Fidelity Investments Financial Representative Interview Questions

Updated Apr 13, 2015
Updated Apr 13, 2015
83 Interview Reviews

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Financial Representative Interview

Declined Offer
Neutral Experience
Average Interview
Declined Offer
Neutral Experience
Average Interview

Application

I applied through college or university. The process took 2 weeksinterviewed at Fidelity Investments in April 2015.

Interview

I had an interview on campus with a recruiter. I had a phone interview today and it was about 8 minutes long. She told me that the job pays $16.83/hr with a work shift between 7:30a-11:30p and you have to be extremely flexible because there's not a traditional work schedule for the job. I didn't have a problem with the pay, but she said this is definitely A CALL CENTER JOB. Do not mistake that. The pay is non negotiable. If you're okay with being on the phone 100% of the time talking to customers, this is the position for you.

Interview Questions

Reasons for Declining

I needed a more challenging role.

Other Interview Reviews for Fidelity Investments

  1. Helpful (3)  

    Financial Representative Interview

    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Fidelity Investments (Merrimack, NH) in March 2015.

    Interview

    Screening phone interview focused on explaining the responsibilities and nature of the job. The HR representative was a national recruiter. She wanted to make sure I was aware that this was a call center-type job, and that I was okay with the nature of that job. Several behavioral interview questions, mostly just asking me to talk about my experience. They're not really concerned with your knowledge of finance or investments, but want to know that you're good at working with others in customer service type environments.

    Second phone interview was a full-length 30 minute behavioral interview. I prepared for this a lot and had notes on hand, which made it easier. Lots of "give me an example of a time when___," etc. The one thing that really caught me off-guard was they're not just concerned with your experiences in administering customer service, but how/why you perceive customer service to be excellent. I got asked about a time I received exceptional customer service and why. Also got asked about a place I frequent for shopping/etc, because of their excellent customer service, and to explain why I frequent that place. This one tripped me up a lot, but I think they just wanted to understand what you identify as "exceptional customer service," and that you would aim to bring that to Fidelity. I was offered an on-site interview immediately over the phone, for literally two days later. In addition, the HR rep who interviewed me called me back a day later, to provide feedback and advice for my interview, which I thought was incredibly helpful.

    The on-site interview was about three hours total. There were six other people interviewing. We started off by quickly meeting all the HR people who had interviewed us over the phone, then were taken to a conference room where we were given a presentation by one of the lead managers, on why Fidelity is great, cutting-edge, innovating, etc. The presenter discussed benefits, and trajectory of the job. It's good to ask questions and express interest here, especially in the growth and distinction of the firm. Every so often, the presenter would ask "so what did you guys learn from ____" (usually a video integrated with the slideshow.) Be on point, demonstrate that you're paying attention and you're interested. Then two current Financial Representatives came in to answer any questions we had. We were given a brief tour of the place (mostly emphasizing the call centers where we'd work). The financial reps were really friendly and easy to talk to, and kept it laid back and casual. Then we were taken to a conference room where we waited for the individual interviews.

    The interviews were 2:1, meaning two current managers at Fidelity, and then just you, the interviewee. Perhaps I lucked out, as others seem to have expressed other experiences on here, but my interview was really more of a structured chat than a badgering interview where you're getting grilled with questions. Right off the bat, the interviewers emphasized that it was informal and that they just wanted to learn more about my experiences. Again, this was BEHAVIORAL BASED. Many questions repeated from the behavioral phone interview. They love hearing examples and stories of your background in dealing with others. I was given a "role-play" question where I had to explain how I'd handle a hypothetical situation and what sort of advice I'd give. They want to know what customer service means to you, how you've given it, what you remember of it given to you, and how that affects the way you'd work at Fidelity. They also want to know about your study habits (particularly with regard to the imminent Series 7 & 63). Be able to elaborate on your organizational and study habits.

    Oh, and then there's a silly little "cognitive exam" at the end but it's really straightforward. It doesn't really count for much. I think they just want to verify that you're a functional human. Which, you probably are if you're applying there.

    Interview Questions

    • Explain what "world class customer service" means to you?
      Give an example of a time you helped someone come to a conclusion for a problem they didn't know they needed help with.
       
      Answer Question

    Negotiation

    No negotiation. Either accept or no.

  2. Helpful (2)  

    Financial Representative Interview

    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2+ monthsinterviewed at Fidelity Investments (Jacksonville, FL).

    Interview

    I applied through their website. About a week later a screening phone call from them a week later giving a better explanation of the position and confirming my interest. I then had a phone interview about 2 weeks later. At the conclusion of the phone interview I was advised I would be brought in for a face to face interview with two managers. I came in with two other candidates. We all were given a presentation about the company and then broke out with two designated managers. After the interview with managers an aptitude test was given to all candidates. I was called about two weeks later and advised I would be extended an offer.

    Interview Questions

    • Provide an example of when you exhibited or received extraordinary customer service. Explain why you think it was extraordinary.   Answer Question
  3.  

    Financial Representative Interview

    Declined Offer
    Positive Experience
    Easy Interview
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2+ monthsinterviewed at Fidelity Investments in March 2015.

    Interview

    Standard Phone Interview. Afterwards, I was requested to interview at the branch where I would be located. A week went by and I received a call back to interview with other members of the team.

    Interview Questions

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  5.  

    Financial Representative Interview

    Declined Offer
    Neutral Experience
    Average Interview
    Declined Offer
    Neutral Experience
    Average Interview

    Application

    I applied online – interviewed at Fidelity Investments (Cincinnati, OH) in February 2015.

