Fidelity Investments

www.fidelity.com

Fidelity Investments Reviews

Updated January 30, 2015
Updated January 30, 2015
2,013 Reviews
3.6
2,013 Reviews
Rating Trends

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

Review Highlights

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 Highlights

Employee Reviews

Sort: Popular Rating Date
  1.  

    Great palce to work!

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

    I worked at Fidelity Investments

    Pros

    Great energy at the firm; sincere commitment to serve clients well; will commit the resources to make the required investments. Benefits and pay are competitive.

    Cons

    Work life balance could be better.

    Recommends
    Positive Outlook
    No opinion of CEO
  2.  

    stable job

    • 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

    Pros

    workplace stability is assured fully

    Cons

    people avoid conflicts creating challenges to result / goal oriented people

    Recommends
    Positive Outlook
    Approves of CEO
  3.  

    Great culture, great benefits, okay pay.

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

    I have been working at Fidelity Investments

    Pros

    Great atmosphere and corporate culture. Benefits and profit sharing are 2nd to none. Best support in the industry for passing the series 7.

    Cons

    The pay is just decent. It is not as high as competitors. Flow through to new positions can be quick at first but you quickly can hit a road block and movement will be limited.

    Advice to ManagementAdvice

    Offer more opportunities at the Jacksonville site.

    Recommends
    Positive Outlook
    Approves of CEO
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  5.  

    Great Company

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Senior Project Manager
    Former Employee - Senior Project Manager

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

    Pros

    Very positive and transparent culture
    Great pay and benefits
    Great work environment and amenities

    Cons

    Experience can be very different between different departments or business units
    Due to groups being geographically dispersed, it can be difficult to remain "in the loop"

    Recommends
    Positive Outlook
  6.  

    A very valuable experience that was impacted significantly by the tremendous employees that work at Fidelity Investments

    • 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

    Pros

    Very strong training program for interns that allows them to be exposed to various different business units. Fidelity treats their interns tremendously well in order to motivate them to want to return to the company following college.

    Cons

    Very little to complain about the company, but some days would feel a little sit slow as some of the full time employees would be traveling during the summer for vacation.

    Recommends
    Positive Outlook
    Approves of CEO
  7. 1 person found this helpful  

    Great company to start in

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Retirement Solutions Representative in Westlake, TX
    Current Employee - Retirement Solutions Representative in Westlake, TX

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

    Pros

    Benefits are pretty amazing, 7% match dollar for dollar and 10% profit sharing as well. great options for health insurance as well. Training is also pretty good and you get a great opportunity to learn the industry.

    Cons

    Depending on your role you could get stuck there for a while if there are no other job openings. It's also pretty hard to move throughout different business units, so once you're in a certain business unit you're pretty much stuck there. There's not a clear understanding of what other business units and do and what jobs are available there and how they pay.

    Advice to ManagementAdvice

    Encourage your employees to look at different business units or have people from other units come talk to your team about what they do and what jobs are available. Lastly, limit the number of meetings that managers have, I feel like they're always in meetings and to the reps they seem like a total waste of time.

    Recommends
    Neutral Outlook
    Approves of CEO
  8.  

    Let Fidelity pay for your Series Licensing!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Premium/PCG Financial Service Representative in Covington, KY
    Former Employee - Premium/PCG Financial Service Representative in Covington, KY

    I worked at Fidelity Investments

    Pros

    Fidelity paid for my licensing

    Cons

    If you have legitimate health issues and must use FMLA, you may as well start your job search now. Don't affect your manager's bottom line or he'll find a way to fire you.

    Advice to ManagementAdvice

    I love this company and the benefits and my coworkers were fantastic. I was fired as a result of being on FMLA and that is ridiculous. You really need to recognize managers who work diligently to fire everyone on his team who are legitimately using FMLA (gout, appendectomies, ovary removal, kidney disease) and make sure he gets some sensitivity training. He should probably lose his ability to make HR decisions as well.

    Recommends
    Positive Outlook
    Approves of CEO
  9.  

    Fidelity is a great private company that has excellent benefits with a fantastic retirement plan.

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

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

    Pros

    The people are great to work with and have a good team atmosphere. The facilities are great in Westlake and it is a good location.

    Cons

    The internal politics are frustrating and it is difficult to make major changes due to the complexity of being a large company.

    Advice to ManagementAdvice

    Continue to promote employee development and reduce the internal politics.

    Recommends
    Positive Outlook
    Approves of CEO
  10.  

    Enjoyed working here, great benefits

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

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

    Pros

    Excellent benefits, good values. The campus in Westlake is awesome, although you have to walk a long way from the parking lot to the building.

    Cons

    Promotions are hard to come by, their salary and bonuses are much lower than they used to be. This is an entry level company.

    Advice to ManagementAdvice

    Promote from within, encourage work life balance by offering more telecommute.

    Recommends
    Positive Outlook
    Approves of CEO
  11.  

    Distribution Executive

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

    I have been working at Fidelity Investments

    Pros

    Quality products, strong corporate values, excellent benefits, private ownership, long-term perspective, generally nice people

    Cons

    Heavy competition for more senior roles, investment management organization overly dominates decision making, long-time executives spoiled by past success, slow to make decisions, too many reorg's

    Recommends
    Neutral Outlook
    No opinion of CEO

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