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Fidelity Investments

Engaged Employer

Great Comp and Great place to start career but do not truly care about customers - Financial Consultant Fidelity Investments Employee Review

3.0
May 29, 2023
Recommend
CEO approval
Business Outlook

Pros

Amazing pay for start of career. Good training for fundamental concepts but once this is established not a place for creative concepts and independent thinking. Management wants you to ask same questions and run same exact process on every single client regardless of situation.

Cons

Middle management doesn’t care about clients and relationships. This is strictly a sales role and very minimally a planning role. I think if upper management knew how investor centers were being run and how churning clients and quick selling was being pushed they would be disturbed. Clients usually sell out of managed money within 5 years bc they were falsely sold, they’ve had advisor turnover once or twice in that timeframe, and managed accounts underperform their own asset manager funds. If you want a real financial planning career go to an RIA after 1-2 years in this role

Explore other reviews about Fidelity Investments

5.0
Jun 11, 2026
Recommend
CEO approval
Business Outlook

Pros

Good benefits, good total comp

Cons

Too much in bonus compensation that is flexible, not enough guaranteed salary

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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