Fidelity Investments Reviews

Updated April 15, 2015
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Fidelity Investments CEO Abby Johnson
Abby Johnson
40 Ratings

377 Employee Reviews

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  1. Featured Review

    Helpful (1)

    Constant opportunity for development and growth for those who want it

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

    I have been working at Fidelity Investments full-time (more than 10 years)

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

    Pros

    Large, privately held firm with values that are reinforced at all levels of leadership. Career opportunities are ongoing and the vast majority of people at the firm will help you progress if you're willing to do the work.
    Fidelity provides exceptional benefits with options based on personal needs and various family situations. While pay and bonus structures are sometimes criticized, being patient will pay off for those who are willing to wait.

    Cons

    Fidelity retail is open 24 hours, causing scheduling conflicts for some candidates
    Career tracks within the firm can be limited due to licensing requirements, or lack of licensing flexibility in the groups

    Advice to Management

    Continue listening to the people talking with the customers.
    Review the regional pay practices more often, especially during tight labor markets in order to attract and retain the best and brightest.

  2. Financial Associate

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

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

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

    Pros

    This is a company that cares and provides opportunity to show it.
    1. Benefits
    2. The pay is very good especially considering the work/life balance: I declined a job that paid 10k more, but fidelity pays overtime, where as the other job was gonna work me 55-65hours per week. NOT worth it. Fidelity provides a very good pay with the ability for those who want to work over-time to make more money.
    3.Great opportunities for growth. They pay you to get your licenses, they have great tuition reimbursement benefits. If you are ambitious and want to grow, Fidelity is your place. I am already planning to get my licenses, an MBA, a masters in law, and move up in the next 6-7 years.
    4. A great culture with efficiency to its core.
    5. Healthy lifestyle emphasis. They have the FIT food which means salads and healthy food is super cheap. How affordable? $2 for a salad vs $10 for hamburger. Yes, they want their employees to be healthy and thank goodness. They also have a recreation center and a health center.
    6. Ability to get involved with community and company. They have great affinity groups for LGBT, AfricanAmerican/Hispanic, Women, and Veterans. They also have FidelityCares so it is great for people who enjoy social groups.

    Cons

    This is financial services and it is highly regulated, what does it mean, there are rules. LOTS OF RULES. But that is only a bad thing if you are one of those people that can't follow rules or can't follow order.

    The rules are very simple: Don't be late. EVER. Not a minute. Why? Because it affects the entire company. This company handles big clients with big expectations. It handles other peoples retirements, which means their futures. Yes, there is a high level of commitment, but there is also a high level of opportunity.

    Advice to Management

    Continue to have programs that allow young ambitious employees to rise to the top. Great programs, great training. I have worked in many companies and Fidelity shows it cares and it expects results.

  3. Technical Intern

    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Fidelity Investments

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

    Pros

    Working at Fidelity was great! The internship program was very structured and I received a lot of training and supervision from my manager. It was a great opportunity to learn, have a large share of responsibility, and understand the workings of a large company.

    Cons

    The company is big so it can be difficult to make connections with people. However, I was able to meet many other interns and work closely with senior management.

    Advice to Management

    Keep up the good work.

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  5. Good company with strong training.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Account Executive in New York, NY
    Current Employee - Account Executive in New York, NY

    I have been working at Fidelity Investments

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

    Pros

    Fidelity is a great company with a lot to offer. The benefits are great and the compensation is fair. Fidelity does an excellent job training employees and helping new hires get licensed.

    Cons

    Like any company, you have to work hard to be successful. Fidelity can have very demanding goals, but if you are motivated and believe in Fidelity’s process, you can have a very good career

    Advice to Management

    I suggest more clear and concise long-term goals and expectations, with less flip flopping on strategies. Otherwise, no other complaints.

  6. This company is great!

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

    I worked at Fidelity Investments

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

    Pros

    While working here, my experience was great. LOTS of opportunities, great benefits and training. Till this day, I still use their services.

    Cons

    There is no experience that I came across that can be labeled as a "Con".

  7. Helpful (2)

    GREAT place to work, build a career and enjoy life!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Associate Analyst (Onboarding) in Durham, NC
    Current Employee - Associate Analyst (Onboarding) in Durham, NC

    I have been working at Fidelity Investments

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

    Pros

    Benefits, growth, development, advancement, leadership, mentorship

    Cons

    Salary, technology, remote work options for skilled employees

    Advice to Management

    The call center is a high school and very political. You are judged a lot on your appearance- not what you wear but how you look.

  8. Excellent ethical company for the industry

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

    I worked at Fidelity Investments

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    Best people in the industry

    Cons

    Lots of work in the industry

  9. Good place to work

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

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

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

    Pros

    Pay for your licenses, move up quickly

    Cons

    You can get tired of the phones fast

    Advice to Management

    Keep it up

  10. Tremendous Company, Values Employees, plenty of advancement opportunity

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Regional Director of Operations
    Former Employee - Regional Director of Operations

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

    Pros

    Leading edge technology, open door management policy, very forward thinking

    Cons

    If don't want to move to Boston, still have plenty of opportunities, but options are limited.

    Advice to Management

    continue doing what you're doing! Communication to Employees is great, love it being a privately held company.

  11. Administrative Intern

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Intern - Administrative in Highland Park, IL
    Former Intern - Administrative in Highland Park, IL

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

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    Great training and great culture, the company really spends time with clients.

    Cons

    Hiring process is lengthy, you have many interviews and with different managers and hr

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