Fidelity Investments Reviews

Updated May 5, 2015
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3.6
2,199 Reviews
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Fidelity Investments CEO Abby Johnson
Abby Johnson
157 Ratings

Pros
  • Good work life balance with encouraging co-workers for the most part (in 166 reviews)

  • Great Benefits, Employee friendly, but sometimes overkill with thousands of policies (in 210 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 Pros and Cons

Employee Reviews

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  1. Featured Review

    Helpful (2)

    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. Great entry-level company

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments full-time

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Competitive pay, great benefits, many of the people there have been there for 30 plus years, so obviously there are some good things about working there

    Cons

    The company experience is very dependent not the business unit you come into. Some are great, with lot's of opportunity for advancement, some are terrible, with zero opportunity for advancement.

    Advice to Management

    Provide the same kind of benefits and opportunities across all business units, not just within asset management where all of the money flows in and out

  3. Great company to work for

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

    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

    Tremendous emphasis on training and personal development. Great work life balance. Consistent opportunities for upward mobility. Great benefits and amazing retirement match.

    Cons

    In the relationship manager role the company metrics are weighted 70/30 sales to service respectively. At this time the relationship model makes it extremely difficult to attain this balance in certain branches

    Advice to Management

    Lots of politics in upper management

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


  5. Great place to work and outstanding training

    • 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 full-time

    Recommends
    Recommends

    Pros

    Training and room for advancement

    Cons

    Very controlled atmosphere and shifts

  6. Great entry level positions

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

    I worked at Fidelity Investments full-time (Less than a year)

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Phone site and investor center Financial Representative role is a great job out of college, and a great excuse to get licensed up right away. Good experience to break into the financial world.

    Cons

    Sometimes felt more like a cog in the machine, and customer service can get old.

  7. Senior Executive Secretary

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Senior Executive Secretary in Smithfield, RI
    Current Employee - Senior Executive Secretary in Smithfield, RI

    I have been working at Fidelity Investments (More than 8 years)

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

    Pros

    Better than average pay and benefits.

    Cons

    Because of the size of the firm it is constantly re-organizing which can be stressful for some.

    Advice to Management

    Keep doing what you're doing.

  8. Good to ms and my family

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

    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

    Tons of opportunities to both move up and into new roles. Learning and development opportunities are expansive.

    Cons

    Same as most large companies, layers of bureaucracy sometimes get in the way of productivity.

  9. Financial Representative

    • 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 full-time

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

    Pros

    Everyone is spoiled - free lunches, amazing benefits, healthcare is good, pay is better than others in industry.

    Cons

    Need to be at the right location for growth, or willing to move.

  10. Director - Business Mgmgt

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

    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

    Long term investments. Innovation is highly valued.

    Cons

    Group to group & division to division, the culture can vary greatly - this can be a good or bad thing depending on the individual & type of variation.

  11. Helpful (1)

    Overworked but paid well

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

    I worked at Fidelity Investments full-time (More than a year)

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

    Pros

    The pay is pretty good, I was in a call center. They paid for me to study and obtain my licenses. Training is really intensive, and want to make sure you know what you're doing when you start talking to clients.
    Management can be very supportive about helping you move up in the company.

    Cons

    Management can also be very unsupportive to employees. There were some who were clearly not equiped to be managers. Nepotism is present. There is a big push on networking to get better jobs, instead of by merit. (but isn't that just corporate culture?)

    Advice to Management

    Allow everyone chances to move up, not just ones who schmooze.

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