Fidelity Investments Reviews

Updated July 26, 2015
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3.0
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Fidelity Investments CEO Abby Johnson
Abby Johnson
60 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

618 Employee Reviews

Sort: Popular Rating Date
  1. Great Employer; stuggling to retain millenials

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

    I have been working at Fidelity Investments full-time

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Great benefits; Fidelity hires genuinely good people; well organized and structure investments firm; great job in recognizing employees

    Cons

    Fidelity has not figured out how to accomodate millenials; they tend to herd college graduates like cattle;


  2. Helpful (1)

    Great Place to Start a Career

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

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

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Great Training, Good Work Environment, Excellent Benefits

    Cons

    Pay is below average, "clickish" environment

    Advice to Management

    Change for the sake of change isn't always good


  3. Helpful (1)

    Senior High Net Worth Service Specialist

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Senior High Net Worth Service Specialist in Jacksonville, FL
    Current Employee - Senior High Net Worth Service Specialist in Jacksonville, FL

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

    Doesn't Recommend
    Positive Outlook
    Doesn't Recommend
    Positive Outlook

    Pros

    Plenty of overtime capabilities. A lot of leadership opportunities both locally and nationally. Diverse day. Firm truly cares about its clients.

    Cons

    Low pay in comparison to work done. Upwards mobility from this position is slim to none. Expectations of 8+ hours of mandatory overtime during 5-6 months of the year. Upper management has shown a continuous lack of care for people in this type of role (help desk).


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  5. Intense internship and great learning experience

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Intern - Equity Research Associate Intern in Cambridge, MA
    Former Intern - Equity Research Associate Intern in Cambridge, MA

    I worked at Fidelity Investments as an intern (Less than a year)

    Pros

    Access to fund managers and top management Great learning experience for a 3 month internship Company does make job offers to some of the interns

    Cons

    Very intense 3 month program


  6. Helpful (1)

    KYC Analyst

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

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

    Recommends
    Neutral Outlook
    Recommends
    Neutral Outlook

    Pros

    Flexible hours; good benefits; great 401k

    Cons

    Constant monitoring; mandatory overtime; must be robotic on customer service calls

    Advice to Management

    Employees are bot robots


  7. Great Company Overall, However

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Senior Executive Secretary in Smithfield, RI
    Current Employee - Senior Executive Secretary in Smithfield, RI

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

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Benefits are great, vacation and personal/sick time is adequate and having a gym onsite is the best. There are some great people that work there.

    Cons

    Every business unit is different and I have found that in the one I'm in it's very different than others. The admins usually do a lot more in other business units than the one I'm in and it makes for a very unsatisfied feeling.

    Advice to Management

    Restructure and recognize who the good talent is and who just wings it or asks others to do thing that they should know how to do.


  8. no upward mobility for client service

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Relationship Manager in New York, NY
    Former Employee - Relationship Manager in New York, NY

    I worked at Fidelity Investments (More than 3 years)

    Doesn't Recommend
    Positive Outlook
    No opinion of CEO
    Doesn't Recommend
    Positive Outlook
    No opinion of CEO

    Pros

    Made some life long co workers that progressed into friendships past work. Lots of good systems. Great access to clients.

    Cons

    no upward mobility for client service. The salary is minimal especially for NYC standards. nice people in general but not in it for the long run


  9. Financial Representative

    Current Employee - Financial Representative in Frisco, TX
    Current Employee - Financial Representative in Frisco, TX

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

    Pros

    Benefits, training, and placement in industry

    Cons

    No change day to day

    Advice to Management

    Have a more exciting atmosphere


  10. Financial Representative

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

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

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Great place to start financial career. Good benefits and excellent training.

    Cons

    Job itself can be a grind taking phone calls all day. Room for upward mobility.

    Advice to Management

    Less micromanagement.


  11. Very corporate

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

    I worked at Fidelity Investments as a contractor (Less than a year)

    Neutral Outlook
    Approves of CEO
    Neutral Outlook
    Approves of CEO

    Pros

    Steady, predictable job with not many surprises. Beautiful campus with lots of amenities for employees. Lots of young people, state of the art technology

    Cons

    Large corporate environment, not much interaction with management, monotonous cubicle life

    Advice to Management

    Treat employees like people rather than another number



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