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Fidelity Investments

Engaged employer

Financial Consultant - Financial Consultant Fidelity Investments Employee Review

1.0
1 Nov 2015
Recommend
CEO approval
Business outlook

Pros

Excellent benefits and brand name leader in the business.

Cons

Micromanagement, high turnover, old boys/girls club. You are there to drive sales and that is it. You must aggressively sell their Portfolio Advisory Services (PAS) fee based accounts and annuities. Vanguard offers comparable funds for 1/4 of the price so your job involves tricking people.

Explore other reviews about Fidelity Investments

5.0
24 June 2026
Recommend
CEO approval
Business outlook

Pros

Positive work environment. Great benefits and employment opportunities. Good quarterly bonus opportunities and yearly increases in salary.

Cons

Returning to full time onsite in a large metroplex. Heavy workload.

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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