hard workah’, then enough spending hours on thinking about what to wear or moving to adjust your pants or socks that ride up or down throughout the day – just dress for comfort and work hard! I like that, I mean Steve Jobs and Mark Zuckerburg did/do it.

  1. Student Loan Forgiveness + Tuition Reimbursement Programs

Pete: Harold, maybe you can help me out with this. I see a lot of folks that graduate college and they’re wrestling with so much student loan debt and people make life decisions based on that debt, or perhaps maybe they decide not even go to college just to stay out of debt. Do you have any kind of programs or something that Fidelity Investments offers for people carrying substantial student loan debt.

Harold Stankard: Yes! It’s a legitimate concern for people today and on one side, we’re constantly advising parents, grandparents and others on how to best save for future college, so debt isn’t required, but there are a lot of us, myself included, who leave school with debt on the books. And, about a year and a half ago, Fidelity Investments unveiled a pretty awesome benefit.  In addition to tuition reimbursement programs that most companies have, we now have a Student Loan Debt Repayment Benefit where we will help you pay back your student loans if you’re a Fidelity employee. We’ll help you pay back up to $10,000 worth over five years.

So, I took away two things when Harold told me this: (1) Free money and (2) Fidelity will support your educational endeavors! Which leads me to the number one reason on why you should work at Fidelity Investments:

  1. They Offer World Class Training

When making hiring decisions, Fidelity Investments looks for hard working individuals that have a passion to serve others.  Fidelity Investments has a phenomenal and innovative training program to help you to be successful no matter what previous experience you bring to the table.

Harold Stankard: If there are people in this industry that are interested in Fidelity Investments, we’d love to talk to them, but the majority of people we hire, believe it or not, don’t have financial services experience. We teach those skills… It’s really important for us to find people who are learners, who thrive on learning…  we’ll help you get licensed. We’ll teach you the dynamics of our firm and how we serve customers. Just getting licensed in this industry is not easy. In the past, the historic pass rates for the Series 7 license have always hovered in the high 60 percentages nationally. We hover around 90%. So, we make sure we prepare people for that examination.

*BONUS: They Treat their Customers like People* 

Harold Stankard: When it comes down to talking to customers who are real people with real problems, they’re worried about their finances, because finances empower so many of the other things that you care about in life: family, retirement, vacations, college, etc. So, we try and create a learning experience that’s as real as possible. In fact, one of the things that we’ve been piloting this year is a virtual reality learning experience. Imagine being new to the industry, new to Fidelity, and we’re trying to teach you our systems, products, services, and how we communicate with customers. It’s one thing to learn it with role-playing or in a book or in video, but it’s quite another if you can put on a virtual reality helmet and we can place you right in the kitchen of an investor who happens to be juggling two kids and calling us with their statements on the counter, pen in hand, feeling the stress that they’re feeling when they call…

Fidelity will train you so that you can be the best in your field. Whether you are already familiar with the finance industry and just don’t have certifications OR even if you are new to the industry, it will definitely bump up your personal development!

Additionally, they are aware of the human condition. I firmly believe that businesses who recognize that customers are people and not numbers will create a highly valued experience for their customers and gain even MORE business. Fidelity Investments uses technology (virtual reality) to teach their employees, firsthand, this concept that ‘people are people and they have real problems’. You don’t get this type of training just anywhere, it only comes from successful businesses who have a genuine relationship with their customers rather than simply a transactional relationship. This is truly invaluable.

There you are! These are the reasons you should consider working for this hot destination employer, Fidelity Investments, provided to you by me – a staffing expert who has been in the field for over 20 years. So catch this opportunity and apply now, before it’s too late!

If you have your resume ready, apply here, today!

Ready to listen to the full conversation, click here.

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