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Fidelity Investments

Engaged employer

Depends on the role - Workplace Planning Consultant II Fidelity Investments Employee Review

3.0
Jul 20, 2021
Recommend
CEO approval
Business outlook

Pros

Benefits are really good. 401k match, profit sharing, health benefits. All great. Pretty generous PTO, especially after you have been there a while. The base pay is okay.

Cons

Fidelity can be great. It depends on two things: what department/role you are in, and your manager. My major complaint about WPC is that people who play the game and burn through calls get promoted and those who spend time with clients don’t. You are not encouraged to spend time and plan with a client. You are supposed to get your tool clicks, uncover assets and send a referral to a branch. It has developed a culture of work 12 hour days to get your numbers, or cut corners. Also, they required mandatory overtime on Monday’s and Friday’s for over 6 months. Demanding total flexibility from all reps and continually asking for more, more, more. But good luck using your PTO. Some managers will act like you are stealing PTO hours from their own bank when you ask. The “COVID relief days” they offered were total BS as well. Their policy stated you could use it for anything that required “flexibility” during the pandemic. However, most managers would only let you take it if you were sick COVID.

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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