Fidelity Investments

  www.fidelity.com
  www.fidelity.com

Fidelity Investments Reviews

Updated November 19, 2014
Updated November 19, 2014
1,903 Reviews
3.6
1,903 Reviews
Rating Trends

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Fidelity Investments CEO Abby Johnson
Abby Johnson
32 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

492 Employee Reviews Back to all reviews

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  1. 4 people found this helpful  

    Great company to work for, but with call center setbacks

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - HNW Associate in Denver, CO
    Current Employee - HNW Associate in Denver, CO

    I have been working at Fidelity Investments full-time

    Pros

    Great benefits, pay is decent, and staff is great. They will sponsor you and ay you to study for the series 7 and 63.They have CFP programs if you want to go the sales route as an account executive. Management actually really does care about employees, and listens to their suggestions and ideas. This is a baby call center opened in summer 2013. There is good potential for promotion, however, only in client facing roles. In other words, it is a call center.

    Cons

    It is a call center and it is hard talking to people for eight hours a day about their finances. Clients are often old and sometimes senile, often needing help online or setting up transactions. The work can be stressful. It is busy year round and expect to take calls all day, with maybe the occasional meeting or coaching hour to break up the day.

    Advice to ManagementAdvice

    Bring more non client facing roles (operations positions) to the site. Find ways to get employees off the phones to break up the monotony and prevent burnout, and therefore, attrition.

    Recommends
    Positive Outlook
    Disapproves of CEO
  2.  

    Fidelity Pay

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

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

    Pros

    They have a good benefits package including profit sharing and 401k match

    Cons

    Their salary offering seems pretty low due to their "good" benefits package.

    Advice to ManagementAdvice

    You have to learn and choose the employees you want to keep for the long-term based on talent and personality. There are too many occasions when the wrong person gets promoted and you lose out on retaining your real talent.

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
  3.  

    Financial Representative

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

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

    Pros

    Working for a private company is beneficial because most of the decisions by the company truly are for the benefit of the company and not shareholders

    Cons

    You need to know how to network. A lot of the bonuses and ability to move up within the company depends on your ability to impress your manager.

    Recommends
    Positive Outlook
    Approves of CEO
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  5.  

    Decent company with small room for growth

    • 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

    Some good people, management is decent,

    Cons

    Not much opportunity for growth. Moving up in your position is difficult, very stingy with raises.

    Advice to ManagementAdvice

    Have a more relaxed environment that allows employees to be happier at work

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
  6. 1 person found this helpful  

    A very ethical company and generally a fair place to work in but a company that will no longer be a technology leader.

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

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

    Pros

    Ethical: during all my long career in Fidelity I never meet anyone the would consider breaking laws, rules or regulations. In fact there was proactive approach to protecting customers. A great place to work if you have a good executive level manager. Benefits become very good the longer you stay with the company.
    Genuine attempt to provide outstanding customer service.

    Cons

    Unfortunately upward management, confidence and spin rather than quality and quantity of work or good management skills is a very successful technique for promotion to the executive level. This results in some cynicism from smart observant lower level employees that see this happening.
    Strong movement away from being a technology leader to lower costs and operational excellence as a competitive advantage. So no longer an outstanding technology company to work in if you are a technologist.
    The company is in a constant state of reorganization. This includes offshoring to India then China, downsizing, moving staff to new locations in the US. This creates huge waste and insecurity for many employees here and offshore.

    Advice to ManagementAdvice

    Continue with the ethical work culture and drive for Operational Excellence and lower costs. Work to archive merit based promotion to executive level based on facts, broad feedback and metrics.
    Set out a three year plan for where the company will base most of its work to allow employees to feel some sense of security.

    Recommends
    Neutral Outlook
    Approves of CEO
  7.  

    Good internship experience

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments as an intern (less than an year)

    Pros

    knowledgable manager, nice people, convenient commuting

    Cons

    slow-paced, not so much interaction with other groups

  8.  

    complex organization

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Account Executive in Cleveland, OH
    Former Employee - Account Executive in Cleveland, OH

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    The pay and benefits are above average. Privately owned.

    Cons

    Vertically Integrated and siloed. Lots of ritual and tradition, vs. common sense.

    Advice to ManagementAdvice

    divest and get smaller to focus on what is a strength.

    No opinion of CEO
  9.  

    IT Audit

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

    I have been working at Fidelity Investments as an intern (less than an year)

    Pros

    Takes you an opportunity to mold one's career towards the management field. Early growth opportunities and high perks

    Cons

    Not for those who want to stay on the technical side of things. Growth becomes slow after a couple of promotions. Work atmosphere is not very friendly. Lot of unnecessary office politics played by those in particular who have no work.

    Advice to ManagementAdvice

    Need to focus more on increasing productivity.

    Recommends
    Neutral Outlook
    Approves of CEO
  10.  

    Good entry-level company. Limited upward mobility.

    • 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

    great name to have on the resume.

    Cons

    there's limited upward mobility at this company.

    Recommends
    Approves of CEO
  11.  

    Good company if you like financial planning.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Investment Representative in New Haven, CT
    Current Employee - Investment Representative in New Haven, CT

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

    Pros

    Great benefits, good pay considering you don't have to go out and get your own clients.

    Cons

    Too political. Easy to be pigeonholed into something specific.

    Advice to ManagementAdvice

    Trust your employees.

    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

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