Fidelity Investments

www.fidelity.com

Fidelity Investments Reviews

Updated January 29, 2015
Updated January 29, 2015
2,015 Reviews
3.6
2,015 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
93 Ratings

Review Highlights

Pros
  • Good work life balance with encouraging co-workers for the most part (in 166 reviews)

  • Great Benefits, Employee friendly, but sometimes overkill with thousands of policies (in 210 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

519 Employee Reviews Back to all reviews

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  1.  

    A Neutral Experience

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

    I worked at Fidelity Investments

    Pros

    Fidelity Labs provides the start-up atmosphere within a larger corporation. They are truly on the cusp of cutting-edge tech innovation and are utilizing design thinking methodology to create user-friendly experiences with their products.

    Cons

    The corporate hierarchy still does exist and Fidelity Labs is still trying to secure an identity with which to move forward and gain recognition outside of the company.

    Recommends
    Neutral Outlook
    Approves of CEO
  2. 1 person found this helpful  

    A great place to start your career so that you can move on and take your experience elsewhere.

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

    I worked at Fidelity Investments full-time (more than 10 years)

    Pros

    Over my career at Fidelity I worked with some amazing people, had a lot of development opportunities and great benefits. I left voluntarily with a strong professional network and tremendous experience, for which I am grateful.

    Cons

    The culture of the company has really deteriorated - there have been many management changes and shifts in direction. The benefits are still great, but I don't think the compensation is as competitive as it used to be. This is a big company and you must learn to deal with a lot of bureaucracy in order to accomplish things - a person who succeeds at Fidelity is flexible, patient, smart, politically aware, knows when to give up, and can shift direction with little to no lead time.

    Recommends
    Neutral Outlook
    No opinion of CEO
  3.  

    Overworked, Underpaid

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

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

    Pros

    Great company, people, and benefits

    Cons

    Long hours taking phone calls dealing with frustrated customers.

    Advice to ManagementAdvice

    Higher more reps to help with the long hold times

    Doesn't Recommend
    Positive Outlook
    Approves of CEO
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  5.  

    Lots of benefits working for Fidelity

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

    I have been working at Fidelity Investments

    Pros

    Culture, opportunities, many different departments.

    Cons

    Many subpar people, low pay

    Recommends
    Positive Outlook
    Approves of CEO
  6.  

    Invested representative

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

    I have been working at Fidelity Investments

    Pros

    Company is very Organized and easily promotes

    Cons

    Company can be Cut throat and very competitive

    Advice to ManagementAdvice

    Organize Peoples home and work life more balanced

    Recommends
    Neutral Outlook
    No opinion of CEO
  7. 2 people found this helpful  

    Above average pay, but responsibility is minimal, positions are dead ends, and leadership is poor.

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

    I have been working at Fidelity Investments

    Pros

    Cushy job, above average paying role. Occasional travel to conferences once you have experience. Abundance of opportunity to learn if you apply yourself. A good job out of college for a few years and then it's best to move on.

    Cons

    This particular position is a dead end, but management may lead you to believe your responsibility will improve or that you are doing work that is important. The work is simply making charts and analyzing numbers in Excel, which others will use to make decisions and this gets boring quickly. The people you will work for can be high strung and passive aggressive, so they will ask you to do something and then hover over you until it is done, or they will be short with you and then friendly later on to make up for their initial rudeness. Few of them have the time to teach you, so be prepared to learn on your own. The corporate culture is poor because the main hires are highly intellectual people from top universities who typically have limited social ability. People in my department went through the day with little social interaction and when they did interact it was forced and awkward. The managers are better socially, but they don't know how to lead people because their prior roles were individualistic assignments. Those assignments didn't allow for the opportunity to hone people management or leadership skills. Instead of rolling up their sleeves and making the occasional tough call, managers sometimes pay people lip service and kick the can down the road. Management's personnel decisions come slowly or not at all for fear that those decisions won't work out and it will reflect poorly on them. Upper level executives are slow to make any drastic or necessary operating and strategic decisions, which are required in this rapidly changing industry. The company is strategically behind the 8 ball as a result. People usually stick around for so long because it pays well and people sort of muddle through New England life at this company.

    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO
  8.  

    A new challange every day

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

    I have been working at Fidelity Investments

    Pros

    Benefits, quick opportunity for advancement into other starting roles

    Cons

    Call center. Hard to see real advancement past entry roles. Micomanaged to the minute of your day. Mandatory overtime during tax season.

    Recommends
    Positive Outlook
  9.  

    it was goood

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Fidelity Investments

    Pros

    I enjoyed it pretty much

    Cons

    i didn't like certain things

  10. 1 person found this helpful  

    Great career jobs with layers of bureaucracy

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Representative in American Fork, UT
    Former Employee - Financial Representative in American Fork, UT

    I worked at Fidelity Investments full-time (more than a year)

    Pros

    On-boarding process has plenty of Kool-aid to drink (aka. "we're amazing and nothing wrong") that gets you excited for your new job, Plenty of movement during certain periods of the business cycle, lots of cross training, great retirement benefits and health plans, investment in employees, pay is great, clean, bright work environment. Perfect for a long term career employer.

    Cons

    Leadership is sub-par, upper management is extremely disconnected with the front line representatives and doesn't enable mid management, lots of politics, office culture seems inauthentic, very low flexibility on work schedule, forecasting always off, talk about providing best customer service in industry yet not providing tools or hiring sufficient staff, extremely restrictive of employee trading (no "bearish" positions, very hard to qualify for upper level options trading) due to policy not regulation, few rewards for service reps - mostly available in sales. Very hard to effect any real change.

    Advice to ManagementAdvice

    Listen to your front line - they talk with your customers. If they're frustrated they're holding forever, hire more representatives. You have enough turnover and attrition to other financial firms to afford it.

    Recommends
    Neutral Outlook
    Disapproves of CEO
  11.  

    Tier 1 Customer Service

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Tier I Customer Service Representative in Research Triangle Park, NC
    Former Employee - Tier I Customer Service Representative in Research Triangle Park, NC

    I worked at Fidelity Investments

    Pros

    It was a great company to work for, lots of opportunity to move up. Great leaders/managerial support.

    Cons

    There is a bit of politics between some supervisors when trying to move up. I was hired on a contact with the likelihood of becoming full-time. The decision was left to supervisors, some supervisors have only worked with some for only weeks.

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