Fidelity Investments Reviews | Glassdoor

Fidelity Investments Reviews

Updated February 25, 2017
4,008 reviews

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Full-time Part-time

3.9
Star Star Star Star Star
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Fidelity Investments CEO Abby Johnson
Abby Johnson
1,143 Ratings

4,008 Employee Reviews

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Pros
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  1. Featured Review

    Helpful (9)

    "The Green Machine"

    Star Star Star Star Star
    • 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. "Overall, a good experience"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Director in Westlake, TX
    Former Employee - Director in Westlake, TX
    Recommends
    Positive Outlook
    No opinion of CEO

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

    Pros

    The firm has many divisions, which offer many opportunities to bounce around and try new things, which the company strongly encourages.

    Cons

    There is a regional bias, as the (very stuffy) home office is in Boston...which tends to look down it's nose at everybody...


  3. "Business analyst"

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

    I worked at Fidelity Investments full-time

    Pros

    Great workplace
    Outstanding learning opportunities
    Internal movement and change in Roles
    Exposure to business and solid learning options

    Cons

    Defensive in terms of salary increments


  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. "Fidelity Investments"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Associate Financial Analyst in Westlake, TX
    Current Employee - Associate Financial Analyst in Westlake, TX
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    There is a good work/life balance and everyone is friendly. Easy to work with people and everyone is willing to help.

    Cons

    Too many of the investment jobs are in Boston or the east coast. The pay is pretty compared to competitors.


  6. "Great Company"

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

    I worked at Fidelity Investments full-time

    Pros

    Excellent benefit package especially retirement
    Always interesting work and new challenges
    Extremely customer focused company

    Cons

    Work life balance can be hard to maintain
    Too much organizational change all the time


  7. "Financial Representative Full Trader"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative
    Current Employee - Financial Representative

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

    Pros

    The working environment, including managers and coworkers are amazing people. They are also very flexible with you.

    Cons

    The company's expectations are extremely high and goals are sometimes unrealistic.

    Advice to Management

    Careful coaching.


  8. "Guidance Support Specialist"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Guidance Support Specialist in Durham, NC
    Current Employee - Guidance Support Specialist in Durham, NC
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Great place to work. Excellent Environment and culture. Very customer focused.

    Cons

    I currently have no cons.


  9. "Executive Admin (Designer)"

    Star Star Star Star Star
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments full-time

    Pros

    Great place, great people, great benefits.

    Cons

    There are no downsides to working at this job.


  10. "Fidelity Investments--good but not perfect"

    Star Star Star Star Star
    • 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

    Excellent benefits. Company willing to invest in technology, including developer productivty tools and technical training

    Cons

    Multiple layers of management and cumbersome processes make it slow moving at times. Lots of NIH and "thats not my job" responses to requests for new tools or configurations

    Advice to Management

    Simplify structure. Eliminate or automate need for so many requests for access. Abandon legacy systems more quickly. Move to cloud computing asap


  11. Helpful (1)

    "Financial Representative"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative in Covington, KY
    Current Employee - Financial Representative in Covington, KY
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Great work environment, benefits, corporate culture

    Cons

    long hours, phone service can become routine

    Advice to Management

    Keep looking at ways to let associates re energize throughout the day



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