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Fidelity Investments

Engaged employer

Just okay - Financial Representative Fidelity Investments Employee Review

3.0
6 Aug 2016
Recommend
CEO approval
Business outlook

Pros

I love my coworkers, they are truly nice people to work with. Fidelity has excellent benefits - medical, dental, 401k with 7% percent match (though you have to be there a year to get match and work 5 years to be vested), quarterly bonuses on performance and profit sharing. I truly love Fidelity and what they stand for. I just hate the role I'm in.

Cons

The role just sucks, especially if you work nights because they never hire enough people to work late nights so people can wait up to 10 minutes just for a password reset! It's a call center so it's constantly taking call after call and people can be too needy or hostile because they can't treat their retirement account like an ATM. You have to be in the role for at least a year to even be considered for other roles though it will just be another job on the phone all day. Also your calls are graded all the time and depending on your manager... it's a miracle if you do anything right on a call. Some people call in to get a balance and just because you didn't get the persons life story doesn't mean the call was "inconsistent". Metrics are so whack.

Explore other reviews about Fidelity Investments

5.0
3 July 2026
Recommend
CEO approval
Business outlook

Pros

Good company, CEO, pay and benefits.

Cons

Office space can be difficult.

5.0
11 June 2018
Recommend
CEO approval
Business outlook

Pros

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.

Cons

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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