Fidelity Investments Reviews | Glassdoor

Fidelity Investments Reviews

Updated August 22, 2017
4,490 reviews

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3.8
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4,490 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 (39)

    "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. "Great company with shifting vision"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment Consultant in Tampa, FL
    Current Employee - Investment Consultant in Tampa, FL
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Strong brand, excellent retirement contributions

    Cons

    Health insurance coverage not great

  3. "Great Start"

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

    Pros

    Coaching, support, customer first, benefits.

    Cons

    Sacrifice pay for benefits isn't ideal for everyone.

    Advice to Management

    More consistency with sales goals.


  4. "Support Role"

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

    Pros

    Fidelity has a lot of great benefits. Over the last few years they have tried to do more for clients. With the right manager the branch teams are wonderful to work with and feel like family.

    Cons

    They say there are client focused but the goals would say otherwise. There seems to be a disconnect on what senior managers want ($) and national wants (client relationship).
    They move onto other projects before fixing bugs on old projects.

    Advice to Management

    Continue to help develop your staff outside of sales. Give direct feedback!


  5. "Learning & Development Facilitation Director"

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

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

    Pros

    Great people, training, and products.

    Cons

    Losing focus on the human capital and personal loyalty that created the culture.


  6. "Workplace Planning and Guidance Consultant II"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Covington, KY
    Current Employee - Anonymous Employee in Covington, KY
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

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

    Pros

    Amazing company benefits, great price on healthcare, 10% profit sharing, 7% company match, 20% bonus opportunity, tuition reimbursement and student loan help

    Cons

    Eventually you hit a ceiling and company is not great making you aware of other opportunities, Lack of mobility after a few years with the company; WPA department not as respected as others in the organization; salary is not as competitive as others in industry due to too much focus on benefits


  7. "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

  8. "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


  9. "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.


  10. "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


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