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Fidelity Investments

Engaged employer

Run away from this company - VP-Financial Consultant Fidelity Investments Employee Review

1.0
14 Aug 2023
Recommend
CEO approval
Business outlook

Pros

Great brokerage platform for self directed investors.

Cons

They have massively over hired where there are too many advisers and not enough opportunities to successfully build a practice. Relationship building and financial planning with clients is not prioritized and the only thing that matters is how much managed money and annuity business you do each month. Management is horrible and does not value or respect their advisors. They look at everyone as expendable. Micromanagement of number of appointments (they expect you to have 20 appointments a week), dials, and clicks on various tools. Anyone with self respect and dignity, eventually leave. Fidelity is running their brand into the ground.

Explore other reviews about Fidelity Investments

5.0
8 Jun 2026
Recommend
CEO approval
Business outlook

Pros

A great place to work!

Cons

Not much cons from my experience.

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.

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