Fidelity Investments Financial Services Representative Interview Questions

Updated Aug 12, 2014
Updated Aug 12, 2014
19 Interview Reviews

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Interview Experience

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Financial Services Representative Interview

Anonymous Interview Candidate  in  Englewood, CO
Anonymous Interview Candidate in Englewood, CO
Application Details

I applied through an employee referral. The process took 3 weeks - interviewed at Fidelity Investments in July 2014.

Interview Details

Applied via referral online. Heard back within a few days for a phone interview. Phone interview lasted about an hour and consisted of behavioral based questions. They were looking for specific examples of experience (primarily those relating to customer service) that displayed the basic skills required for the job (leadership, team-work, diligence, etc.). At the end of the phone interview was asked to come in to the office for a face-to-face interview with 2 managers. Still in the interview process

Interview Questions
  • What process and daily goals will you set in place in order to pass the series 7 & 63?   Answer Question
No Offer
Positive Experience
Average Interview

Other Interview Reviews for Fidelity Investments

  1.  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Denver, CO
    Anonymous Interview Candidate in Denver, CO
    Application Details

    I applied online - interviewed at Fidelity Investments.

    Interview Details

    The interview is typically scheduled on a Tuesday (that’s when managers dedicate their whole day to interviews) they bring a between 10-15 interviewees at once, when you first go into the building, you take the elevator to the sixth floor, which is the hiring and training floor. You go into a conference room, the recruiter greets you and does a brief introduction of who they are, how long they’ve been with the company and what role they initially started in.

    After about 10 minutes of debriefing, they then present a 10-12 page slideshow, detailing what Fidelity does as a company, how they have changed and how they compare to other financial companies. They go over salary (a range, contingent on experience), benefits (including health, dental, retirement and employee assistance programs), the recruiter then closes by asking if there are any additional questions, he was very transparent and did not hesitate to answer any questions.

    Next, a senior representative comes in for some Q&A, this was our opportunity to find out what the reps in the position we were applying for what they did on a day to day basis, what to expect, the call volume, the atmosphere within the teams, the overall call structure and how we can be successful in our roles, if offered a position. He was very thorough and was upfront on the possible challenges we may come across, but was very optimistic and encouraging.

    We are then greeted by two team managers who will be interviewing each individual, they were very inviting. The interview lasted about 40 minutes, with the standard packet of questions, the managers started by introducing their selves and giving a little background on how they began their career. The interview questions were pretty standard, from a packet, they picked about 5-6 questions and were really for answers that describe how you handled a particular situation.

    I also got a tour of the work area, the cubicles are not your standard cubicle, it is nice and spread out but close enough where you still feel like you're apart of a team. The atmosphere overall was very inviting and the employees looked/seemed happy, they smile, said good morning, how are you and introduced themselves.

    Interview Questions
    • This isn't necessary the most difficult question, but one you may want to prepare yourself for...

      Describe a time where you received coaching, what was it for, did you agree with it and what steps did you take to improve those areas?

      How have you contributed to your team to encourage positivity?

      Describe your top five strengths (from StrengthFInder) and how have you used them to best help clients.
        Answer Question
    No Offer
    Positive Experience
    Average Interview
  2.  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Englewood, CO
    Anonymous Interview Candidate in Englewood, CO
    Application Details

    I applied online. The process took 4+ weeks - interviewed at Fidelity Investments in September 2012.

    Interview Details

    First interview on phone was pretty easy. Then they take a group of 15-20 interviewees together and give them a tour of the office and a presentation on the company, then each candidate is called one by one to have a private interview with two HR employees of the company. After the interview, the candidates are taken to the same room to complete an aptitude test.

    Interview Questions
    • I hadn't had much sales or customer service experience, so when they asked about some examples for those I was kinda screwed. Other than those, I probably would've done better and been in the running for a position.   Answer Question
    No Offer
    Neutral Experience
    Difficult Interview
  3.  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Jacksonville, FL
    Anonymous Interview Candidate in Jacksonville, FL
    Application Details

    I applied through other source. The process took 2 days - interviewed at Fidelity Investments in March 2010.

