By LeKesha, Regional Investment Consultant
FIND YOUR FIDELITY with opportunities to grow.
I am constantly being challenged in a positive way and learning something new daily.
LeKesha joined Fidelity during the pandemic. Despite not having stepped foot in the Westlake, Texas office where she’s based, she feels very connected to her team.
A welcoming and inclusive environment with opportunities for growth and support to pursue her MBA. What will you find?
Experiencing Fidelity remotely
What’s unique about Fidelity is the people and the culture. During the interview process, my manager mentioned, “You’re people first and then you’re employees.” I can tell that the leadership team sincerely cares about all associates, their work, and their progression.
Even though I’ve always worked from home since starting at Fidelity, I still feel very connected and part of the team. I know exactly what needs to be accomplished daily, and I don’t feel like I’ve skipped a beat by working from home versus being in the office.
A core value that everyone at Fidelity demonstrates is respect. Networking is also very important. Even though I’ve never stepped foot in the office, it’s easy to jump on a call with someone and say, “Hey, do you have a few minutes to connect and provide an overview of your department?” That way, when we partner together, we’re able to work effectively. I’ve noticed that everyone is quick to help. It’s apparent that everyone has the mentality that we win better as a team.
Prior to accepting my role with Fidelity, I noticed that many companies were coming out with their diversity and inclusion statements. I remember Fidelity’s statement being different. Our CEO Abby Johnson took the opportunity to say something along the lines of, “I’m using this time to educate myself and to speak to my associates to see exactly how they feel, and I will report back.” That is exactly what she did; not only did she report back with her findings, but she also provided a solution. Now that I’m working here at Fidelity, I can see firsthand that not only are we openly talking about ways to improve diversity and inclusion, but we are also following up with an actionable plan. As a minority, it’s wonderful to work for a company that’s taking this seriously and committed to making things better for all associates.
A spirit of excellence and a growth mindset
When I graduated from college, I knew I wanted to pursue a career in finance. As a regional investment consultant, I hold a Series 7 and Series 63 license. I partner with an external wholesaler, and we sell investment solutions and share market insights to financial advisors in our territory. What I love most about my job is that I’m constantly being challenged in a positive way and learning something new daily.
My mom is by far my biggest inspiration. Not only is she strong and compassionate, but she’s also very driven. Even though she battles a diagnosis of lupus, it hasn’t stopped her from achieving all her goals. I am so thankful I have her as my role model. She’s inspired me to bring my best self to work every day, live my life with a spirit of excellence, and maintain a growth mindset.
Benefits that support my growth
Going back to school to earn my MBA has always been a dream of mine, and thanks to Fidelity, I’m able to take advantage of the tuition reimbursement benefit where Fidelity pays 90% of qualified tuition expenses (up to a maximum of $10,000 per year). Also, starting in December 2021, the company is increasing its Student Loan Assistance Program lifetime maximum benefit from $10,000 to $15,000 (for eligible associates) to help pay off existing student loans.
It’s a blessing to work for a company that offers so many great benefits and opportunities. I believe it helps that Fidelity is a private company. It makes sense for the benefits to align with their words. It’s proven that Fidelity cares about each individual and their growth.
Thriving at Fidelity
Some may be intimidated to apply to Fidelity because they assume that they may not qualify, but through training and the use of Fidelity’s resources, you can quickly get up to speed. Fidelity gives you the playbook to do well at your job. I wouldn’t let a lack of qualification stop you from applying because you may be surprised by what you can learn here. The technical skill set will come. Trust me.
To thrive at Fidelity, it’s best to have an open heart. Management is here to help guide and coach you along the way. Having an open heart allows you to perfect your skill set and it will make you better as an employee and as a person.
Most of all, trust the fact that your managers have your best interests at heart. It’s okay to let your guard down and let them help you—that way you can become the best person you were meant to be!