Everything you need to know about Fidelity Investments careers

Last updated: April 23, 2024
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Everything you need to know about Fidelity Investments careers
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Fidelity Investments has around 40 million customers. It's a popular financial services company that operates across the globe. Besides the United States, the brand can be found in Asia, the UK, Ireland, Australia, and more.

This wealth management firm has a suite of products, including financial advice, retirement plans, and brokerage service.

It also has a large workforce, and it’s always hiring new team members.

Want to be part of the Fidelity Investments family? Before you apply for a job, there are few things you should know. In this article, we'll tell you about the company and what you need to know to work there.

We'll talk about benefits, background checks, and salary. Plus, we'll give you our top tips for the application and interview process.

What is Fidelity Investments?

First, let's learn about the company.

Fidelity Investments was founded in 1946 by Edward C. Johnson II. It began in Boston, Massachusetts, and the headquarters are still there today. The current CEO is Abigail Johnson, the founder's granddaughter.

Fidelity offers a range of products and services, including asset management, retirement planning, portfolio guidance, and workplace investing.

The company has a strong team of associates. In fact, there are more than 358,000 Fidelity Investments employees, over 200 investor centers, and 82 million customer accounts.

Fidelity Investments is an employer that values a diverse workforce. Its Belong Inclusion Programs give candidates a positive experience and include programs that focus on specific areas. For example, there's a program for Asian inclusivity and multiculturalism. Plus, there’s a veteran’s program, a youth program, and a women's program.

Fidelity Investments gives back to the community and is involved in a range of environmental causes.

What do you need to work at Fidelity Investments?

The minimum hiring requirements vary between jobs, but you'll usually need at least a high school diploma.

Fidelity Investments has a wide range of entry-level positions, and these come with on-the-job training. The company may even help you get the right licenses.

Math skills, customer service skills, problem-solving skills, and communication skills will all help your resume stand out.

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There are also jobs at Fidelity Investments that require industry experience and qualifications. For example, if you want to help people with their investment goals, you'll need a degree in finance, a license, and industry experience.

Some Fidelity Investments customer service and technology roles can be done remotely. For example, customer service representatives often work from home and answer questions via phone or email.

To work remotely, you'll need a quiet workspace, a computer, and headphones. You should also be organized and self-motivated because you'll be working independently.

There are a range of schedules to choose from at Fidelity Investments, including part-time, full-time, and seasonal hours. The right person can get flexible hours, and workplace accommodations may be available to those with a physical or mental disability.

What jobs are available at Fidelity Investments?

Looking for a new job at Fidelity Investments? Here are some of the top career areas to consider:

1. Customer service

If you're a people person looking for a customer service role, there are a range of opportunities to choose from.

Right now, Fidelity Investments is looking for service solutions specialists, wealth management specialists, and high net worth service associates.

The goal for all of these roles is to create a positive customer experience. These team members speak with clients online and over the phone and therefore require excellent communication skills.

Depending on the job, customer service associates can deal with individuals or business customers. It's about building relationships and maintaining loyal clients.

Knowledge of the financial industry, computer skills, time management, and attention to detail are all requirements for a position in customer service.

2. Administration

Prefer to work in an office environment? You can apply for a job with Fidelity Investment's administrative team.

If you don't have experience and want to get a start in the finance industry, you can look for an intern role. Alternatively, there are administrative assistant, executive secretary, and receptionist positions.

To work in the administrative field, you'll need computer skills. For example, you should be confident at typing and with using Google Workspace, Microsoft Office, and email.

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The administrative team answers phone calls, enters data, and manages calendars. They have excellent communication and customer service skills.

Problem solving, organization, and time management are also important in this role.

3. Finance

Fidelity Investments specializes in financial planning and advice. The company is looking to grow its finance team and is hiring now.

Available finance jobs include investment solutions representatives, technology risk analysts, and transition service specialists. There are also internships available.

Finance team members need to support clients with their financial goals. They are up to date with industry trends and have financial knowledge.

To do this job, you'll need excellent time management skills, math skills, and problem-solving skills.

Depending on the role, experience and a license may also be required.

4. Marketing

Fidelity Investments has a marketing and communications department.

