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Fidelity Investments

Engaged Employer

Great way to start a career in Finance - Financial Representative Fidelity Investments Employee Review

3.0
Jun 1, 2026
Recommend
CEO approval
Business Outlook

Pros

-Wide range of exposure to versatile skills in client engagement, appointment setting, outbound dialing, handling sensitive documents, notarizing documents, building and maintaining relationships, etc. - Weekends and holidays off, dental, vision, medical benefits, bonus pay - Strong potential to build out your career here

Cons

-Process to get licensed while learning the ropes of the job can be overwhelming at times

Explore other reviews about Fidelity Investments

5.0
Jun 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Lots of experience and solely planning

Cons

Training leading up to the role can feel very intense

5.0
Jun 11, 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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