The best Fidelity Investments benefits

Last updated: July 20, 2024
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Paul Baker
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The best Fidelity Investments benefits
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Fidelity Investments works provides financial advice, investment options, brokerage services, and resources to businesses and individuals looking to manage their finances.

Employers can work with Fidelity to create comprehensive benefit plans for their teams. The company supports over 23,000 businesses and 40 million people with a range of financial goals.

If you're interested in the financial services industry, consider applying for a job at Fidelity. There's a wide range of opportunities available with locations across the globe.

If you do land a job with this company, you'll be interested to learn about the perks. Eligible employees get access to everything from healthcare to retirement plans.

Want to know more about these benefit categories? Read on as we take you through each package type.

What is Fidelity Investments?

Fidelity was founded more than 75 years ago by Edward C. Johnson II. In 1965, the company bought its first computer, and technology has played an important role ever since.

The company headquarters can be found in Boston. There are 12 regional sites across the world and over 200 Investor Centers. Besides the US, Fidelity can be found in Australia, Asia, and Europe.

There are more than 52,000 associates currently working for Fidelity Investments. These team members are employed in full-time, part-time, and temporary positions. There are also remote positions available.

This company is a global leader in the investment space and is responsible for over 3.1 million trades every day.

Fidelity prides itself on its diversity and inclusion policy. It’s an equal opportunity employer, and the workplace is a supportive environment. The company also values sustainability and is committed to reducing its carbon footprint.

Additionally, Fidelity Investments gives back to the community. It’s involved with nonprofit causes and offers corporate sponsorship opportunities.

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What do you need to work at Fidelity Investments?

The minimum education and skills you’ll need depend on the job type.

For example, you can apply for a customer relationship advocate position with or without a college degree. You’ll get on-the-job training, and Fidelity will help you get your certifications.

However, you’ll need a few transferable skills, such as good customer service and communication skills. If you’ve worked in hospitality or retail, it’ll be an advantage.

Other jobs may require a college degree, certification, and experience in the financial services industry. An assistant branch manager should be fully licensed and have at least five years of experience.

What types of jobs are available at Fidelity Investments?

Fidelity Investments is always hiring. There are jobs for all skill levels and abilities, from entry-level to more experienced finance professionals.

You can choose between different fields. For example, if you’re financially savvy, you can apply for a role in asset management, risk management, accounting, or investment.

If you're interested in customer service positions, there are jobs for team leaders, customer service representatives, associates, managers, and financial representatives.

Other fields include technology, business, marketing, sales, and corporate. The workplace can be flexible, with in-office, hybrid, and remote work options.

What are the top Fidelity Investments benefits?

Now that you know what types of jobs are available, it's time to talk about benefits.

If you meet the minimum eligibility requirements, you could get a benefits package that comes with health, family, education, financial, well-being benefits and unique perks.

Your eligibility can depend on a number of factors. Your time spent with the company, qualifications, hours worked, job title, and experience can all have an impact.

Let's take a look at each benefit type.

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1. Health benefits

One of the most sought-after workplace benefits is health insurance.

The accessible healthcare benefits package includes medical insurance. This type of coverage can be used for your basic medical expenses, such as a visit to your doctor or a routine test. Medical insurance also reduces the cost of hospital stays and some specialist appointments.

Eligible employees get drug coverage with access to reduced-cost medications.

You can customize your health insurance and build on your core options. Your coverage can cover both yourself and your dependents.

Dental insurance is available. You can use this for dental checkups, preventative treatments, and basic services such as fillings and tooth extractions. Depending on your plan, advanced services such as orthodontics may be covered.

Then, there's vision insurance. You can save on eye examinations, eyeglasses, and contact lenses.

Life insurance and disability insurance are there if you need them. It covers both short-term and long-term disabilities.

2. Family benefits

During your lifetime, you'll have ever-changing needs. When you're ready to start a family, Fidelity Investments will be there to support you.

