Fidelity Investments Reviews

Updated 30 October 2014
Updated 30 October 2014
1,875 Reviews
3.7
1,875 Reviews
Rating Trends

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Fidelity Investments CEO Abby Johnson
Abby Johnson
10 Ratings

Review Highlights

Pros
  • GOOD work-life balance: very rarely expected to work overtime (in 164 reviews)

  • Great Benefits, Employee friendly, but sometimes overkill with thousands of policies (in 205 reviews)


Cons
  • Company expects all dedication to work with little regard to work/life balance (in 52 reviews)

  • Lot of high level (senior management) politics played in a dirty manner (in 70 reviews)

More Highlights

Employee Reviews

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  1.  

    System Analyst

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Systems Analyst
    Former Employee - Systems Analyst

    I worked at Fidelity Investments full-time (less than an year)

    Pros

    Good working environment,work life balance, healthy and safe environment

    Cons

    Need to be more transparent on job roles.

    Advice to ManagementAdvice

    Need to be more transparent on job roles.

    Recommends
    Neutral Outlook
    Approves of CEO
  2. 3 people found this helpful  

    Fidelity Investments is a great place to grow a career.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Workplace Planning and Guidance in Westlake, TX (US)
    Current Employee - Workplace Planning and Guidance in Westlake, TX (US)

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

    Pros

    Fidelity Investments is the ideal place to begin a career. The top-down leadership approach creates a culture of trust, transparency, friendly competitiveness and excellence. All levels of leaders invest countless hours in the development of their employees and the support provided to enhance your career is second to none. The company's values are visible in everything they do. It feels amazing to work for a company that sets clear direction, empowers employees to excel and then recognize and reward those who achieve.

    Cons

    The sheer size of the company can seem overwhelming, but this is easily overcome by having such great leaders in place to provide guidance to their employees.

    Advice to ManagementAdvice

    Continue to focus on what matters and nothing else, expect excellence out of your employees, make the impossible possible, encourage personal motivation and promote selflessness.

    Recommends
    Positive Outlook
    Approves of CEO
  3. 2 people found this helpful  

    Great place to work

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Senior High Net Worth Service Specialist in Jacksonville, FL (US)
    Former Employee - Senior High Net Worth Service Specialist in Jacksonville, FL (US)

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    Company has great values and really seems to care about both their employees and customers. Good benefits including health and dental plus tons of others stuff like fitness, computer, tuition reimbursement; adoption assistance; etc. Spend a lot on training employees and focus on positive feedback as opposed to criticism.

    Cons

    Bonuses are pretty good but their is room for improvement in the bonus structure.

    Recommends
    Positive Outlook
    Approves of CEO
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  5.  

    Great experience

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Vice President in Boston, MA (US)
    Former Employee - Vice President in Boston, MA (US)

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    Professional team, good compensation, good culture, grat firm

    Cons

    At times not as fond of innovation as competitors.

    Advice to ManagementAdvice

    Great experience

    Recommends
    Neutral Outlook
    Approves of CEO
  6.  

    Great place to gain professional experience out of college!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Customer Service Representative III in Durham, NC (US)
    Former Employee - Customer Service Representative III in Durham, NC (US)

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    The company was a great way to gain professional work experience in a corporate environment. The company places major emphasis on customer service, and will reward its employees for meeting SLAs, daily metrics, and going above and beyond to drive customer loyalty. Also, the quarterly bonus potential, employee match for 401k, and profit sharing is amazing! Plus there is plenty of overtime for those who desire it.

    Cons

    Call Center Environment can be very stressful and is not for everyone. Employees have to go through too many avenues to find answers or confirm information, which can effect the employees call handling time and as a result can damage the employees daily metrics and bonus potential. Lastly, has a "Not what you know, but who you know" culture and as a result, the opportunity for growth within the company can be slow if you are not a Fidelity socialite!

