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Fidelity Investments

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Fidelity Investments

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Fidelity Investments FAQ

Have questions about working at Fidelity Investments? Read answers to frequently asked questions to help you make a choice before applying to a job or accepting a job offer.

Whether it's about compensation and benefits, culture and diversity, or you're curious to know more about the work environment, find out from employees what it's like to work at Fidelity Investments.

All answers shown come directly from Fidelity Investments Reviews and are not edited or altered.

73 English questions out of 73

14 November 2021

How do employees feel about Fidelity Investments's charitable donations program?

Pros

Fidelity provides a very competitive compensation package but the benefits are best in the business. Benefits like a 7% 401k match plus 10% profit sharing is hard to beat. Medical benefits, loan repayment, PTO and the Charitable match are also unique.

Cons

I worked at Fidelity for close to 20 years and the culture has shifted very dramatically to micro management, what have you done for me last week culture. In relationship roles your expected to produce unrealistic goals from existing client base while being compare to other reps receiving new clients with money in motion. Expectations presenting annuities is also concerning as a CERTIFIED FINANCIAL PLANNER. Too many good people leave sales and relationship roles to other roles in the organization due to burn out and which does impact the clients. FC roles are no longer a destination roles but rather a stop to some other role or outside the organization.

Advice to Management

As a private company you take pride in your ability to look forward more than quarter to quarter like public companies. Look back at your heritage and realize your employees are your most important resources. Recent dramatically increases in employee base is necessary but treating them with respect is just as important as other benefits. Read these posts everyone love the benefits but hate to be treated like a piece of equipment.

Medical benefits, loan repayment, PTO and the Charitable match are also unique.

14 November 2021

See answer

1 March 2021

Does Fidelity Investments offer massages?

Pros

Good work life balance and free coffee

Cons

some managers keep a close eye on in/out times

Good work life balance and free coffee

1 March 2021

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14 July 2022

Does Fidelity Investments offer dental insurance?

Pros

Excellent benefits, and very much an attitude of knowing that if employees are treated well then customers will be treated well. 7% 401K match, plus 10% profit sharing, health dental and vision all great, also 10K a year still I think towards college tuition if you work your way through school and 2K a year towards laying down student loans. Also just made parental leave 12 weeks paid for maternity or paternity including adoption!

Cons

Only con is the pay, they are pretty tight on not doing a whole lot of raises outside of getting promoted to a new job and the pay is very rigid which does help you know it’s fair across the board especially since associates openly talk about pay which is kind of cool. I will say though if you want to work hard and move up it is a great place for that. I have been promoted three times and about to be a fourth in less than four years and have already more than doubled my income. I guess I could’ve put some of that in the pros section, whoops.

7% 401K match, plus 10% profit sharing, health dental and vision all great, also 10K a year still I think towards college tuition if you work your way through school and 2K a year towards laying down student loans.

14 July 2022

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6 April 2021

Does Fidelity Investments have a pension plan?

Pros

Great benefits including a generous pension plan and health insurance. Salaries are only average though. The company culture is very good with many events organised regularly and different groups that meet regularly on all aspects including diversity, technology and more. Managers are in general down to earth and approachable.

Cons

Salaries are just average. This is offset by good benefits but take home pay is not the best.

Advice to Management

Recognise true tallent and invest more on those people.

Great benefits including a generous pension plan and health insurance.

6 April 2021

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31 July 2020

Does Fidelity Investments offer a wellness program?

Pros

Work life balance is pretty fair Compensation is competitive in the industry Lots of fantastic benefit programs (student loan assistance, tuition reimbursement, hmo, commute assistance, bring your own device reimbursement, partial gym reimbursement, etc.)

Cons

Very few complaints, most people who start here stay here for a reason.

Advice to Management

Allow associates to grow their skills and certifications as much as possible! Keep caring for your employees and they will keep producing!

Lots of fantastic benefit programs (student loan assistance, tuition reimbursement, hmo, commute assistance, bring your own device reimbursement, partial gym reimbursement, etc.)

31 July 2020

See 21 more answers
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73 English questions out of 73

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Company Updates

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Fidelity Investments

158 days ago

Community
Fidelity Ireland, in partnership with Junior Achievement Ireland and Science Foundation Ireland, recently announced the launch of ‘Our World,’ a new STEM-focused educational program to be rolled out to over 12,000 primary school students across Ireland in the next three years. The ‘Our World’ program will connect young people with STEM role models, helping to remove barriers and break down stereotypes. #FidelityAssociate #FidelityIreland
Shared image - Primary students given a world of opportunities by Nobel Peace Prize Nominee Junior Achievement Ireland and industry volunteer programme.
Primary students given a world of opportunities by Nobel Peace Prize Nominee Junior Achievement Ireland and industry volunteer programme.
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