Fidelity Investments Reviews

Updated August 2, 2015
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5.0
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Fidelity Investments CEO Abby Johnson
Abby Johnson
84 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

445 Employee Reviews

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  1. Featured Review

    Helpful (14)

    Constant opportunity for development and growth for those who want it

    • 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

    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 services Rep

    • 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

    Great training program, coaching and development in the industry and developing concise communication skills.

    Cons

    The phone rep job is a challenging and stressful position, which is a requirement to any further advancement.

    Advice to Management

    More off-phone-time per day would result in more fresh and engaging interactions.


  3. Great PLace to work

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Consultant in Wayne, NJ
    Current Employee - Financial Consultant in Wayne, NJ

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

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

    Pros

    friendly environment and lots of training and support.

    Cons

    lots of pressure and very high goals.

    Advice to Management

    maybe too hands off! NOT that I want micro-management, but there needs to be accountability.


  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. Excellent experience

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Contractor - Staffing Consultant in Dallas, TX
    Current Contractor - Staffing Consultant in Dallas, TX

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

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Fidelity focuses on their most valuable asset, their employees. Professional development and timely career progression are important cultural values. Hiring focused on creating a positive experience for both client and candidate is not the norm in this competitive labor market and Fidelity does it well.

    Cons

    Processes can be slow

    Advice to Management

    Keep up the good work


  6. Helpful (1)

    None

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

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

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

    Pros

    Very supportive friendly well educated ethical people. Value continuing education and curiosity. Love the people I work with.

    Cons

    You have to take several steps back to move ahead. Salary is way below market. Internal competition for advanced roles is extremely challenging.


  7. Best in the industry

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

    I have been working at Fidelity Investments

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

    Pros

    Fidelity does a top-notch job in developing their associates. You have unlimited opportunity if you are committed and driven. Their benefits program is fantastic, with a 7% 401k match! I know I will be able to find any role in my future career path at this firm.

    Cons

    If you are in the branches, you are putting the customer first, which can make work/life balance challenging. Only certain roles have the ability to work remotely, and often early morning meetings require 9-10 hr workdays

    Advice to Management

    Continue being transparent to your employees; giving them exposure and access to senior leaders, and investing in individual development.


  8. Programmer

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

    I worked at Fidelity Investments

    Pros

    Challenging work, and great people to work with

    Cons

    Frequent turnover of management creates an unstable environment.


  9. Fidelity Investments Planning & Guidance Consultant

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Fidelity Investments Planning & Guidance Consultant in Westlake, TX
    Current Employee - Fidelity Investments Planning & Guidance Consultant in Westlake, TX

    I have been working at Fidelity Investments

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

    Pros

    Great company with great pay, benefits, and opportunities

    Cons

    You only get what you put into. It is a great company.


  10. Lots of Growth Opportunities

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

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

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

    Pros

    There's many growth opportunities in this firm if you enjoy the financial industries. They truly care about their employees. It's a great working environment in Westlake.

    Cons

    Set schedule on the phone but that's how a call center operate.

    Advice to Management

    Keep doing the great work. The mentor/mentee system was excellent.


  11. Awesome company!

    • 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

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

    Pros

    Fidelity will give you the training you need and cares about you as an employee!

    Cons

    They are open 24/7 so you may have to work a shift that you do not like, but they are usually flexible.



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