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Fidelity Investments

Engaged Employer

Fidelity Investments reviews

4.1

79% would recommend to a friend

(18,363 total reviews)
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Abby Johnson

84% approve of CEO

78% positive business outlook

Fidelity Investments has an employee rating of 4.1 out of 5 stars, based on 18,363 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
Aug 20, 2019
Recommend
CEO approval
Business Outlook

Pros

Great and honest company that cares about its employees and it’s clients. High pay and numerous bonus opportunities through out the year. Extensive benefits package. Fidelity wants to help you succeed and grow in your career!

Cons

The Customer Relationship Advocate position itself is the most draining role at Fidelity Investments. It has the most turnover, not because of Fidelity, but because you are a customer service agent via call center that services over 10 types of accounts, and you’re a stock broker. You deal with about 50-70 clients a day and 90% of them do not understand their accounts and/or the stock market. Because it is a call center, every minute that you clock in is accounted for via statistics.

2.0
Apr 10, 2019
Recommend
CEO approval
Business Outlook

Pros

Great 401k match if you can afford to contribute. Profit sharing, PTO is given at the beginning of the year, the people work with, training program was good when I went through it, they help pay back your student loans.

Cons

It’s a typical call center with hours all over the place. They will tell you there is no “mandatory” overtime but there is and if you opt out of it you will get nasty messages. Bonuses are based off of call surveys which sometimes you will get a bad survey that wasn’t even from a call you took and there’s nothing you can do about it. Even if you move to another product you will still be overloaded with 401k calls. If you have to go to the bathroom and it’s not during a break or lunch it counts against you. If you don’t plan your days off at least a month in advanced it counts against you. There are more things that count against you then for you. The environment has gotten really bad lately and you can feel it when you walk in the door. Fidelity throws benefits at you but then doesn’t bother to check in on the call center. Turnover rate is really high.

1.0
Apr 3, 2019

Bad experience

Recommend
CEO approval
Business Outlook

Pros

My co-workers are what kept me there so long.

Cons

Management is a joke. They were extreme micromanagers and very cliquey with each other. They made it known who they favored and many deserving associates couldn't progress in their roles simply because they weren't favored. You have to take your breaks and lunches at the exact times they schedule you for (which differed every day) and if you got stuck on a call and went on break late, it would negatively affect your numbers - which ultimately decided your bonus. This place is a sweatshop. You are expected to take non stop calls your entire shift. There is no break in between calls so you aren't even left with time to make notes on the customers accounts you just spoke to - as soon as they hang up, another call immediately comes through with no choice to decline the call. On average there is at least a 5-10 minute wait for customers to get through to a representative. Customers are already aggravated by the time you speak to them - it's like the company sets you up for failure. They clearly need to hire more people for the role. The turnover rate is so high because employees are so unhappy. Glad I'm out of there.

Viewing 160 - 162 of 18,363 Reviews

Glassdoor has 21,205 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.