    Interview

    First interview is a phone screen. The recruiter asks basic questions like any other phone screen. If invited, you go to a 2nd interview at the company. Interview with 2 managers. Is about a 2 hour process and they ask a lot of the same questions with which you are suppose to have different answers.

    Interview Questions

    • Describe a time you had to really probe someone for information and how you handled it   Answer Question
  6.  

    Financial Representative Interview

    Accepted Offer
    Positive Experience
    Easy Interview
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2+ monthsinterviewed at Fidelity Investments.

    Interview

    The people seemed to really enjoy working for the company. They were very knowledgable on the training process as well as the advancement and promotion process. they made me excited about the company and made their training program seem awesome

    Interview Questions

    • Slight Role play scenario, asking what I would do in situation with disgruntled customer.   Answer Question

    Negotiation

    They did not seem to be open to negotiations

  7. Helpful (2)  

    Financial Representative Interview

    Accepted Offer
    Neutral Experience
    Average Interview
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied through a recruiter – interviewed at Fidelity Investments.

    Interview

    The interview started with a group presentation featuring a PowerPoint presentation followed by an informal Q&A with a current employee in the same role I was interviewing for. Then, pairs of managers came in to escort interviewees to smaller rooms for a 2-1 interview. The interview consisted of 5+ questions all related to customer service and handling difficult customers, focusing on first-hand experience answers. After, the managers told me a recruiter would be in touch in a few days. Finally, I was directed to a conference room to complete a logic assessment with other interviewees. I was contacted the following day by the recruiter and offered the job. She also provided positive feedback about my interview.

    Interview Questions

    • Give an example of a time you had to handle a difficult customer or coworker.   Answer Question

    Negotiation

    No ability to negotiate.

  8.  

    Financial Representative Interview

    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeksinterviewed at Fidelity Investments.

    Interview

    The hiring and interview process was generally pleasant and quick. Everyone I met was extremely kind and genuinely interested in learning about me and my experiences, and they're very open to any and all educational/professional backgrounds.

    Interview Questions

    • I was surprised to be asked more questions based on my education than my previous professional experience.   Answer Question

    Negotiation

    There's no negotiation.

  9.  

    Financial Representative Interview

    Accepted Offer
    Positive Experience
    Easy Interview
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Fidelity Investments.

    Interview

    1. Initial screening call (laying out job description, hours, benefits, the basics) 2. Hour long behavioral interview (Tell me what your loved about your last job, tell me about a time when you displayed excellent customer service, tell me about a time you had a conversation with someone that led to a solution, give me an important characteristic of teamwork, and an example that demonstrates that quality). 3. In person interview (presentation to group of candidates, tour, one-on-one interview with two hiring managers where they essentially ask same questions as phone interview--the only extra questions I remember were how would you handle a tough customer, and what do you foresee being your biggest challenge transitioning into this role and then finally a easy cognitive test).

    Interview Questions

    • What do you think will be your biggest challenge in this new role?   Answer Question

    Negotiation

    No negotiation

  10. Helpful (5)  

    Financial Representative Interview

    Accepted Offer
    Negative Experience
    Difficult Interview
    Accepted Offer
    Negative Experience
    Difficult Interview

    Application

    I applied online – interviewed at Fidelity Investments in December 2014.

    Interview

    I had 3 interviews. The first was a very basic phone interview asking what I knew about the company and why did I want to work for Fidelity. I enjoy investing and helping people and this is exactly what they wanted to hear. I was next scheduled for a 30 minute phone interview where I was warned that the majority of the questions would be behavioral and was given the advice to practice.

    Next I had the 30 minute phone interview. I found it challenging because I was asked to give specific example after example of times I gathered information from a customer and helped them get exactly what they wanted even though it was different from what they first thought they wanted.

    I was asked to recommend a restaurant to an out of town guest. I live in Cincinnati and recommended a very famous restaurant on the river named Montgomery Inn. I went into extensive detail about the history of the restaurant and the variety of food. I was then told I failed this question because I should of first asked the out of town guest what type of food and dining were they looking to experience. I was told overall I did good but keep in mind for the next interview Fidelity is all about the customer expierence and remember to site examples of when you gave the customer the opportunity to ask questions and listen before offering guidance.

    For the 3rd interview I was brought onsite to Fidelity. The first hour was dedicated to a group presentation selling us on the Fidelity philosophy. It was even to agree with their philosophy of every decision is based on if only these 3 things are achieved. It must be good for the customer, the business and the employee. If one of those is missing we don't do it.

    I was then interviewed by 2 employees for the next hour. They asked for a lot of examples of where I pulled a rabbit out of the hat in stressful situations with customers and coworkers. I was very practiced and prepared and gave example after example.

    Side Note: I was offered the job and accepted. I was hired at the end of December and the job was to start at the end of Feb. I I passed a background check and a drug test. I was also told to schedule for fingerprinting. I had some difficulty scheduling the finger printing because I had already taken off work to do the interview. I was planning on doing the finger printing a couple weeks before the job started but I received and email in the middle of Jan that because I took so long to schedule fingerprinting I had fallen out of compliance and the offer was being taken away.

    My only advice to the company is that they should have communicated a specific date that fingerprinting needed to be completed. I did drag my feet on the finger printing but was never given an indication it would cost me the position by not having completed by a certain date.

    Interview Questions

    • When did you help someone who they wanted one thing but it turned out they were really asking for something different?   Answer Question

    Negotiation

    Get your fingerprinting and drug test done immediately.

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