    Interview Details

    I was contacted about having a phone interview, then after that I went on site for a interview. We met in a group for the first hour and they told us about the company and then we split off and were interviewed.

    No Offer
    Average Interview
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  5.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeks - interviewed at Fidelity Investments.

    Interview Details

    Give and example of a time when you gave an exceptional customer service experience?
    Tell us about a time when you worked in a group/team?
    How have you handled a bad customer experience and what was the out come

    No Offer
    Neutral Experience
    Average Interview
  6.  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Westlake, TX
    Anonymous Interview Candidate in Westlake, TX
    Application Details

    I applied through college or university. The process took 1 week - interviewed at Fidelity Investments in October 2013.

    Interview Details

    Talked to Fidelity at my universities job fair. A week later I was contacted for my first interview

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  7. 2 people found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Greenwood Village, CO
    Anonymous Interview Candidate in Greenwood Village, CO
    Application Details

    I applied online - interviewed at Fidelity Investments in September 2013.

    Interview Details

    I applied online via the Fidelity website. The online portion was simple enough. Next, I was given a pre-phone interview, which lasted about 20 minutes, followed a week later with the real phone interview that lasted a little under an hour. At the conclusion of the phone interview the interviewer told me I was not going to be called in for an in-person interview with the managers.

    Interview Questions
    • When they ask you about why you want to join Fidelity, they just want to hear everything that is on their website. So just go onto their website and start reading.   Answer Question
    No Offer
    Negative Experience
    Average Interview
  8. 1 person found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Merrimack, NH
    Anonymous Interview Candidate in Merrimack, NH
    Application Details

    I applied online. The process took 4 weeks - interviewed at Fidelity Investments in August 2012.

    Interview Details

    Applied online and received a call from HR about a week later. After 30 minutes of getting to know me and going through my background/resume we set up an interview for the following week with a recruiter. This consisted of mostly behavioral and situation type questions (tell me about a time when...) From here we set up an onsite interview, in which I was given a tour of the complex and brief presentation/meeting with current Sales Reps. Lastly, was the 2:1 interview in which similar behavioral types of questions were asked. Really probing your customer service experiences.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  9.  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Merrimack, NH
    Anonymous Interview Candidate in Merrimack, NH
    Application Details

    I applied online. The process took a day - interviewed at Fidelity Investments in April 2012.

    Interview Details

    I applied on their website and they called me the next day. It was just a 10-15 minute call to make sure that I knew what the position entailed and when I would be able to start if I was hired. We scheduled a phone interview for the next day which lasted about 45 minutes. It was all standard questions relating mostly to past customer service interactions. They called back about a week later to tell me they were interested and offered criticisms/advice about how my interview went which I found helpful. They're basically just looking for concise answers that show your thought process while working with a customer.

    Interview Questions
    • Describe a time you went above and beyond for a customer?   Answer Question
    • Describe a time when you had a difficult customer and how you handled the situation?   Answer Question
    No Offer
    Positive Experience
    Average Interview
  10.  

    Financial Services Representative Interview

    Anonymous Interview Candidate  in  Covington, KY
    Anonymous Interview Candidate in Covington, KY
    Application Details

    The process took a day - interviewed at Fidelity Investments in March 2011.

    Interview Details

    I emailed my resume. I was contacted the next day to set up a phone interview. Fidelity was the last place I worked before having a child. I happen to be the last person hired and the first they laid off. I have a laundry list of various securities licenses. The phone interview started off with "Where have you worked in the last 10 years?". I was laid off from Fidelity and I started a family. I think that did me in right there a stay at home mom…(of which technically I was overqualified for the position anyway).
     "Do you use Outlook, Excel and Power Point…." I said yes I have used them, currently I am using MAC. The interviewer started hammering me with specific computer questions and turned the interview into a Microsoft interview. She told me to get some current job experience and apply in 6 months. Well it's been 6 months and I've applied for 10 jobs at Fidelity and I have not heard a peep.

    Interview Questions
    • Are you currently using Outlook?   View Answer
    • Are you currently using Excel or Power Point?   View Answer
    No Offer
    Negative Experience
    Average Interview

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