employer cover photo
employer logo
employer logo

Fidelity Investments

Engaged employer

A Great Place to Start - Full Trader Fidelity Investments Employee Review

4.0
8 Jan 2015
Recommend
CEO approval
Business outlook

Pros

Series 7 & 63 are paid for and the training program is excellent, they are paying a lot of money to license you and really want you to pass. There are multiple shifts available to you which you bid for, and most people receive their first choice in shifts. Amazing, supportive co-workers. The best technology I have used in the Finance industry. 401(k) matching is among the best in the industry, but annual salary is not competitive. Good work/life balance. Team outings each quarter.

Cons

The call volume is ridiculous, and you spend most of your time resetting passwords, even once you are on the full-trader gate. Fidelity talks a lot about career development, but team meetings and one-on-one coaching sessions with your manager are constantly canceled due to call volume. A manager cannot develop his/her employees without ever speaking with them. Even when you are promoted you do not get a raise, you get an increase in variable comp, and that is determined by whether you hit your metrics. You can get a "promotion" without ever getting a "raise". Management is hit-or-miss. I worked for a couple of amazing, hands-on managers who were very engaged with their teams. I also worked for a few managers that appeared to do nothing other than sit around and play games on their phones all day. A lot of push-back from different departments when you try to transfer calls. Metrics are constantly changing. What is important one quarter may be meaningless the next quarter. It makes it very difficult to try to establish a routine on your calls when you don't know what measurements your bonus will be based on. This is a call center job. Don't try to kid yourself, you will be on the phones 8 hrs/day. Unless you get a position in a branch, you will be on the phones, even if you are "promoted" to another role.

Explore other reviews about Fidelity Investments

5.0
17 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Great opportunities for growth as there are so many roles you can transition to

Cons

You work extremely hard and it feels like the work never ends. Work life balance is tough

5.0
11 Jun 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.

238
See reviews by: Helpful|Rating|Date|All