Easy client pipeline, but must follow strict questioning model - Planning Consultant Fidelity Investments Employee Review

4.0
May 27, 2026
Recommend
CEO approval
Business Outlook

Pros

Client pipeline from 401ks is easy

Cons

You must use their model of questioning

Explore other reviews about Fidelity Investments

5.0
Jul 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Good Benefits. Work Life Balance

Cons

Big system to understand. Understanding business might take time

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.

238
See reviews by: Helpful|Rating|Date|All