There's a broad range of jobs to choose from, including copywriters, campaign developers, art directors, communication consultants, and social media managers.

Marketing team members should be creative and motivated. Their job duties may include creating marketing campaigns, setting marketing budgets, and updating social media pages. Experience in photography and graphic design can also be beneficial.

To work in the marketing team, you'll need excellent verbal and written communication skills. You should also be confident using different computer programs and know how to navigate social media.

Depending on the role, an associate's or bachelor's degree may be required.

5. Corporate services

There are other general roles available in corporate services. For example, there are jobs in the management, technology, and legal fields.

There are also jobs for immigration specialists, learning experience architects, and analysts.

Those in corporate services need to be highly organized and skilled in their chosen profession. For example, if you're applying for a job as a paralegal, you may need a certification.

Corporate employees should be comfortable working in a team and have excellent communication skills.

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Some financial knowledge will be an advantage, and computer skills are essential.

6. Product development

The company offers different technology solutions and services. The product development team is responsible for finding gaps in the market and coming up with solutions.

The product development team looks at customer behavior and strives to improve the company’s services. The types of jobs that are available include planning specialists, customer solutions sales specialists, cryptocurrency team leaders, and coaches.

These workers know how to research, set goals, and come up with fresh ideas. They work in a team and collaborate with others.

To join the product development team, you should have excellent problem-solving skills, attention to detail, and motivation.

How do you apply for a Fidelity Investments job?

To see what opportunities are available, you can browse Fidelity Investments positions on our job board. Alternatively, you can visit the company's career page.

You can look for jobs by career area, keyword, and location. Once you find something that matches your skills, you can start the application process. Make sure you read the job description carefully because it'll include the job duties and minimum requirements.

Once you hit "apply," you'll need to join the talent network and sign up for automatic job alerts. Upload a copy of your resume and include your full name, email address, phone number, country, postcode, and area of interest.

You'll need to agree to the terms and conditions before you press "accept."

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If you don't have a resume, you can use our free resume builder. You'll get a professional resume that's ready to upload with your application.

During the application process, you'll be asked about your work history and education. The company will also want to know if you have any particular areas of expertise.

For example, have you ever been involved in fund management or portfolio management? If it's an entry-level role, you'll be asked about your skills.

You'll also need to indicate your salary expectations and availability.

Fidelity Investments interview tips

Job interviews are part of the hiring process. There can be multiple interviews, including interviews over the phone and in-person meetings.

Make sure you get to the interview location early — about 10 minutes before the start of the interview is ideal. Bring a copy of your resume and a list of professional references.

You can make a good first impression by choosing the right attire. Fidelity Investments is a corporate company, so the business professional dress code is recommended. For example, you can go for a button-down shirt, black pants or a skirt, and closed-in shoes.

Be mindful of your body language. Try to make eye contact, smile, and avoid folding your arms. You should be friendly without being over-familiar.

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Before the interview, practice your interview questions and take some time to learn about the company. You can visit the website, follow the company on social media, and read articles like this one.

After the interview, you can send a brief thank you email.

Common Fidelity Investments interview questions

If the hiring manager likes your application, you'll be invited to an interview. Here are some of the most common Fidelity Investments interview questions:

  • Why do you want to work at Fidelity Investments?

  • What do you know about fund management?

  • Why should we hire you for this role?

  • Tell us why customer satisfaction is important.

  • How would you describe Fidelity Investments to prospective clients?

  • What is your greatest strength?

  • Where do you see yourself in five years?

  • Do you have any questions?

Want more information? Get ready for your interview with our common interview questions and answers guide.

Does Fidelity Investments do a background check?

After the job interview, you may be given a provisional offer of employment. What does this mean? It means you'll get the job as long as you pass a background check and a drug test.

Fidelity Investments has millions of customers, and their safety is a priority. The company also wants to make sure the workplace is safe for its team. This is why candidates undergo a thorough background check via a third-party company.

Your information will be verified during this process. For example, your work history, education, and eligibility to work in the US will be checked.

There's also a criminal record check, which flags any misdemeanors and felonies. This check can go back 10 years or more and includes local, state, and national databases.

