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Fidelity Investments

Engaged Employer

The Green Machine - Client Service and Relationship Manager Fidelity Investments Employee Review

5.0
Nov 29, 2016
Recommend
CEO approval
Business Outlook

Pros

Great company with lots of opportunity for advancement and career changes with god benefits, and good pay. I worked at the company for over 10 years and learned a lot about retail and B2B investments. Have a few FINRA licenses (24,65, 63, 7, 31, and Insurance) and was working towards my CFP that was supported and sponsored. There are also lots of internal and OTJ trainings. Plenty of great people and some pretty awesome financial industry leaders. It's a privately owned company so if they want to pursue something they don't have to get the stock holder's buy in and they allow the employees to provide input on a lot of the process and employee engagement improvements that are currently in place. Overall it's a very dynamic culture constantly changing.

Cons

Super lager company so you could feel like just another worker and that your voice doesn't count. At times the hiring process when moving between roles can be a bit monotonous (in that it's a hurry up to wait months situation). Overall it's a very dynamic culture and constantly changing so if change is not what you like this probably isn't for you.

Explore other reviews about Fidelity Investments

5.0
Jun 3, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Retirement benefits and profit share

Cons

High volume of customer interactions

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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