Fidelity Investments Financial Representative Reviews

Updated Sep 18, 2020

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3.9
73%
Recommend to a Friend
83%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
274 Ratings
  1. "Good Company"

    4.0
    Current Employee - Senior Financial Analyst in Toronto, ON

    I have been working at Fidelity Investments full-time

    Pros

    Good brand image within the industry

    Cons

    Outdated systems and laptops for managers and above

  2. Helpful (1)

    "Financial Advisor"

    4.0
    Current Employee - Financial Advisor in Toronto, ON

    I have been working at Fidelity Investments part-time for less than a year

    Pros

    Sale easily earn 10k up

    Cons

    None really much casual conversation


  3. Helpful (6)

    "Stay Away from this company!"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Financial Analyst in Toronto, ON
    Doesn't Recommend
    Negative Outlook

    I have been working at Fidelity Investments

    Pros

    they hire a lot of analysts. but think twice before joining

    Cons

    Directors are pain to deal with; no career advancement

  4. Helpful (4)

    "Financial Analyst"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Analyst in Toronto, ON
    Recommends
    Positive Outlook

    I have been working at Fidelity Investments full-time for less than a year

    Pros

    Great benefits and positive culture

    Cons

    Relatively small organization so not many opportunities for career advancement

  5. "Connections over skills"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Contractor - Financial Representative in Toronto, ON
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    I have been working at Fidelity Investments for more than a year

    Pros

    It's starts with good ethics and values and end up with corrupted individuals

    Cons

    Not much to say your skills, experience or performance will not be counted once the connected ones shows up

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  6. Helpful (2)

    "Fast pace, efficient and well paid."

    3.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Analyst, Senior in Toronto, ON
    Doesn't Recommend
    Neutral Outlook

    I worked at Fidelity Investments full-time for more than 3 years

    Pros

    Well paid jobs with good benefits. The company provides lots of good trainings and you get to work with a professional team. Generally speaking it is a very fast paces, efficient and co-operated environment with high standards in many areas.

    Cons

    The job here is quite stessful, with short notice for ad-hoc requests and deadline hard to meet. The work style is not flexible enough to balance work and life. The company is too small for career development and I feel managements over value employee's soft skills.

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  7. "Great place for benefits and growth"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Representative in San Diego, CA

    I have been working at Fidelity Investments full-time

    Pros

    Great benefits and resources for you to be successful

    Cons

    not a good balance for work and social life

  8. "Financial Planner"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Columbia, SC

    I have been working at Fidelity Investments full-time

    Pros

    Great company to work for overall

    Cons

    Work life balance is to be desired

  9. "Golden Handcuffs"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - High Net Worth Financial Representative in Salt Lake City, UT
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Fidelity Investments full-time for more than a year

    Pros

    They make it hard to leave because they off the best benefits and good pay.

    Cons

    Only full-time, somewhat demanding schedule if you need something flexible

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  10. "Financial Rep"

    4.0
    Former Employee - Financial Representative in Boston, MA

    I worked at Fidelity Investments full-time

    Pros

    good environment within the company

    Cons

    work life balance hard to maintain

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