Fidelity Investments Reviews

Updated June 29, 2015
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3.7
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Recommend to a friend
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
148 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

1,346 Employee Reviews

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  1. Featured Review

    Helpful (7)

    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. Good entry level position

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

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

    Pros

    Great work life balance. Everyone within my team were approachable and friendly

    Cons

    Micro managed a lot on a daily basis. Not much room for vertical growth.


  3. Great experince

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Intern - Anonymous Intern in Boston, MA
    Current Intern - Anonymous Intern in Boston, MA

    I have been working at Fidelity Investments as an intern (Less than a year)

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

    Pros

    A good work environment and location. Friendly people with amazing knowledge.

    Cons

    Can be a little hectic


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


  5. Helpful (1)

    Great 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 10 years)

    Pros

    Overall benefits are tough to beat

    Cons

    They say they want us to be above midpoint in salaries for our roles but start you on a path that never seem to get there

    Advice to Management

    How many billions do you need - most folks live for the now not the future.


  6. good place to work

    Current Employee - Systems Engineer in New York, NY
    Current Employee - Systems Engineer in New York, NY

    I have been working at Fidelity Investments

    Pros

    Great org to work with.

    Cons

    did not find any thing

    Advice to Management

    nothing


  7. Great Place to Work

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Vice President in Merrimack, NH
    Current Employee - Vice President in Merrimack, NH

    I have been working at Fidelity Investments full-time

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

    Pros

    A lot of opportunities. Plenty of different things to do. Excellent benefits.

    Cons

    Base pay is average, but when coupled with benefits including company match on 401k, profit sharing share payments, and other the total compensation is extremely competitive.


  8. Good Job

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments

    Pros

    Great internship, great company to work for

    Cons

    Very confusing industry to learn in a summer


  9. Helpful (3)

    VP, Financial Consultant

    Current Intern - Vice President, Financial Consultant in Washington, DC
    Current Intern - Vice President, Financial Consultant in Washington, DC

    I have been working at Fidelity Investments as an intern (More than a year)

    Pros

    well known and respected brand, access to many quality financial solutions for clients, I have a good manager that respects employees so work/life balance is good. Never-ending pool of clients to work with, so business is rarely slow.

    Cons

    comp. plan is always changing, not a lot of reward for retaining clients, you basically have to approach each year as a sprint, not a marathon.

    This means once you have created and implemented a solid plan for a client, there is very little compensation paid for the maintenance of the relationship, relative to the work required. Don't interpret this as you don't make money, if you work hard you will, but the money you make is always for selling something new, not maintaining a sound plan.

    You have to work your tail off to help a lot of people each year, which quickly means you are working with 400+ households, and you have little to no support in servicing them.

    Advice to Management

    Balance development of new business with retention of existing business. Meet the demands for financial solutions requested by the field more quickly. Your field sales reps know best what the clients want, not some person in Smithfield, RI that has never met a client in person before. Ask us more!


  10. Helpful (1)

    Corporate Analyst

    • 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
    Recommends
    Positive Outlook

    Pros

    Great Benefits, Excellent Manager. Encouraged to learn new techniques and improve business processes. I received regular reviews and helpful feedback

    Cons

    Corporate is subject to regular cost cutting which makes job security and salary negotiation difficult. Politics between businesses can make it difficult to create firm wide best practices


  11. Great place to start your career

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

    Wonderful people, almost everyone wants to really help each other succeed. There is real room for advancement and management is super supportive. Great vibe in the office, people are actually happy to come to work. Lots of community involvement. Great pay & wonderful benefits

    Cons

    Its a very large company...there are your typical corporate politics to contend with.

    Advice to Management

    Keep it up...



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