Fidelity Investments Reviews

Updated August 28, 2015
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3.0
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Fidelity Investments CEO Abby Johnson
Abby Johnson
65 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

635 Employee Reviews

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  1. Helpful (1)

    First Impressions

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Providence, RI
    Current Employee - Financial Services Representative in Providence, RI
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

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

    Pros

    Learning company. It appears to be growth orientated. Well established.

    Cons

    Training some technical problems. Some aspects of the job are quite different than what was described in interviews. Culture is high demand questioning some of the business model and culture. Many people appear to not be upwardly moving in the company. The call center how many people leave before they are promoted?

    Advice to Management

    This is difficult at this time. Training and technical glitches should not be occurring that cause setbacks. Good managers are trying hard to address this. Listen to the people in the field and try to make things better for them it will help your customer service. Not sure what you could do about burnout in the call centers.


  2. Great benefits, average pay

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Jacksonville, FL
    Former Employee - Anonymous Employee in Jacksonville, FL
    Doesn't Recommend
    Positive Outlook
    Disapproves of CEO

    I worked at Fidelity Investments full-time (More than 5 years)

    Pros

    The benefits are great: 10% pay profit sharing once per year, 7% 401k matching, reimbursement programs for tuition, fitness, and electronics

    Cons

    Pay is below average. Only phone jobs and manager positions exist in Jacksonville. Who you know, not what you know. Annual bonuses lower than 5%.

    Advice to Management

    Hold managers and senior leaders more accountable. Seek more feedback from front line associates. Focus more on your employees and retaining talent.


  3. Helpful (1)

    Vice President of Finance

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Vice President in Ashland, MA
    Former Employee - Vice President in Ashland, MA
    Recommends
    Positive Outlook
    No opinion of CEO

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

    Pros

    Leader in providing outstanding experience to customers in Financial services. The company has experienced significant growth over the last several years and continues to expand its footprint globally.

    Cons

    Politically charged environment, significant senior management turnover often leads to missed strategic opportunities to leverage existing investments. The pace of change in the senior ranks has impacted significantly the moral and productive of people leading to a significant outflow of skilled resources.


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  5. Helpful (1)

    Business Acquisition

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

    Pros

    Smart colleagues, good compensation, nice offices, interesting work, great opportunities for advancement.

    Cons

    Churn and burn organization full of type A personalities. There's a bit of a "what have you done for me lately culture." People feel expected to work a lot of hours and are overly busy, which means that the common niceties are sacrificed to get the job done. Seems like a good place to build a career if you are starting out, but only if you are very driven. A lot of meetings and not as much time to get work done.

    Advice to Management

    Put good people managers in management positions, instead of promoting people who get a lot done by themselves.


  6. High Net Worth Rep

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - High Net Worth Service Associate in Boston, MA
    Former Employee - High Net Worth Service Associate in Boston, MA
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Fidelity Investments (Less than a year)

    Pros

    Great company, fantastic benefits, amazing work culture, values driven

    Cons

    Rigorous training. Long hours. Hire and fire policy.


  7. Good Benefits

    • 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
    Recommends
    Neutral Outlook

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

    Pros

    Fidelity has a great 401k match and profit sharing potential. The associates are great and training is good.

    Cons

    There is a lot of uncertainty on the retail side of the company currently due to changes in the way the call routing works and sometimes there is a lack of communication from local management.

    Advice to Management

    Improve communication regarding key initiatives and changes


  8. Good Employer to Enter the Workforce With

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    Good Benefits for Health Care, Dental, 401k, Profit sharing

    Cons

    Phone Job, 5 year vesting schedule on 401k and profit sharing


  9. Helpful (1)

    Financial Representative

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Representative in Westlake, TX
    Former Employee - Financial Representative in Westlake, TX
    Doesn't Recommend
    Neutral Outlook

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

    Pros

    Good entry level salary for recent college grad. Nice people. Healthy meals available.

    Cons

    Sort of felt like being thrown to the wolves. Never-ending calls. Some employees will be filled with a great amount of stress.

    Advice to Management

    During training, show new hires the "worst" calls so that they have a better idea and understanding about what they may have to deal with at least once or twice a day. Managers and facilitators should not say that those calls only occur once or twice every 3 months. It happens far more frequently then that.


  10. Helpful (2)

    Relationship Manager

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

    I worked at Fidelity Investments full-time

    Pros

    Salary and benefits are some of the best in the industry. Very hard to find any benefits that come close.

    Cons

    Work Environment. Very hectic at times and others not as much. Too much on the politics and perceptions vs. the truth of the matter. Too much focus on production and not enough on clients actual needs

    Advice to Management

    Give more attention to your new employees. Have management train vs. other employees that may be upset you were hired.


  11. Helpful (2)

    okay

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Neutral Outlook
    No opinion of CEO

    Pros

    It was a fine place to work, nothing really special or extraordinary

    Cons

    pay was too low. Management got fat bonuses. Always about management.

    Advice to Management

    Think more about your employees instead of about yourselves. We are the ones doing the work.



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