Fidelity Investments Reviews

Updated August 3, 2015
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3.8
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Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
185 Ratings

Pros
  • Work/life balance very important to company (in 166 reviews)

  • Great company with great benefits (in 210 reviews)

Cons
  • Company expects all dedication to work with little regard to work/life balance (in 52 reviews)

  • senior management (good or really bad) trumps everything (in 70 reviews)

More Pros and Cons

1,410 Employee Reviews

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  1. Featured Review

    Helpful (15)

    Constant opportunity for development and growth for those who want it

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Westlake, TX
    Current Employee - Anonymous Employee in Westlake, TX

    I have been working at Fidelity Investments full-time (More than 10 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Large, privately held firm with values that are reinforced at all levels of leadership. Career opportunities are ongoing and the vast majority of people at the firm will help you progress if you're willing to do the work. Fidelity provides exceptional benefits with options based on personal needs and various family situations. While pay and bonus structures are sometimes criticized, being patient will pay off for those who are willing to wait.

    Cons

    Fidelity retail is open 24 hours, causing scheduling conflicts for some candidates Career tracks within the firm can be limited due to licensing requirements, or lack of licensing flexibility in the groups

    Advice to Management

    Continue listening to the people talking with the customers. Review the regional pay practices more often, especially during tight labor markets in order to attract and retain the best and brightest.


  2. great benefits but job can burn you out.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative in Greenwood Village, CO
    Current Employee - Financial Representative in Greenwood Village, CO

    I have been working at Fidelity Investments full-time (More than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    excellent training for series 7 and 63 exams, good retirement benefits with matching and professionally managed 401k. Good training for financial representative role. You will learn a lot about the industry.

    Cons

    As a financial rep you are answering phone calls all day one after the next, for me it was enough to burn me out after a few months. You get a lunch break and two short breaks in the day while the rest is answering calls. Promotions just lead to other phone jobs for the most part.

    Advice to Management

    some managers are better than others, the good ones will actively help you prepare for next steps in your career.


  3. Green Line!

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments full-time

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Great Benefits. 10% profit sharing and good health insurance

    Cons

    Low pay for the industry.


  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. Good Place to Work

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative in Denver, CO
    Current Employee - Financial Representative in Denver, CO

    I have been working at Fidelity Investments full-time

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Outstanding benefits, work/life balance, and excellent treatment of employees. Large amounts of OT available to hourly employees.

    Cons

    Pay is not as competitive as other firms. Salary progression is fairly slow.

    Advice to Management

    Retaining top talent may be difficult until more varied opportunities arrive to the site.


  6. Financial services Rep

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments full-time

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Great training program, coaching and development in the industry and developing concise communication skills.

    Cons

    The phone rep job is a challenging and stressful position, which is a requirement to any further advancement.

    Advice to Management

    More off-phone-time per day would result in more fresh and engaging interactions.


  7. Helpful (1)

    Great Company! Little room to grow

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    Current Employee - Software Engineer/Developer in Haltom City, TX
    Current Employee - Software Engineer/Developer in Haltom City, TX

    I have been working at Fidelity Investments full-time (More than 3 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Good management. Work and life balance are amazing.

    Cons

    I have been asking to learn CICS since my beginning of working here. I have been given 0 opportunity to expand my knowledge in the mainframe world outside of batch.


  8. Great PLace to work

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Consultant in Wayne, NJ
    Current Employee - Financial Consultant in Wayne, NJ

    I have been working at Fidelity Investments full-time (More than 3 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    friendly environment and lots of training and support.

    Cons

    lots of pressure and very high goals.

    Advice to Management

    maybe too hands off! NOT that I want micro-management, but there needs to be accountability.


  9. Great company, if you get into the right organization

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Systems Analyst
    Current Employee - Systems Analyst

    I have been working at Fidelity Investments full-time (More than 3 years)

    Recommends
    Neutral Outlook
    Recommends
    Neutral Outlook

    Pros

    Great benefits, many services to employees such as health center, gyms, concierge, discount programs, tuition reimbursements, bonuses, there are many opportunities offered to their employees that makes life easier

    Cons

    Not all organizations within the company operate the same, many processes are not documented for easy learning if you are new, not all organizations recognize work-life balance culture that Fidelity promotes, not all candidates are qualified for their roles

    Advice to Management

    Better training and repositories for new employees so processes are easier to learn. Quarterly direct management reviews from associates.


  10. Awesome Benefits

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments full-time (More than 3 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Management is very flexible, great work life balance. Lots of new things to learn and expand your career.

    Cons

    The dress code could be relaxed. Would be nice to at least wear jeans to the office.

    Advice to Management

    You are doing a great job.


  11. Helpful (4)

    Good Company

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Systems Analyst in Cary, NC
    Current Employee - Systems Analyst in Cary, NC

    I have been working at Fidelity Investments full-time (More than 8 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Amazing benefits, good work/life balance, nice coworkers, decent work flexibility (working from home allowed), immediate management is good

    Cons

    Awful base salary for industry, lots of politics/bureaucracy, not enough upward mobility, upper management is awful at engaging with employees/providing good career growth opportunities, working for the company for a long time is actually worst than leaving and coming back as your base salary will not increase to keep up with the market

    Advice to Management

    Need to promote based on merit and not friendships, need to reward loyal employees via higher raises in base salary



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