Fidelity Investments Reviews

Updated August 1, 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
273 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

2,337 Employee Reviews

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  1. Featured Review

    Helpful (13)

    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 company with pockets of terrible management.

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

    I worked at Fidelity Investments full-time (More than 5 years)

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

    Pros

    Great benefits for employees. Salary+Bonus+Annual Profit Share+7% dollar-to-dollar 401k match. Contractors treated well in most groups. (I have been contracting the last few years) Durham NC location is pretty casual. Business casual dress with jeans on Friday. Relationships with management have always been casual side. Some groups work with offshore resources and get to travel to other countries. Some groups are in flexible work arrangement situations. Some people work from home much of the time. Even in other groups, you generally can work from home if needed for personal reasons from time to time.

    Cons

    Base salaries can be very low, especially when you get promoted to the next level. Some groups work in crowded arrangements because leadership will not support any official work from home arrangements. Lack of oversight on Directors and Vice Presidents with direct reports. A bad apple can really tear a department apart. Review process is not individual. People are stack ranked and there are quotas on high ratings. Even if you have 2 star performers, only 1 can receive the most excellent rating. The process is truly not individualized. People provide reviews for employees they have had very little interaction with. Can get very personal. You will have to change departments to earn more money as annual merit increases are often nominal. Your career is in your hands here. You can not depend on any management or HR group to help guide you in advancing your career.

    Advice to Management

    Put in place some checks on your management. Too many leaders who are trying to protect themselves and their career and are unwilling to support employees against a terrible "leader". Put a more fair review process in place. Make reviews truly customized to each worker.


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  5. Helpful (1)

    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 (Less than a year)

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

    Pros

    Very focused on their employees, very actively engaged in the community with service projects & community betterment. Benefits were good. company match of 401k and profit sharing, Pay was decent.

    Cons

    The Series 7 and Series 63 tests are required to be passed. I felt that having passed the tests to be licensed, had very little to do with the actual job that I was doing.


  6. SCCM Consultant

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

    I worked at Fidelity Investments (More than 5 years)

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

    Pros

    Great work-life balance,flexibility etc.Compensation is above market standards.

    Cons

    Not so much competitive environment,laid back and slow growth in terms of climbing the corporate ladder.Less female execs in top mgmt.


  7. Helpful (1)

    Great Company! Little room to grow

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    Current Employee - Software Engineer/Developer in Haltom City, TX
    Current Employee - Software Engineer/Developer in Haltom City, 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

    Good management. Work and life balance are amazing.

    Cons

    I have been asking to learn CICS since my beginning of working here. I have been given 0 opportunity to expand my knowledge in the mainframe world outside of batch.


  8. 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.


  9. Great company, if you get into the right organization

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

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

    Recommends
    Neutral Outlook
    Recommends
    Neutral Outlook

    Pros

    Great benefits, many services to employees such as health center, gyms, concierge, discount programs, tuition reimbursements, bonuses, there are many opportunities offered to their employees that makes life easier

    Cons

    Not all organizations within the company operate the same, many processes are not documented for easy learning if you are new, not all organizations recognize work-life balance culture that Fidelity promotes, not all candidates are qualified for their roles

    Advice to Management

    Better training and repositories for new employees so processes are easier to learn. Quarterly direct management reviews from associates.


  10. Awesome 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 3 years)

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

    Pros

    Management is very flexible, great work life balance. Lots of new things to learn and expand your career.

    Cons

    The dress code could be relaxed. Would be nice to at least wear jeans to the office.

    Advice to Management

    You are doing a great job.


  11. Relationship Manager

    • 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
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Freedom to work on your own terms.

    Cons

    Support roll so not an important part of the office environment.

    Advice to Management

    Bonus should be tied to success of rep supported.



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