Fidelity Investments Reviews

Updated October 31, 2014
Updated October 31, 2014
1,884 Reviews
3.7
1,884 Reviews
Rating Trends

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Fidelity Investments CEO Abby Johnson
Abby Johnson
17 Ratings

Review Highlights

Pros
  • GOOD work-life balance: very rarely expected to work overtime (in 164 reviews)

  • Great Benefits, Employee friendly, but sometimes overkill with thousands of policies (in 205 reviews)


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

  • Lot of high level (senior management) politics played in a dirty manner (in 70 reviews)

More Highlights

1,090 Employee Reviews Back to all reviews

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  1. 3 people found this helpful  

    Fidelity Investments is a great place to grow a career.

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

    I have been working at Fidelity Investments full-time (more than 5 years)

    Pros

    Fidelity Investments is the ideal place to begin a career. The top-down leadership approach creates a culture of trust, transparency, friendly competitiveness and excellence. All levels of leaders invest countless hours in the development of their employees and the support provided to enhance your career is second to none. The company's values are visible in everything they do. It feels amazing to work for a company that sets clear direction, empowers employees to excel and then recognize and reward those who achieve.

    Cons

    The sheer size of the company can seem overwhelming, but this is easily overcome by having such great leaders in place to provide guidance to their employees.

    Advice to ManagementAdvice

    Continue to focus on what matters and nothing else, expect excellence out of your employees, make the impossible possible, encourage personal motivation and promote selflessness.

    Recommends
    Positive Outlook
    Approves of CEO
  2.  

    A great company that focuses on hiring and training quality people.

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

    I have been working at Fidelity Investments full-time (less than an year)

    Pros

    An atmosphere that truly promotes personal development. I've never worked anywhere that cared so much about the services that they offer. I genuinely feel that everyone at Fidelity has the best interest of the customer in mind. Also, there is a lot of opportunity for growth.

    Cons

    Entry level pay is low when compared to similar roles in the financial industry. The company can feel a little too big and that there is some disconnect between different functions.

    Advice to ManagementAdvice

    Considering that Fidelity's goal is to provide the best customer experience across all industries, the best way to do that is to make sure that the employees are not overworked or under appreciated.

    Recommends
    Positive Outlook
    Approves of CEO
  3.  

    Excellent place to plan a long term career

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

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

    Pros

    Lots of different types of roles to work in; Supportive of internal movement; outstanding benefits - compounds greatly the longer you stay; Quality of associates; Management support for innovation; huge IT investment

    Cons

    Lots of job movement to new sites. If you are adverse to relocating, make sure you check on the LT prospects of your role.

    Advice to ManagementAdvice

    The significant amount of movement to new sites has removed some of the luster of working at Fido. Hoping the transition will slow down soon so the culture can stabilize.

    Recommends
    Positive Outlook
    Approves of CEO
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  5.  

    Sets you on the right path to success!

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

    I have been working at Fidelity Investments full-time (less than an year)

    Pros

    Solid Training Program. Supportive Management from the start. Awesome benefits. Career advancements opportunities seem a plenty. Good work life balance with encouraging co-workers for the most part. Offer many different paths to the career goals you want to achieve!

    Cons

    Communication of policies and expectations could be more clear. Leadership tends to play favorites at times which could work in your favor and not so much.

    Recommends
    Positive Outlook
    Approves of CEO
  6. 1 person found this helpful  

    A great place for young college graduates to build a career

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Financial Associate I in Albuquerque, NM
    Current Employee - Financial Associate I in Albuquerque, NM

    I have been working at Fidelity Investments full-time (less than an year)

    Pros

    The facility is very nice and the people are very nice, friendly and supportive. The training is good and you get a lot of support. Management encourages feedback and evaluation of everything. Fidelity promotes from within. If you are a young person just starting out in a new career, it is an excellent place to get started and move up. They like to train people into their own culture and reward those who comply. When you apply for other opportunities, they give you feedback if you are not chosen. The benefits package is good. Even though this is a call center environment and it can be busy, it is a pleasant place to be and I have never felt overly micro-managed. The callers are usually nice and pleasant and management encourages helping the customer no matter how long it takes. Customers routinely tell us how they appreciate the service they get. There are often potlucks and employee appreciation events and fun things going on.

    Cons

    The facility is in a somewhat remote location and is a long drive. If you are an experienced person, unfortunately opportunities to move up seem to be more limited. The company tends to prefer training inexperienced people instead of promoting people who have experience from elsewhere. The recruiters will promise you career opportunities, but there are some interesting politics involved in getting the other opportunities that they do not tell you about. There are a lot of very young managers who started out with the company, but who do not have a lot of management experience. While everyone is very nice and friendly, sometimes they seem to be intimidated by older, more experienced staff and look for ways to deny opportunities instead of trying to fit people in where they are most qualified.

    Advice to ManagementAdvice

    Recognize when you have talented staff who have experience you can rely on and look for opportunities to place them in appropriate positions. Recognize that you cannot teach personality, but you can teach information and procedures.

    Recommends
    Positive Outlook
    No opinion of CEO
  7. 3 people found this helpful  

    Great employee development

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

    I have been working at Fidelity Investments full-time

    Pros

    Everyone is there to help you learn

    Cons

    Management may not be the brightest individuals

    Advice to ManagementAdvice

    Hire based off performance, knowledge, or ambition....not who you golf with on saturdays

    Recommends
    Positive Outlook
    Approves of CEO
  8.  

    AE Branch

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Account Executive Branch in Houston, TX
    Current Employee - Account Executive Branch in Houston, TX

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

    Pros

    Great pay and Flexable schedule. No cold calling.

    Cons

    Once you have big book it can be difficult to manage existing clients while bringing in new clients.

    Advice to ManagementAdvice

    Keep up the great work.

    Recommends
    Positive Outlook
    Approves of CEO
  9.  

    Fine job if you can handle being in the phones all day

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments

    Pros

    Good advancement opportunities. Good training. They pay for series 7 licensing and study time.

    Cons

    On the phone all day. I couldn't handle it.

    Advice to ManagementAdvice

    Nothing.

  10.  

    Best company

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

    I have been working at Fidelity Investments full-time (more than an year)

    Pros

    Fidelity is a great place to work

    Cons

    There is nothing i want to complain about

    Advice to ManagementAdvice

    -

  11. 1 person found this helpful  

    Great place to work

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Chief Technology Officer in Boston, MA
    Current Employee - Chief Technology Officer in Boston, MA

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

    Pros

    Innovative, strategic, friendly, Great values

    Cons

    Top heavy, bureaucratic, Old boys club at the top,

    Recommends
    Positive Outlook
    Approves of CEO

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