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Fidelity Investments

Engaged Employer

Avoid the WI - 401k Department if possible - Financial Customer Associate Fidelity Investments Employee Review

3.0
Jul 24, 2024
Recommend
CEO approval
Business Outlook

Pros

On-site has several benefits. Gym, Cafeteria, multiple conference rooms. Health benefits are great, a lot of opportunities for movement. The overall company is amazing.

Cons

The con has to be the 401k department. Compared to other departments like Personal Investing, it isn't organized. Training can improve. The expectations of the associates are unrealistic due to unreliable resources, inconsistent help, taking over 60 calls daily, and more. Only a 30 minute lunch is insane, plus no actual time to network (as they suggest). We're treated like robots.

Explore other reviews about Fidelity Investments

5.0
Jun 24, 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
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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