Fidelity Investments Employee Reviews

Wonderful company with great benefits. You don’t feel like just another number here, they really make you feel valued as an employee. Management is the best I have ever experienced with any job.

Pros

They don’t throw you to the fire, they make sure you’re well trained.

Cons

Training is extremely long (for a good reason)

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Fun Work Environment

Director, Retirement Planner (Current Employee) - Remote - December 9, 2023

Very knowledgeable staff and great place to work. Good work life balance and unlimited growth potential within the company. Highly recommend for those entering the industry

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Jobs at Fidelity Investments

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Intern, Investor Center - Pasadena, CA

Pasadena, CA

1 day ago

Security Representative

Boston, MA

30+ days ago

General Transaction Processing Representative II

Albuquerque, NM

23 days ago

Equity Research Analyst Intern - Summer 2024

Boston, MA

30+ days ago

Quantitative Equity Research Analyst

Boston, MA

1 day ago

Great company

Analyst (Current Employee) - Westlake, TX - December 6, 2023

Great company with good PTO and team dynamic. I also enjoy the benefits in the student loan benefit. However, do keep in mind that Fidelity ‘s pay is lower compared to other financial companies, but they do take in consideration of worklife balance

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401k reviewer

Manger (Former Employee) - Kentucky - December 4, 2023

Not sure if location is open anymore. Worked there 3 years in early 2000’s. People were nice, managers were nice. Pay was not great but that was a long time ago.

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Great place to work!

Financial Services Representative (Former Employee) - Covington, KY - December 3, 2023

Good work-life balance, good pay, good bonuses, great support. True definition of if you just show up and do your job, you’ll do well and go far. The only way this job becomes bad is when you’re being micromanaged. But that only happens when you’re not doing the basic things you’re suppose to be doing.

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Fidelity Investments insights

Based on 1,206 survey responses

What people like

Supportive environment
Ability to learn new things
Inclusive work environment

Good opportunity not for me.

Financial Customer Associate (Former Employee) - Durham, NC - December 1, 2023

Good work culture, a lot of volume, just not cut out to work in an office myself. If you can handle being on the phone and working in an office setting behind a computer all day I recommend it for you.

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Great company, stressful role

Customer Service (Current Employee) - Westlake, TX - December 1, 2023

Fidelity as a whole is an amazing company to work for. I do feel supported daily, but the call volume can be extremely exhausting. It’s a look of pressure and easy to feel burnt out. Thankfully I have a great manager who is kind and understanding.

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Great company to work for

High Net Worth Service Associate (Current Employee) - Remote - November 29, 2023

Phone roles can be a grind. There are some days that I really dislike my job but that's more of an indicator of the job itself rather than the company. Fidelity is a great company to work for and they really care about their associates. If you are thinking of going for a service representative phone role, Fidelity is a great place to do it

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Great

Customer Service Associate (Former Employee) - Jacksonville, FL - November 29, 2023

They really go above and beyond with training. Mine was 4 months. The volume can be difficult yet I always have felt supported enough to handle it. Overall great.

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Location and Manager Dependent

Financial Representative (Former Employee) - Irvine, CA - November 29, 2023

Fidelity is good place to work with the understanding of the type of company you are working for and the location you are working at. The job is basically a bank teller with no financial representation functions. You learn the operations end of the transactions but not much more. Depending on your location and operations manager this can be a good or bad experience. Also, the clientele of each location is different with some locations having a more relaxed clientele and some, like Irvine, with a more intense/stressed clientele. To move into a higher role takes time and all but a few financial advisors seem miserable and over worked in trying to bring in new money constantly so moving up doesn’t seem that appealing. Overall, it is a very controlled corporate environment where every move you make is monitored and recorded. You can make money but it is hit and miss on how satisfying the experience will be.

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Great people jobs not for me

Customer Service Representative (Current Employee) - Jacksonville, FL - November 29, 2023

Fidelity has a lot of great benefits and if you enjoy talking to people on phones all day this is for you. The onboarding progress is long however it would be hard to slim it down with the licensing. The pay is also not very good for the amount of work you do.

