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      Fidelity Investments

      Engaged Employer

      Fidelity Investments reviews

      4.1

      79% would recommend to a friend

      (18,405 total reviews)
      avatar

      Abby Johnson

      84% approve of CEO

      78% positive business outlook

      Ratings by category

      4.2

      Diversity & inclusion

      4.1

      Culture & values

      4.0

      Work/Life balance

      4.0

      Career opportunities

      3.9

      Compensation and benefits

      3.6

      Senior management

      Fidelity Investments has an employee rating of 4.1 out of 5 stars, based on 18,405 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Fidelity Investments employee rating is in line with the average (within 1 standard deviation) for employers within the Finanzas industry (3.7 stars).

      Ratings by demographic groups

      Reviews by job title

      18K reviews
      3.0
      Nov 26, 2008

      Don't expect to think for yourself in the 401k department

      401k specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      I like the benefits... the 401k matching and fitness money is great.

      Cons

      You get knocked off on call scores for insane reasons. They expect you to follow a script and be able to click through a window that tells you how to do your job as well as help the customer at the same time. Transactions that I know like the back of my hand take two or three times as long because I have to read through the "call flows" and sound like a complete idiot to the customer. I have to read through them to make sure I don't miss some inane bit of information that I have to tell the customer that really does not have anything to do with the transaction taking place. I have seen employees who have been with the company for a long time let go or on last warning because they know the job so well using this tool slows them down.

      4.0
      Nov 25, 2008

      Incredible place to learn the industry

      Licensed personal financial representative
      Recommend
      CEO approval
      Business Outlook

      Pros

      Fidelity offers outstanding benefits and perks, from fitness and computer reimbursements to solid 401k matching. The Financial Representative role is highly team-based, and there are always campaigns going on to see which team can land the highest metric scores. The prizes for performing well in the campaign are often substantial. It is quite possible to set aside the gift cards you win from the campaigns to fund an entire Christmas shopping list. A good friend of mine won a 4-day, company paid trip to the Bahamas as a campaign reward. Plus, the campaigns are a lot of fun. The team structure is great. Nearly all of the managers are incredible. Some are more hands-on than others, but they all make sure you're developing as a representative and getting the training you need to stay sharp. During the summer, things were incredibly slow and we were often offered VTO (Voluntary Time Off), meaning we could request to leave at a certain time of day and take the rest of the day unpaid. While getting addicted to VTO was extremely hazardous to your paycheck, it was cerrtainly nice to have that option, especially during the summer. During the winter and tax season, overtime is offered and encouraged. Unlike VTO, overtime was a paycheck savior. While it was strongly encouraged, it was not mandatory, meaning you essentially have control over how much you want to make each day. Because they only offer OT when things are incredibly busy, its pretty safe to say that every hour of OT put in is going to go by very quickly. Training is INCREDIBLE. When studying for the Series 7 general security license, you are paid for 20 hours out of the week to study. If things are slow, you spend half of your day at work studying. If things are busy, you work through the day and are expected to study at home, and that time is PAID overtime. Huge win/win. In my new hire class of 17 people, every single one of us passed the Series 7 on our first try, something largely unheard of in the industry.

      Cons

      Career growth potential is low. While there are a number of roles to move into that are still in the call center (retirement specialists, stock plan services, premium service, sales, etc.), they are all essentially call center jobs. Typically, if you're an outstanding rep for a number of years, you may get promoted to a team manager, and from there I'm not sure where people go. In my year at Fidelity I never saw a team manager leave the position, except to be a team manager with a different group (i.e. going from managing a trading/service team to a retirements team). Also, a POTENTIAL downside is that it is a shift-based role. Upon completing new hire training, you rank the available shifts from 1 (most desired) to 18 (least desired). They try to put everyone in the best shift possible, but the needs of the business come first and some people are going to end up working 10 hour, 4 days shifts, Sunday through Wednesday, starting at 5 AM. Fidelity customer service is available 24 hours a day, 7 days a week, so they need people to cover all shifts. I got lucky and got my second pick, which was one of the many M-F 9 to 5's (my first choice was Monday through Thursday, 10 hour shifts), but there are a few people that aren't as lucky. People that work night shifts (any shift starting at noon or later) are given a 8% pay bump while working that shift, however, so there are often people that WANT the later shifts, decreasing the chance you'd be stuck with one if you didn't want it. Also, people can bid for a new shift once per year, so your shift is never permanent.

      2.0
      Nov 24, 2008

      Fidelity, not your fathers investment company.

      Director
      Recommend
      CEO approval
      Business Outlook

      Pros

      They are flexible and have good benefit packages.

      Cons

      Fidelity is ripe with politics. It's unfortunate but you often get ahead based on how well you manage up not the ROI to the overall company. This creates a lot of managers that can't think unless they are told how to think and creates an environment where reports are neglected. There's far too much energy spent on positioning yourself for success instead of positioning the company for success.

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      Glassdoor has 21,251 Fidelity Investments reviews submitted anonymously by Fidelity Investments employees. Read employee reviews and ratings on Glassdoor to decide if Fidelity Investments is right for you.