Fidelity Investments Reviews | Glassdoor

Fidelity Investments Reviews

Updated August 17, 2017
4,478 reviews

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3.8
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4,478 Employee Reviews

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Pros
Cons
  • Work/life balance tough to maintain (in 146 reviews)

  • Call center style of employment for most jobs (in 178 reviews)

More Pros and Cons

  1. Featured Review

    Helpful (37)

    "The Green Machine"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Client Service and Relationship Manager in Boston, MA
    Former Employee - Client Service and Relationship Manager in Boston, MA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Fidelity Investments (More than a year)

    Pros

    Great company with lots of opportunity for advancement and career changes with god benefits, and good pay. I worked at the company for over 10 years and learned a lot about retail and B2B investments. Have a few FINRA licenses (24,65, 63, 7, 31, and Insurance) and was working towards my CFP that was supported and sponsored. There are also lots of internal and OTJ trainings. Plenty of great people and some pretty awesome financial industry leaders. It's a privately owned company so if they want to pursue something they don't have to get the stock holder's buy in and they allow the employees to provide input on a lot of the process and employee engagement improvements that are currently in place. Overall it's a very dynamic culture constantly changing.

    Cons

    Super lager company so you could feel like just another worker and that your voice doesn't count. At times the hiring process when moving between roles can be a bit monotonous (in that it's a hurry up to wait months situation). Overall it's a very dynamic culture and constantly changing so if change is not what you like this probably isn't for you.

    Advice to Management

    Keep up the good work, continue to involve the employee and try and be more transparent with future plans as well as potential institutional clients


  2. "Fidelity"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Fidelity Investments full-time

    Pros

    Private company with great atmosphere.

    Cons

    Going through lay offs right now

  3. "Great place"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Fidelity Investments full-time

    Pros

    Learned a lot and was given plenty of opportunity for growth

    Cons

    I really cant think of anything


  4. "Retirement Relationship Manager"

    StarStarStarStarStar
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments full-time

    Pros

    Great Atmosphere, great Benefits, great brand awareness.

    Cons

    Slow changes, Not too of a competitve environment.


  5. "Fantastic Employer"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Product Specialist IV in Westlake, TX
    Current Employee - Product Specialist IV in Westlake, TX
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Great benefits, great team oriented environment, encourages thinking outside the box, great work/life balance options

    Cons

    Demands a lot out of their employees


  6. "Financial Representative"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    Competitive pay, great coworkers, good bonus structure

    Cons

    Strict schedule, tough to get promoted, politics play heavily into promotion decisions


  7. "Steady Paycheck, No Aggressive Sales"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Workplace Guidance Consultant in Albuquerque, NM
    Current Employee - Workplace Guidance Consultant in Albuquerque, NM
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Steady paycheck no matter what. Good match and good culture/work environment. Plus, you get to learn about the financial world, which most of us didn't when we were in school!

    Cons

    Phone jobs can be a burnout (they always are) but it's better than something like Comcast or Verizon customer service.

    Advice to Management

    Middle management is mostly made up of people who are good at schmoozing, but not so good at their actual job. Higher up management is brilliant though. Fidelity is run by Abby Johnson, one of the most powerful women in the world.

  8. Helpful (13)

    "'Changing but not in the right direction'"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Director in Morrisville, NC
    Current Employee - Director in Morrisville, NC
    Recommends
    Positive Outlook
    Disapproves of CEO

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

    Pros

    Lots of good people, friendly culture, great benefits, great campuses with nice scenery and amenities. Interesting and challenging work to grow your skills.

    Cons

    Low base pay, hard to get promotions, in a cost cutting mode, decreasing work/life balance, cafe food not that good

    Advice to Management

    Be careful not to squeeze everything out of your employees. Loyalty and trust drive hard working associates not cliches and tag lines. Look for people in the organization to tell you what you need to know and not what they think you want to hear. Associates are increasingly pressured to do more, more, more when most of us are already working hard. Your compensation philosophy needs an overhaul because it doesn't support people feeling valued by the company for the work they do. Ask yourself how much are you willing to sacrifice for more profits? Culture? Talented and loyal associates? Integrity? Reputation? Where is that line?


  9. "Management"

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

    I have been working at Fidelity Investments full-time

    Pros

    Culture, Sr. Leadership, Customer Focused

    Cons

    Too many priorities and initiatives at once

    Advice to Management

    Continue to communicate future vision


  10. "Investment Solutions Representative/Electronic Response"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Investment Solutions Representative in Westlake, TX
    Former Employee - Investment Solutions Representative in Westlake, TX
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Fidelity Investments (Less than a year)

    Pros

    Profit sharing is great. Benefits make up for lower pay. Reimburse 50% of fitness fees. Millenial friendly. Opportunity for promotion. Cafeteria on campus. Great place to start a career in Financial services. Shift work available.

    Cons

    Performance review timing not always consistent. Layoffs. Turnover in staff and managers. Salary tends to be lower.

    Advice to Management

    Managed money product can be better explained to clients. External hires for FA jobs should be given more internal orientation.


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