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Fidelity Investments

Engaged employer

Great benefits but high stress during peak seasons - Customer Relationship Advocate Fidelity Investments Employee Review

4.0
18 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Awesome benefits and profit sharing!! Fidelity was a great company to work for which is why I gave it four stars. Personally I hated the job but it was in no way because of the company itself. The industry was not a good fit for me. They are so remarkably helpful especially when it comes to passing your licensing exams. I had five team leads in the three years that I worked there and I genuinely enjoyed working with each of them. Management is always in your corner cheering you on!

Cons

High stress at different points in the year, tax season being particularly difficult. They do make sure you get some time off of phones every day but when you are on the calls are back to back. Some customers are very knowledgeable and will make sure that you know it. These calls can be anxiety producing especially if you are new. If you hate being on phones it may not be the role for you as other roles don’t frequently open up and when they do the competition for them is intense.

Explore other reviews about Fidelity Investments

5.0
2 Jul 2026
Recommend
CEO approval
Business outlook

Pros

Good work life balance, structure

Cons

Tough to move up in the company

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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