Fidelity Investments Reviews

Updated October 28, 2014
Updated October 28, 2014
1,875 Reviews
3.7
1,875 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
10 Ratings

Review Highlights

Pros
  • GOOD work-life balance: very rarely expected to work overtime (in 164 reviews)

  • Great Benefits, Employee friendly, but sometimes overkill with thousands of policies (in 205 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 Highlights

Employee Reviews

Sort: Popular Rating Date
  1. 3 people found this helpful  

    Fidelity Investments is a great place to grow a career.

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

    I have been working at Fidelity Investments full-time (more than 5 years)

    Pros

    Fidelity Investments is the ideal place to begin a career. The top-down leadership approach creates a culture of trust, transparency, friendly competitiveness and excellence. All levels of leaders invest countless hours in the development of their employees and the support provided to enhance your career is second to none. The company's values are visible in everything they do. It feels amazing to work for a company that sets clear direction, empowers employees to excel and then recognize and reward those who achieve.

    Cons

    The sheer size of the company can seem overwhelming, but this is easily overcome by having such great leaders in place to provide guidance to their employees.

    Advice to ManagementAdvice

    Continue to focus on what matters and nothing else, expect excellence out of your employees, make the impossible possible, encourage personal motivation and promote selflessness.

    Recommends
    Positive Outlook
    Approves of CEO
  2. 2 people found this helpful  

    Great place to work

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Senior High Net Worth Service Specialist in Jacksonville, FL
    Former Employee - Senior High Net Worth Service Specialist in Jacksonville, FL

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    Company has great values and really seems to care about both their employees and customers. Good benefits including health and dental plus tons of others stuff like fitness, computer, tuition reimbursement; adoption assistance; etc. Spend a lot on training employees and focus on positive feedback as opposed to criticism.

    Cons

    Bonuses are pretty good but their is room for improvement in the bonus structure.

    Recommends
    Positive Outlook
    Approves of CEO
  3. 1 person found this helpful  

    A great place for young college graduates to build a career

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Financial Associate I in Albuquerque, NM
    Current Employee - Financial Associate I in Albuquerque, NM

    I have been working at Fidelity Investments full-time (less than an year)

    Pros

    The facility is very nice and the people are very nice, friendly and supportive. The training is good and you get a lot of support. Management encourages feedback and evaluation of everything. Fidelity promotes from within. If you are a young person just starting out in a new career, it is an excellent place to get started and move up. They like to train people into their own culture and reward those who comply. When you apply for other opportunities, they give you feedback if you are not chosen. The benefits package is good. Even though this is a call center environment and it can be busy, it is a pleasant place to be and I have never felt overly micro-managed. The callers are usually nice and pleasant and management encourages helping the customer no matter how long it takes. Customers routinely tell us how they appreciate the service they get. There are often potlucks and employee appreciation events and fun things going on.

    Cons

    The facility is in a somewhat remote location and is a long drive. If you are an experienced person, unfortunately opportunities to move up seem to be more limited. The company tends to prefer training inexperienced people instead of promoting people who have experience from elsewhere. The recruiters will promise you career opportunities, but there are some interesting politics involved in getting the other opportunities that they do not tell you about. There are a lot of very young managers who started out with the company, but who do not have a lot of management experience. While everyone is very nice and friendly, sometimes they seem to be intimidated by older, more experienced staff and look for ways to deny opportunities instead of trying to fit people in where they are most qualified.

    Advice to ManagementAdvice

    Recognize when you have talented staff who have experience you can rely on and look for opportunities to place them in appropriate positions. Recognize that you cannot teach personality, but you can teach information and procedures.

    Recommends
    Positive Outlook
    No opinion of CEO
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  5. 3 people found this helpful  

    Great employee development

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

    I have been working at Fidelity Investments full-time

    Pros

    Everyone is there to help you learn

    Cons

    Management may not be the brightest individuals

    Advice to ManagementAdvice

    Hire based off performance, knowledge, or ambition....not who you golf with on saturdays

    Recommends
    Positive Outlook
    Approves of CEO
  6.  

    Challenging and rewarding with many opportunities for self-starters to advance and develop.

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

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

    Pros

    Highly motivated colleagues, culture of integrity, private ownership, commitment to long-term projects, entrepreneurial spirit, opportunities for advancement and movement among many office locations, very supportive of education within and outside the company, positive involvement in community activities, industry leader and innovator.

    Cons

    Fast paced and demanding environment.

    Recommends
    Positive Outlook
    Approves of CEO
  7.  

    AE Branch

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Account Executive Branch in Houston, TX
    Current Employee - Account Executive Branch in Houston, TX

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

    Pros

    Great pay and Flexable schedule. No cold calling.

    Cons

    Once you have big book it can be difficult to manage existing clients while bringing in new clients.

    Advice to ManagementAdvice

    Keep up the great work.

    Recommends
    Positive Outlook
    Approves of CEO
  8.  

    Account Executive PAS Relationship Officer

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Account Executive in Westlake, TX
    Former Employee - Account Executive in Westlake, TX

    I worked at Fidelity Investments full-time (more than 8 years)

    Pros

    Quality company overall, good benefits, vacation time, etc. Great Christmas party, onsite gym.

    Cons

    Variable compensation is more and more dependent on manager assessment with a focus on irrelevant things like number of calls more than 4 min long. Can end up with poorly qualified managers. For sales positions, your base pay will never get a COLA bump. Seems like the comp plan changes every six months....and beware of the "it's comp neutral and you have a chance to make more money" song and dance from management.

    Advice to ManagementAdvice

    Listen to the anonymous employee satisfaction surveys instead of discontinuing them because you don't like what you hear.

    Recommends
    Neutral Outlook
    Approves of CEO
  9.  

    Fine job if you can handle being in the phones all day

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments

    Pros

    Good advancement opportunities. Good training. They pay for series 7 licensing and study time.

    Cons

    On the phone all day. I couldn't handle it.

    Advice to ManagementAdvice

    Nothing.

  10.  

    Best company

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Senior Database Administrator in Dallas, TX
    Current Employee - Senior Database Administrator in Dallas, TX

    I have been working at Fidelity Investments full-time (more than an year)

    Pros

    Fidelity is a great place to work

    Cons

    There is nothing i want to complain about

    Advice to ManagementAdvice

    -

  11. 2 people found this helpful  

    Great company to work for.

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

    I worked at Fidelity Investments full-time (less than an year)

    Pros

    Great benefits and a very team-oriented setting.

    Cons

    Advancement opportunities usually only for employees who have been around for a long time, which is very discouraging for new people looking to make a career.

    Advice to ManagementAdvice

    Focus more on long-term growth rather than short-term fixes.

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

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