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Fidelity Investments

Engaged Employer

Fidelity Investments reviews

4.1

80% would recommend to a friend

(18,330 total reviews)
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Abby Johnson

85% approve of CEO

78% positive business outlook

Fidelity Investments has an employee rating of 4.1 out of 5 stars, based on 18,330 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 Finanzen industry (3.7 stars).

Reviews by job title

18K reviews
4.0
Nov 29, 2021
Recommend
CEO approval
Business Outlook

Pros

Lots of assistance offered to get you licensed (SIE, series 7, series 63). Inclusive culture is pushed (don't expect everyone to be that way, but at least they try to make it welcoming). Better than minimum wage. Opportunities for growth.

Cons

UNDERPAID! This role requires you to live within 100 miles of Fidelity, yet they do not pay enough for a person to afford to actually live by themselves near Fidelity which is absolutely shameful. It is like being in a minimum wage job except with better pay (though, like I said, still underpaid). You get limited breaks, you are expected to clock in ten minutes early each day, it can be difficult to use your PTO. The customer's rate us on a 7 point scale, but the only acceptable score is 7 points. If you get rated a 6, that is considered failing. This role is very challenging and directly customer facing. There is a lot of pressure because you are dealing with customer's money. Fidelity throws you right into it, I did not feel ready to be moving money for customer's on my own but you just gotta do it. It is great that they sponsor you through the licensing process, but it is really easy to get burned out by their pace. Then, if you fail, prepare to be "let go." It is a FINRA rule that licensed employees cannot work from home full time without an exception process that Fidelity is not interested in participating in (it would require them to inspect your home office so I can't blame them for not wanting to do that). We can WFH right now, but will be forced to go in at least part time once it is deemed safe. Fidelity is really pushing for people to return to the office, lots of pressure to participate in "connect weeks" which is where you volunteer to go back to the office. They send you a lot of free stuff but most of it is junk. Like cheapy backpacks/mugs/merch you didn't ask for. I am putting this as a con because even though it is nice to receive free things and in the moment it gets you feeling part of the group, this practice has to stop. It is not good for the planet to keep producing useless junk.

1.0
May 5, 2021
Recommend
CEO approval
Business Outlook

Pros

Get your licenses and leave

Cons

Drink that koolaid or else you won't last. This is an absolutely miserable job, manager was completely incompetent and was an absolute joke to watch her interact with other leads. Denied first time off request after 5 months of working. You're not going any where, once your're on the phones there is absolutely no movement. The internal technology is from the 1980s. I would never hold my money at this place and no one ever should. Fidelity definitely writes their own ratings because there is simply no way people give them such good feedback. The training program is actually horrible in covid conditions, if you need extra help good luck in a zoom class of 300 people. If you're a college grad and think this sounds like a good start, simply don't do it, you will have your soul sucked out of you 6 months into your career.

3.0
Mar 30, 2021
Recommend
CEO approval
Business Outlook

Pros

Generous 401k match Reasonably priced insurance Flexible PTO Positive company culture/values They hire pleasant people So many perks and benefits I literally cant fit it all on here.

Cons

Ever ask yourself "How can I simultaneously destroy my career prospects and waste my expensive college degree?" Well then , Fidelity Investments in Jacksonville has the perfect job for you! First, it's a call center people...through and through. You will talk to dozens of people on the phone. Every...single...day. Eventually, that "ding!" sound of a new call coming in will haunt your dreams. Most people don't last more than a year. You can either go the sales or service route. If you go service, there is very little room for advancement. In addition, if you move into whats called a "High Net Worth" service role, you will be responsible for a HUGE range of knowledge and actions without commensurate pay. One call could have you rushing to get a complex option trade placed within minutes of market close, while a pushy day trader berates you, and the next call could be spending an hour helping a 90 year old man reset his password as you bang your head on you desk asking "I went to college for this?!" If you go sales, then get used to working long, awkward hours and having your success defined in how many more calls you can take than the next guy/gal. The coupe de grace (ATTENTION ALL RECENT COLLEGE GRADS): None of the jobs they offer in Jacksonville are real finance jobs. They're just customer service/sales jobs parading as something fancier. Even the "Financial Advisor" roles are just sales, albeit well paying. Also, call center jobs are only marketable to other customer service careers. Having a call center job on your resume will actually HARM your chances of landing a job in world of ACTUAL finance. So, before you go thinking "I'll just work here for a year or two to get something on my resume"....DON'T DO IT. None of what I just said should reflect poorly on the company itself, because Fidelity is a great company in terms of culture, mission, and values. That's undeniable. The problem is very specific to the extent of their operations in Jacksonville being call center based and that these are very stressful and career-limiting work environments. Consider yourself warned!

Viewing 133 - 135 of 18,330 Reviews

Glassdoor has 21,168 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.