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Fidelity Investments

Engaged employer

Portfolio specialist - Portfolio Specialist Fidelity Investments Employee Review

4.0
16 Jan 2016
Recommend
CEO approval
Business outlook

Pros

Great benefits package and a large company so lots of opportunity to grow. You can advance quickly if you have ambition. The retirement benefits alone make it worth it. 10 percent profit sharing...Seven percent 401k match. You can expect to make over 100k as a portfolio specialist which is decent and is truly under 45 hour work week. They are rolling out things like16 weeks paid maternity for women and 6 weeks paid for men. The best thing about the job is you do meet life long friends and work with a ton of amazing people.

Cons

They are old fashioned. They don't have a work environment that inspires creativity.They have call models and sales models that they want you to stick to "to make you successful"...they actually focus more on those models than educating about the products they want you to sell...it can sometimes make you feel like a robot and clients pick up on it. They measure performance a lot by things that don't really make business sense and have particular buckets they want you to fill. If you can get past that aspect of the job it can be a nice career.

Explore other reviews about Fidelity Investments

5.0
29 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Great work life balance at company

Cons

No cons to speak of

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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