Fidelity Investments Reviews

Updated July 4, 2015
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3.6
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Recommend to a friend
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
232 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

2,264 Employee Reviews

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  1. Featured Review

    Helpful (7)

    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. Great Ethical Company

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

    Positive and friendly work environment. Lots of future promotion opportunity. Great benefits. Lots of overtime opportunity. Takes great care of their customers and has high ethical values that are contagious to others.

    Cons

    Job can seem redundant. Have to be with the company for at least 5 years to be fully vested in 401k.


  3. Helpful (1)

    A good place to work - but you need to play the game

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

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

    Positive Outlook
    Positive Outlook

    Pros

    Flexible work options
    Opportunities for advancement
    Great benefits and development resources

    Cons

    Unfortunately, advancement is more about how well you manage up vs, how well you do your job.
    Conform, conform, conform.
    Don't rock the boat.
    Being a contrarian is a disadvantage

    Advice to Management

    Hold all management responsible to ensuring that advancement is tied to attainment of goals.


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


  5. Financial Representative

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

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

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Great company culture and support for position. Fast paced and challenging environment. Amazing benefits and perks.

    Cons

    Call center job, crazy busy during tax season.


  6. Project Manager

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    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

    Excellent working conditions at location

    Cons

    People can sometimes be unavailable

    Advice to Management

    None


  7. Contract Employee

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

    I worked at Fidelity Investments

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

    Pros

    All benefits were as expected and as promised. Salary also was as expected and as promised. It systems were updated regularly and completely.

    Cons

    Communication was lacking between staff and contract employees. Several times my emails were not answered and many times required extensive phone and messaging before a return call or communication was initiated.

    Advice to Management

    Allow greater oversight for those who interact with contract employees so that the levels of communication are upgraded and service and connect protocols are followed allowing improved results from contract employees


  8. Helpful (5)

    Too bad it did not last

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Software Engineer in Raleigh, NC
    Former Employee - Software Engineer in Raleigh, NC

    I worked at Fidelity Investments full-time

    Positive Outlook
    Approves of CEO
    Positive Outlook
    Approves of CEO

    Pros

    Great benefits
    Great people
    Steady career advancement
    Flourishing community
    They will train you
    They will give you all you need to develop (tools, mentoring, sponsorship, etc)
    Work from home
    Travel to different destinations
    Paid conferences
    Hackathons
    Ship-It Days
    Fidelity TV (watch hundreds of TEDx talks, presentations, and conferences from influential and successful people) - some of these you won't see anywhere else but at Fidelity)
    FCat library gives you access to paper and electronic books (Safari books including)
    Many talented technologists
    Fidelity Cares
    Gym, massage, doctor, cafeteeria on-site
    I can't list everything. Seriously. They are good!

    Cons

    My career was going well but unfortunately it took a sharp turn. Company motto "Turn here" did not really work well for me. I had bullies on my team including my senior manager who was plain incompetent. I had to leave because every day there became a terror. Mobbing and bullying would not stop after talking to my immediate manager. HR did not care when I reported unethical conduct. They told me I needed a good sense of humor. However, you will agree that being called jerk and hearing jokes about your nationality every day is not fun.

    Advice to Management

    Boot the ruthless from this company. They are easy to find, just talk to your troops. Ruthless don't care about people. All they want is clones, mindless machines they can fire and hire any time they please.


  9. Good entry level position

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Fund Accounting Analyst
    Current Employee - Fund Accounting Analyst

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

    Pros

    Great work life balance. Everyone within my team were approachable and friendly

    Cons

    Micro managed a lot on a daily basis. Not much room for vertical growth.


  10. Helpful (4)

    Great Company-Not much room to move up

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

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

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

    Pros

    Forward thinking, Professional work-place. Promotes employee health by providing incentives for check-ups and to stop smoking. People are friendly and courteous.

    Cons

    Management plays favorites, very hard to advance especially if you don't kiss up. Even if you out perform co-workers, and go the extra mile with the customer, you still may get passed up for promotions for those who are "buddies" with the boss.

    Advice to Management

    Provide advancement based on performance instead of personal likes and dislikes. This company would benefit getting the promotion rather than the suck-ups.


  11. Helpful (1)

    Great Benefits

    • 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 (More than 10 years)

    Pros

    Overall benefits are tough to beat

    Cons

    They say they want us to be above midpoint in salaries for our roles but start you on a path that never seem to get there

    Advice to Management

    How many billions do you need - most folks live for the now not the future.



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