    Advice to ManagementAdvice

    Create a better strategy to use the strengths of your employees. For instance, an employee may have an issue meeting metric goals(which is due to the high volume of calls and slow resource utilization procedures), but may have and ability to deal with sensitive scenarios and provide world class customer service. This person should not be overlooked for positions within the company due to low metrics. This type of person may excel departments which service highly sensitive customer scenarios under less pressure(e.g. calls coming in back to back), such as participant advocacy or survivors services.

    Recommends
    Positive Outlook
    Approves of CEO
  7. 1 person found this helpful  

    A great place for young college graduates to build a career

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Financial Associate I in Albuquerque, NM (US)
    Current Employee - Financial Associate I in Albuquerque, NM (US)

    I have been working at Fidelity Investments full-time (less than an year)

    Pros

    The facility is very nice and the people are very nice, friendly and supportive. The training is good and you get a lot of support. Management encourages feedback and evaluation of everything. Fidelity promotes from within. If you are a young person just starting out in a new career, it is an excellent place to get started and move up. They like to train people into their own culture and reward those who comply. When you apply for other opportunities, they give you feedback if you are not chosen. The benefits package is good. Even though this is a call center environment and it can be busy, it is a pleasant place to be and I have never felt overly micro-managed. The callers are usually nice and pleasant and management encourages helping the customer no matter how long it takes. Customers routinely tell us how they appreciate the service they get. There are often potlucks and employee appreciation events and fun things going on.

    Cons

    The facility is in a somewhat remote location and is a long drive. If you are an experienced person, unfortunately opportunities to move up seem to be more limited. The company tends to prefer training inexperienced people instead of promoting people who have experience from elsewhere. The recruiters will promise you career opportunities, but there are some interesting politics involved in getting the other opportunities that they do not tell you about. There are a lot of very young managers who started out with the company, but who do not have a lot of management experience. While everyone is very nice and friendly, sometimes they seem to be intimidated by older, more experienced staff and look for ways to deny opportunities instead of trying to fit people in where they are most qualified.

    Advice to ManagementAdvice

    Recognize when you have talented staff who have experience you can rely on and look for opportunities to place them in appropriate positions. Recognize that you cannot teach personality, but you can teach information and procedures.

    Recommends
    Positive Outlook
    No opinion of CEO
  8. 3 people found this helpful  

    Great employee development

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

    I have been working at Fidelity Investments full-time

    Pros

    Everyone is there to help you learn

    Cons

    Management may not be the brightest individuals

    Advice to ManagementAdvice

    Hire based off performance, knowledge, or ambition....not who you golf with on saturdays

    Recommends
    Positive Outlook
    Approves of CEO
  9.  

    Best company

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Senior Database Administrator in Dallas, TX (US)
    Current Employee - Senior Database Administrator in Dallas, TX (US)

    I have been working at Fidelity Investments full-time (more than an year)

    Pros

    Fidelity is a great place to work

    Cons

    There is nothing i want to complain about

    Advice to ManagementAdvice

    -

  10.  

    Management trainee

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

    I have been working at Fidelity Investments

    Pros

    Normal parameters of work are exceptional. Good facilities. Excellent communication with superiors. Great welfare

    Cons

    Tight working hours. High targets which are motivational and help us achieve more as employees

    Advice to ManagementAdvice

    Promotions should be done more often

  11.  

    Account Executive PAS Relationship Officer

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Account Executive in Westlake, TX (US)
    Former Employee - Account Executive in Westlake, TX (US)

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

    Pros

    Quality company overall, good benefits, vacation time, etc. Great Christmas party, onsite gym.

    Cons

    Variable compensation is more and more dependent on manager assessment with a focus on irrelevant things like number of calls more than 4 min long. Can end up with poorly qualified managers. For sales positions, your base pay will never get a COLA bump. Seems like the comp plan changes every six months....and beware of the "it's comp neutral and you have a chance to make more money" song and dance from management.

    Advice to ManagementAdvice

    Listen to the anonymous employee satisfaction surveys instead of discontinuing them because you don't like what you hear.

    Recommends
    Neutral Outlook
    Approves of CEO

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