Fidelity Investments Reviews

Updated September 3, 2015
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641 Employee Reviews

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  1. Vice President

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Indian Trail, NC
    Former Employee - Anonymous Employee in Indian Trail, NC
    Doesn't Recommend
    Neutral Outlook

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

    Pros

    Aggressive, hard-working, merit based culture. Rewards well.

    Cons

    Market driven. Not strong on rewarding loyalty.

    Advice to Management

    Think longer term on employee loyalty.


  2. Great Benefits

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    Pros

    Great Benefits with good life balance

    Cons

    Low salary and lot of bureaucracy.


  3. Senior Account Executive

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

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

    Pros

    As a Senior Account Executive, I was assigned an existing book of approximately 500 clients,so there is no need to recruit new clients, a definate plus. Benefits were great , the salary was competitive and the working facility was beautiful.

    Cons

    Financial Advice was limited to mutual funds and a few select annuities. Quarterly bonuses were based on annuity production and accounts transferred to Fidelity's professional investment management services. Professional Investment Management was limited to model portfolios comprised of mutual funds and some ETFs. As in any large corporation the goals continuously changed and became increasing more stressful.


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  5. Ok

    Current Employee - Associate Financial Analyst in Boston, MA
    Current Employee - Associate Financial Analyst in Boston, MA
    Neutral Outlook
    No opinion of CEO

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

    Pros

    Great benefits, good name, good location, good focus on work life balance and cares for employees

    Cons

    Low pay and very hierarchy like with little change and too big of a company feel where you don't feel like your impact is valued


  6. Helpful (3)

    Financial Representative

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative I in Durham, NC
    Current Employee - Financial Representative I in Durham, NC
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

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

    Pros

    The pay is decent and the benefits are great. I love my teammates.

    Cons

    They expect too much out of the employees. Certain months of the year overtime is mandatory, which they do not tell you when they hire you. If you get hired in through the call center it is nearly impossible to get a job off of the phones. They say they want to help you move up in the company, but that is only true if you want to get licensed and move into another job where you are still on the phones every day.

    Advice to Management

    Sit with a call center employee for an entire week. Only take breaks and lunch when they do so you can truly see what it is like.


  7. Fixed Income Specialist

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Fixed Income Specialist in Salt Lake City, UT
    Former Employee - Fixed Income Specialist in Salt Lake City, UT
    Recommends
    No opinion of CEO

    Pros

    Benefits are great, bonus potential, open carrier path for highly motivated employees.

    Cons

    Cost of living increases are minimal. Have to move departments / positions to get any substantial pay increase.

    Advice to Management

    Realize that there is more value in good customer service than attempting to identify every single $ a customer has in outside assets.


  8. Good bonuses; bad tech

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Software Engineer/Developer
    Former Employee - Software Engineer/Developer
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    Pros

    Good bonuses for 401k and retirement

    Cons

    Bad tech for anyone wanting for work on something more than JSP

    Advice to Management

    Hire a CTO with vision and work towards a flatter hierarchy


  9. Financial representative

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    Good company cares about their employees

    Cons

    Compensation is not very competitive relatively speaking


  10. Retirement Solutions Representative

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook

    I have been working at Fidelity Investments full-time

    Pros

    Great retirement and health benefits and coworkers.

    Cons

    A bit of a log jam in the ability to move up in Utah. Relatively low pay

    Advice to Management

    Proactive steps to retain talent with compensation and opportunity


  11. Helpful (1)

    Everything I thought it would be, for better or worse

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Doesn't Recommend
    Positive Outlook
    No opinion of CEO

    Pros

    If you're looking for a series 7 or to enter the world of finance, this is a good start. I personally was not and still am not, but the job pays and benefits well enough that I can consider it a stepping stone onto bigger and better things. Your hours are fairly flexible, and the training program here is outstanding, but you have a lot expected of you from both a personal effort standpoint and a learning standpoint no matter what your position is and no matter how high you go on the food chain. Consequently, Fidelity has some of the most informed employees but also some hideously overburdrened ones. It can honestly hurt you to be smart here because of how regimented the company wants everything to be. Even if you're a natural, you're expected to grind away at your job as hard as anyone else here.

    Cons

    I would not take this job if you have thin skin towards criticism or having to learn new things quickly. The first 4-5 months of the program are training and will involve a lot of pain and suffering at the hands of position training and licensure exams for a lot of roles. Also, if you want to move across sectors of the company (i.e. from customer service to HR), prepare for a painful process,

    Advice to Management

    Stop with the excessive competitions within customer service teams. Having teams compete against each other is one thing, but it's extremely cognitively dissonant to be told you're working on a team yet all gun to have the best ratings of anyone within your individual team. Competition can breed success, but it can also burn out a lot of good people who would be valuable contributors. Also, stop blowing smoke about ease of advancement here. You have to be towards the top of the food chain in your team to have even a chance at getting off the floor and into an office, and that's just to remain in the sales/customer service side of the business.



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