Fidelity Investments Reviews

Updated July 4, 2015
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3.0
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Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
52 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

605 Employee Reviews

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  1. Helpful (2)

    Defined Contributions Representative

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Defined Contributions Representative, Tier II in Florence, KY
    Former Employee - Defined Contributions Representative, Tier II in Florence, KY

    I worked at Fidelity Investments (More than a year)

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

    Pros

    Great benefits and volunteered time off opportunities.

    Cons

    This position will murder your happiness.


  2. Customer service

    • 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
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Good starting out pay good training program. There is a lot of different hours to choose from good work environment and lot of opportunity to move up

    Cons

    The customer service role is a calle center role which they do not tell you until the end of training. You just sit there all day taking calls

    Advice to Management

    Be more flexible with employees on the phone more breaks and not so many monthly meetings and give more off the phone time for training


  3. Helpful (2)

    Good Start Gets Boring Quick!

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

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

    Doesn't Recommend
    Positive Outlook
    Disapproves of CEO
    Doesn't Recommend
    Positive Outlook
    Disapproves of CEO

    Pros

    They pay for your licensing training and pay you a decent starting salary. 7% 401k match after the first year and 10% profit sharing on your second year.

    Cons

    This is where your dreams go to die. You answer phone calls all day long 24/7. You feel like a robot with going over the same questions over and over again. Even at the prestigious higher roles you are still only offering two cookie cutter solutions PAS (Portfolio Advisory Service) and Life Cycle Funds both of which have mediocre performance. As a Financial Solutions Rep we aren't even allowed to sell the product on performance. Why else would you hire someone to manage your money other than performance? The people that sell it don't even know what the performance is and its so hard to find you eventually give up. If you want to be paid a lot to be a robot selling mediocre products this a great place for you.

    Advice to Management

    Don't force your people to be robots answering the phones 24/7. Make the role more diverse and create a product that actually works. Also know how to do the job you are 'managing'.


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  5. Boring Job

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments

    Pros

    Great diverse workforce, great benefits.

    Cons

    Pay is under average, very political, P&P over analyzed with no advancement.


  6. Financial Representative

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

    I have been working at Fidelity Investments

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

    Pros

    Training was great and I felt prepared

    Cons

    Workload was daunting and overwhleming.

    Advice to Management

    n/a


  7. High Net Worth Associate

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

    I worked at Fidelity Investments

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

    Pros

    Good training program, good company brand

    Cons

    Very little autonomy, lots of bureaucracy and red tape

    Advice to Management

    Better communication so people can understand the company's direction


  8. DBA

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

    I worked at Fidelity Investments

    Recommends
    Recommends

    Pros

    Great benefits, lots of opportunity

    Cons

    bit of a factory-ike environment


  9. Fidelity Investments

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

    I worked at Fidelity Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    A lot of time spent in training to make sure you are comfortable

    Cons

    A lot of prescheduled overtime that is frowned upon opting out


  10. Mixed review

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

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

    Doesn't Recommend
    Negative Outlook
    Approves of CEO
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    Pros

    Great benefits, great technology tools to get your job done and access to industry training, supports community, capability to move between functional areas, meritocracy focus

    Cons

    Work/Life balance: expectation is you're always available, regional strategy is moving many positions out of Northeast region, career planning and guidence is dependent on having an engaged manager, HR is of little value for career advancement

    Advice to Management

    Need to revamp human resource strategy to provde valued employees with career opportunities


  11. Helpful (1)

    Solid company, unique culture

    • 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

    Approves of CEO
    Approves of CEO

    Pros

    Privately held, strong ethics, talented people, family business

    Cons

    Has opportunity to update culture- feels outdated. Not appealing to earlier career. Compensation is lower overall, and focused on long term(401k) which is generous but doesn't appeal to early talent. Limited opportunities if you are in a region, depending on what you do.

    Advice to Management

    Look at other companies to get ideas to invigorate the culture. Rebranding is essential to help Fidelity thrive.



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