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Many opportunities

Senior Data Analyst (Current Employee) - Smithfield, RI - November 29, 2023

Been with fidelity for 7 years , straight out of college. Had 3 career changes in that time, with much support from managers. Only con is having to go into the office for a week a month. Other than that, no complaints. Decent pay and great benefits.

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Great support and advancement opportunities

Financial Customer Service Representative (Current Employee) - Salt Lake City, UT - November 27, 2023

Highly recommend fidelity as an employer. Great benefits, work life balance, and professional development and advancement. Only con is shift availability and times aren’t always the greatest.

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Good Benefits, No Advancement

Workplace Planning Consultant (Former Employee) - Durham, NC - November 25, 2023

There are certain jobs within the company that are simply too valuable to let you move. If you were competing for a role that you desire, and it came down to you and someone in service, the service person will get it. The advancement offered by this position is either management or a higher tier in the same role. As told by managers within the company: "Once you are in this dept, it is easier to apply to a different position from the outside, not the inside."

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Good entry into Finance

Workplace Planning Associate (Former Employee) - Smithfield, RI - November 25, 2023

They will help you study for the SIE, 7, and 66 licenses. You have 2 attempts to pass the SIE (it’s the easiest exam outta the 3 and should pass on both attempts). 3 attempts for the 7 and 66. The support received is alright. Training is not the best as the coaching/role plays are pointless. Majority of the job is processing 401k transactions via phone. You have to watch what you say and how you say certain words as well. Promotions are…to put it lightly instance once you get all licenses. However, your manager has to like you to even be considered for a WPC 2-3 position.

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Call centers are not for everyone

Customer Service Advocate (Former Employee) - Salt Lake City, UT - November 25, 2023

Fidelity Investments is a call center company focused on financial markets and investing. You have to pass your securities license exam and obtain your series 6 or7 and potentially other licensures to work there long term. Fidelity is very supportive of you getting these licenses, but in the end it is a call center. If you want to work in a call center and take 8 - 12 calls per hour, this might be a good fit. You're on the phone all day long and you're held to a series of high customer service and operational standards. If you think you might like this sort of thing, great. If this isn't the life for you, just know what you're getting into.

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Awesome place to work!

Quality Assurance (Former Employee) - Westlake, TX - November 21, 2023

Best place for advancement and growth. Their benefits and pay are amazing. They have the work life balance that cares for families. I would recommend Fidelity to anyone looking for a place to start their career.

Pros

Benefits, pay, schedule

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Very hindering

Service Advisor (Former Employee) - Denver, CO - November 21, 2023

They won't mention that you cant freely trade. All trades must go through them and can take days to approve and you can't sell until 12 months later. The pay is alright but hardly worth crippling your financial freedom in the stock market.

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Great place to work if you know what you’re getting into.

Customer Relationship Advocate (Former Employee) - Westlake, TX - November 21, 2023

My main issue with Fidelity is they are not upfront with new employees that 90% of your time you will essentially be working as a call center employee. If I was aware that this was the case I most likely wouldn’t have taken a position with the company. If that’s a work environment you’re okay with then they might be great for you. Good benefits and overall good management, just need more transparency.

Pros

Good benefits, good management, job stability, good training

Cons

Spend majority of time answering back to back calls

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Very Flexible for students

Customer Service Representative (Former Employee) - Westlake, TX - November 13, 2023

I enjoyed working here as a student because they worked around my classes and starting pay was decent. Only downside is rude customers and strict attendance. This job can really be mentally draining also.

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Great Place to Work as an Intern

Business Analyst Intern (Former Employee) - Merrimack, NH - November 13, 2023

Fidelity was a great intern experience with average to good salary. Work was hybrid with a lot of remote time - relatively easy work week that usually didn’t take 40 hours to complete your work. Only downside was that the return offer was not good pay

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