The company offers fully-paid maternity leave for 16 weeks. Plus, there's fully-paid parental leave for 12 weeks.

Managing a career and a family isn't always easy. If you have young children in daycare, you can access backup dependent care. When your regular care arrangements are canceled, you pay a small copay and won't have to miss a day of work.

Adoption assistance is provided to most employees.

3. Education benefits

When you get hired at Fidelity, the company is investing in your long-term career growth. If you work hard, you'll be rewarded with opportunities for training and promotion.

Some jobs are entry-level, and you'll be supported to study while you earn. The company will even help you gain the right licenses so you can legally provide financial advice in your state.

Additionally, there's a tuition reimbursement program and other incentives for students or employees who care about career advancement.

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For example, you may be eligible for assistance if you have student loans. Fidelity will help you pay down your debt with a contribution of up to $15,000.

The company has already helped employees pay down over 38 million dollars on their student loans.

4. Financial benefits

Fidelity Investments team members get a competitive salary. For some roles, there's the chance to boost your income with commission and bonuses.

There are a few other financial benefits you should know about.

First, there's a 401(k) retirement plan with company-matching contributions. You can set money aside each pay period to be used when you retire.

The company matches your contribution 1-1 up to 7%.

If you want to take advantage of the tax benefits, you can choose the pre-tax option. Alternatively, you can opt for a Roth and pay tax now rather than later.

The right option will depend on your unique circumstances, so we recommend you speak to an investment advisor.

If you're over 50 years old, the company offers catch-up contributions. Plus, there are profit-sharing contributions and a retiree health reimbursement plan.

Unexpected health expenses can pop up. This is where a flexible spending account (FSA) comes in. There are lots of options depending on your needs. For example, you can put pre-tax dollars into a health savings account (HSA) or a dependent care flexible savings account.

There are conditions attached, but the money can usually be withdrawn to cover your costs.

5. Wellbeing benefits

To support your ongoing health and well-being, the company has a range of flexible wellness programs.

The perks will depend on your location. However, you may have access to wellness centers, on-site gym classes, and fitness reimbursement programs.

For those who work remotely, there's the option for online consultations with healthcare professionals.

Plus, there are optional tobacco-cessation programs and subsidized healthy eating plans.

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When you look after your health, it's a win-win for both you and the employer. You'll feel happier, and your confidence will be boosted. This means you’ll be more productive in the workplace.

6. Unique benefits

There are other flexible benefits you'll get if you work for Fidelity. There's optional group auto and homeowner's insurance.

You'll also get access to group personal excess liability insurance. Your benefits package can come with a legal services plan, commuter benefits program, and access to nannies or tutors.

If you get COVID, you'll get paid time off to help you recover without financial stress.

Some team members will be eligible for an employee discount program.

Where to find a Fidelity Investments job

Do you want to start a career with a leading financial and advisory services company? Fidelity Investments is looking for new team members right now.

You can head over to our job board and browse Fidelity jobs. If you want a remote position, simply tick "remote work only" to narrow down the results.

Alternatively, you can visit the Fidelity Investments careers page. You can browse by career area and location.

When you find something you like, read the job description. If your skills match, you can hit the apply button to start the process.

Get a job with Fidelity Investments and take advantage of their benefits package

Fidelity Investments is a worldwide company. Chances are, there’s a location near you.

If you’re looking for a career in the finance industry, this could be the company for you. You’ll be a valued team member and be given opportunities for career growth.

Besides the positive company culture, there are other benefits to look out for. Fidelity offers a suite of health benefits, including medical, dental, and vision insurance.

There are family benefits, such as parental leave and backup dependent care. The company also offers tuition assistance, retirement plans, and well-being programs.

Finally, there are unique benefits, including COVID support, group insurance policies, and employee discounts.

On the hunt for a new job? Look no further than our job board. You should also check out our resource center for application and interview tips.



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