Fidelity Investments Reviews

Updated April 23, 2015
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  1. Excellent ethical company for the industry

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

    I worked at Fidelity Investments

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    Best people in the industry

    Cons

    Lots of work in the industry

  2. Helpful (3)

    Excellent firm with excellent benefits

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

    I worked at Fidelity Investments

    Recommends
    Neutral Outlook
    No opinion of CEO
    Recommends
    Neutral Outlook
    No opinion of CEO

    Pros

    Great people and for the most part, a great environment.

    Cons

    Leadership is lacking in many areas and managers manage up (look out for themselves and not their reports).

    Can be a muddling bureaucracy.

  3. Helpful (1)

    Benefits and people are great. There are vast differences between business units.

    • 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 (More than 8 years)

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Benefits are fantastic
    Professional attitude in all they do. Facilities are very nice. Fidelity tries very hard to be a good employer.

    Cons

    While one business unit is laying off and moving jobs offshore, another business unit in the same building is hiring (often from outside the firm). THERE ARE NO RAISES. Once you are hired, say goodbye to annual increases. Cash pay is far below average. They try to make it up with bonuses, but that can be hit or miss.

    Advice to Management

    Start finding ways to keep your best employees. There needs to be a better job of coordinated movement between business units.

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  5. Helpful (1)

    Pretty good, great company, nice people, excellent health benefits, limited career opportunities in Utah

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

    Pros

    Nice people, lots of training, prep for licensing exams. Large focus on customer service. HMO they provide one of the best there is for the price as a benefit.

    Cons

    Really only customer service jobs and management positions in Utah in service or sales. Nothing that involves analysis. Moving to similiar positions at other sites possible but not completely different business units.

    Advice to Management

    See if there's anyway to provide progression outside of customer service once hired with Boston. Probably not an option but maybe would retain some more qualify people and get them into positions they really want.

  6. Helpful (1)

    Strong successful employer

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

    I have been working at Fidelity Investments

    Pros

    I have been working at Fidelity for 6 years. The company has great benefits and strong productive culture.

    Cons

    Sometimes slow on promotions. Hard to reach upper levels of management.

    Advice to Management

    more transparency, please.

  7. Financial Rep

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

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

    Doesn't Recommend
    Neutral Outlook
    Approves of CEO
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

    Pros

    Overall, we had good benefits. Able to promote semi-often.

    Cons

    Call center atmosphere. Metrics are ridiculously important.

  8. Good place to work

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

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

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

    Pros

    Pay for your licenses, move up quickly

    Cons

    You can get tired of the phones fast

    Advice to Management

    Keep it up

  9. Tremendous Company, Values Employees, plenty of advancement opportunity

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Regional Director of Operations
    Former Employee - Regional Director of Operations

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

    Pros

    Leading edge technology, open door management policy, very forward thinking

    Cons

    If don't want to move to Boston, still have plenty of opportunities, but options are limited.

    Advice to Management

    continue doing what you're doing! Communication to Employees is great, love it being a privately held company.

  10. Regional Brokerage Consultant

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

    I worked at Fidelity Investments full-time

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Great pay, lots of training and support, great benefits

    Cons

    long hours, lots of travel

    Advice to Management

    Retention should be based on job satisfaction not just money. Allow more employees to float across departments.

  11. Helpful (1)

    Great place for a long career.

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

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

    Recommends
    Neutral Outlook
    Recommends
    Neutral Outlook

    Pros

    Phenomenal benefits. Good potential to move upward (although if you're in a phone site it may work better to move to a branch in the boonies).

    Cons

    I just couldn't handle spending my time knowing what someone should do, but having to sweetly guide them to it to not sound pushy.

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