Fidelity Investments Reviews | Glassdoor

Fidelity Investments Reviews

Updated September 24, 2017
1,123 reviews

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3.0
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1,123 Employee Reviews

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Pros
Cons
  • Work/Life balance is sometimes challenging (in 149 reviews)

  • Call center style of employment for most jobs (in 182 reviews)

More Pros and Cons

  1. Helpful (1)

    "Okay Job"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative Full Trader in Jacksonville, FL
    Current Employee - Financial Representative Full Trader in Jacksonville, FL
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

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

    Pros

    Benefits, time off during off-season, flexible lunch and breaks in schedule

    Cons

    Monotonous phone call after phone call. This is a CALL CENTER but you'll never hear it referred to that way. No opportunities for growth within the company and whatever job there is, it will be taking inbound phone calls for customer service as well. Shift assignment is "random" and you could be like me and get stuck working
    2-11pm for the first 6 months when you were told it would be a 9-6 during the interview process. Even now I'm still not on a day shift. Very little time not taking phone calls and it can be 8 hours of back to back customer service calls during busy season.

    Advice to Management

    More defined role and opportunities to work off the phones


  2. "Portfolio Manager"

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

    I have been working at Fidelity Investments full-time

    Pros

    Stable, good people, easy dress code lol

    Cons

    Lack of communication about future state.

  3. Helpful (2)

    "Not in touch with employee needs"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Disapproves of CEO

    I worked at Fidelity Investments full-time

    Pros

    Great benefits and office locations and designs.

    Cons

    Not really in touch with input. They have programs designed to get outside the box thinking for ideas, but quickly then tell you the guidelines/parameters on how you are allowed to think outside the box. Sort of dismisses the whole point.


  4. "Good benefits"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Product Manager in Manchester, NH
    Former Employee - Product Manager in Manchester, NH
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Fidelity Investments full-time (More than 8 years)

    Pros

    Great benefits. Smart people doing great things.

    Cons

    HR pigeon holes people. Hard to advance. Bias toward younger employees.


  5. Helpful (1)

    "Senior Portfolio Specialist"

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

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

    Pros

    You have a book of clients given to you. No cold calling. Clients are already in the door.

    Cons

    Extremely limited on what you can do for clients. You are given a mold to fit into whether you like it or not. Once in this position there is nowhere to go without taking a significant pay cut. Middle management simply takes orders and relays them to the workforce. Very little flexibility.


  6. "Great until it wasn't"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Senior Portfolio Specialist in Westlake, TX
    Former Employee - Senior Portfolio Specialist in Westlake, TX
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

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

    Pros

    Benefits- 401k matching and profit sharing, generous PTO, pretty campus not that you'll get an opportunity to enjoy it while shackled to your desk

    Cons

    They have an unrealistic profit margin goal (28% - 2x the industry average) and they are not above sacrificing anyone and anything to get there.

    Advice to Management

    Maybe consider lowering your outrageously high bonuses before sacrificing so many front line employees


  7. "Upward or Onward"

    StarStarStarStarStar
    • 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 (More than 5 years)

    Pros

    Great benefits, community, and support for learning and development

    Cons

    Certain locations are dominated by restrictive cultures and slow moving lifers.

    Advice to Management

    Lip service is the oil that keeps the cogs moving.

  8. "Career Growth"

    StarStarStarStarStar
    Current Employee - Anonymous Employee in Boston, MA
    Current Employee - Anonymous Employee in Boston, MA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fidelity Investments full-time (More than 8 years)

    Pros

    Great benefits for singles and families

    Cons

    lack of opportunities or access to careers in different business segments


  9. Helpful (1)

    "Benefits specialist"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Benefits Specialist in Raleigh, NC
    Current Employee - Benefits Specialist in Raleigh, NC
    Doesn't Recommend
    Positive Outlook
    No opinion of CEO

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

    Pros

    Great co workers nand benefits

    Cons

    Tethered to the phone for 8 hours straight

    Advice to Management

    Ease up on the metrics....


  10. "Client Manager"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Fidelity Investments full-time

    Pros

    Good benefits for full time employees

    Cons

    Large company. Can be hard for advancement

    Advice to Management

    NA


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