You can also expect a driving history check. Any prior incidents on the road will show up, including fines, reckless driving, and DUIs.

Because it's part of the financial industry, Fidelity Investments does a credit check. Any debts or bankruptcies will show up in this section of the report.

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Fidelity Investments handles sensitive data, so it has high hiring standards. It may be difficult to get a job if you have a criminal record. However, you can discuss your personal circumstances with the hiring manager during your interview.

Does Fidelity Investments do a drug test?

Fidelity Investments is a drug and alcohol-free workplace. If you get offered a job, you'll need to pass a drug test before you can start work.

The most common drug test is a urine test, and it's sent to a third-party laboratory for processing. It focuses on the following five substance types: cocaine, amphetamines, THC, opiates, and barbiturates.

Even if cannabis is legal in your area, evidence of its use will be a red flag for the hiring manager. If you have any medical prescriptions that may show up on the drug test, you should speak to your doctor for advice.

Fidelity Investments is a smoke-free zone. However, if you get hired, there are assigned areas you can go to if you smoke. The company also offers free support to help you quit if you want to.

Fidelity Investments employees can also undergo random drug tests.

What benefits do employees get at Fidelity Investments?

A job at Fidelity Investments comes with a wide range of benefits and perks.

For example, this technology company offers a suite of health benefits, including medical, vision, and dental insurance. Plus, there's prescription coverage to reduce the cost of common medications.

The company’s health benefits package comes with all the basics, and you can add more options to suit your lifestyle. Coverage is available for both you and your dependents.

Short-term and long-term disability insurance, as well as access to a life insurance policy, are also in the mix.

Fidelity Investments’ employee benefits program includes support for your family. For example, you'll get paid maternity leave for 16 weeks or paid parental leave for 12 weeks. There's also backup dependent care and adoption assistance.

To help you prepare for the future, you can take advantage of Fidelity Investments’ 401(k) retirement plan with a company match. You can set aside money each pay period and use it when you retire. Plus, you can get a health savings account (HSA) or flexible savings account (FSA) and put pre-tax income aside for unexpected medical experiences.

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Your well-being is important to Fidelity Investments’ leadership team. As an employee, you'll get a work-life balance, wellness programs, and a free gym membership.

Want to know more? Check out our comprehensive Fidelity Investments benefits guide.

How much can you make at Fidelity Investments?

Fidelity Investments employees are rewarded with competitive salaries. The pay can vary depending on the job title, but in the US, the average is $23.59 per hour.

Let’s look at a few hourly employee positions. If you get a job as a customer service representative (CSR), the salary range is $14.00 to $25.00 per hour.

For a financial representative position, you can expect between $18.00 and $29.00 per hour. Relationship managers make an average of $26.00 per hour, while retirement plan specialists make $25.00 per hour.

Those in senior roles earn much more and often get bonuses. For example, a financial consultant can make $71,581 per year, and a software engineer can make $77,094.

For a financial advisor position, the average salary is $65,665 per year. Compare this to a senior systems analyst role, which comes with an average salary of $87,744.

Most of Fidelity Investments’ job advertisements include salary information, so you can check this before applying.

Where to find a Fidelity Investments job

Want a job with supportive leadership and career development opportunities? If so, then it's time to apply at Fidelity Investments.

Look for Fidelity vacancies on our job board. Enter your keywords to see what jobs are available near you. If you're looking for a work-from-home role, select "remote only" to filter the results.

You can create a free account, set up job alerts, and chat with other job seekers.

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When you're ready, you can go to Fidelity Investments’ careers page. You can look for positions in your preferred field and enter your location.

Fidelity Investments careers

Fidelity Investments is hiring across its departments, including customer service, administration, finance, and marketing. Or, you can get a job in corporate services or product development.

If you land a Fidelity Investments job, you’ll get a range of benefits, including health insurance, a retirement plan, and parental leave. The application is done online and is followed by one or two job interviews.

Candidates also need to pass a thorough background check and drug test before they can start work.

Are you looking for a fulfilling new role? Visit our job board to see who is hiring near you. You can also head to our resource center for more articles and interview tips.

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