Fidelity Investments
3.4 of 5 1,693 reviews
www.fidelity.com Boston, MA 5000+ Employees

1693 Employee Reviews (View Most Recent)

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1 person found this helpful  

It is What You Make of It

Anonymous Employee (Current Employee)

ProsAbsolutely great place to start a career. 150+ hours paid study time with top notch resources to get Series 7 and 63 licenses. Roughly three months during first year of 8-5 classroom training to cover securities trading, compliance and investment basics. Profit sharing and 7% 401k match, after vesting get 4 weeks vacation time, 7 sick days, 1 personal day and all market holidays off. Company usually hires good people who are enjoyable to work around. If motivated, intelligent and have a good work ethic and interpersonal skills, it's realistic to go from starting salary to making really good money in 3 - 5 years if you follow the sales path. The work isn't particularly stressful and once you are seasoned there are a lot of different specialty paths to consider. Local senior management approachable and positive. Job security is very high. Company will cover almost the entire cost of an MBA or CFP.

ConsIt is a phone job. How much of a "phone job" it is depends on the choices you make. The first year your pay won't be great and when you aren't in training, you'll be taking call after call from lowest tier customers while you learn the ropes. Service management at this level is hit and miss, and about 25% of the time you'll get a micro-manager with no people skills listening to your customer calls and telling you the "right" way to interact with other human beings. 100% of the time your breaks and lunches will be scheduled for you, your efficiency will be monitored and you'll feel like you are in grade school with bulletin boards to decorate, nonsensical "campaigns", dress down days etc. You can either choose to stay in this spot forever taking these horrible calls (which is the type of employee most of the negative reviews seem to come from) or take the steps to move on to better paying areas where you are treated like a professional adult and largely left alone and trusted to produce.

Advice to Senior ManagementFront line representatives consistently left out of the loop when policy or technology changes being considered. There have been dozens of "process improvements" that if asked to comment on ahead of time, representatives would have universally predicted very negative customer response to, and soliciting that early feedback could have saved the company development funds and client goodwill.

Yes, I would recommend this company to a friend

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    Client Service Analyst

    Client Service Associate (Current Employee)
    Boston, MA

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


    Pros: Strong solid company with great reputation. Retirement benefits are fantastic.… Cons: Since it is such a large company it is becoming more spread out with… Advice to Senior Management: Continue to stay focused on growth. The company does a good job taking care of employees but since the company is becoming more spread out,… Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company… More
    • Culture & Values
           
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           
    • Approves of CEO

    1 person found this helpful  

    Excellent company for a long career

    Vice President (Current Employee)
    Westlake, TX

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


    Pros: Good pay, good career mobility, opportunities to gain a wide variety of experiences. Great benefits, very generous retirement… Cons: Fidelity will take as much time from you as you will allow. … Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company… More
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Fidelity Investments has a rich and proud history and has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits… Full Overview

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