Fidelity Investments Interview Questions

Updated Sep 15, 2014
Updated Sep 15, 2014
222 Interview Reviews

Interview Experience

Interview Experience

42%
38%
18%

Getting an Interview

Getting an Interview

43%
24%
11%

Interview Difficulty

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Average

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222 Candidate Interview Reviews Back to all interviews

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  1.  

    Capital Markets SummerBoston, MA Interview

    Anonymous Interview Candidate  in  Boston, MA
    Anonymous Interview Candidate in Boston, MA
    Application Details

    I applied through college or university - interviewed at Fidelity Investments in April 2012.

    Interview Details

    Initial phone interview, 30 minutes, behavioral.
    Went to Boston for final interview. Was six 30-minute interviews with a bunch of people. Long day. Forgot what I said to which person, if I had told a story before or not.

    Interview Questions
    • What is the one thing that you with that you did differently in life.   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  2.  

    Financial Representative Interview

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

    I applied online - interviewed at Fidelity Investments in August 2014.

    Interview Details

    This review is to cover the initial 20 minute phone call with the recruiter. They are extremely transparent about what they can provide for you. He covered salary, benefits, and a very detailed schedule of the job. He expressed how hard the company worked for you to be successful. Training is 12 weeks from 8-5pm. One thing they don't put on the job posting is that you will be working in a call center, tied to a phone 90% of the day. You will also be given shifts that range between the hours of 7am-11pm Monday-Saturday. Night an weekend work required. This is a starting position and you can work your way up between 6-12 months. Most of the hiring is done internally. Everyone living with you (even if you are not dating/married) is required to move all of their investments over to Fidelity. If you have a live in-this may be a deal breaker for you.

    Interview Questions
    • They really look people passionate about finance. I don't know much, but they didn't seemed bothered. Why do you want to leave your job now? What do you like most about your job (they asked 3 separate times, looking for 3 different answers)? Can you work nights an weekends? What can we do for you, what are you looking for in a company?   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  3.  

    Financial Analyst Interview

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

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

    Interview Details

    I applied via a career networking website from school and got an interview about two months later. The interview took place at their Westlake branch. The interview consisted of two 30 minutes session, interviewed by two different team leaders. They were both nice, but I never got a call back.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
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  5.  

    Quantitative Equity Research Associate Interview

    Anonymous Interview Candidate  in  Boston, MA
    Anonymous Interview Candidate in Boston, MA
    Application Details

    I applied through college or university - interviewed at Fidelity Investments in March 2014.

    Interview Details

    On campus recruiting followed by in office Superday. Mostly fit questions at Fidelity Investments. Very pleasant hiring process. Knowing why you're interested in investment management is important. Met with various associates and managers during the Superday.

    Interview Questions
    No Offer
    Average Interview
  6.  

    Sales & Trading Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through college or university - interviewed at Fidelity Investments in March 2013.

    Interview Details

    I applied online through campus recruiting and heard back about scheduling an interview maybe a week later, then the interview was a week after that. 2 people from the firm were there interviewing me, both relatively friendly and polite. There were no horror story occurrences like with other finance interviews I've heard about. They asked standard questions - why sales & trading, what would you contribute, what other roles are you looking at, what are some of your accomplishments. They were interested in what I was doing at school and outside of class to learn about finance, since my major is liberal arts.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  7.  

    Relationship Manager Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

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

    Interview Details

    I submitted three different applications and had one phone interview. Interviewer liked me and promised to call if moving forward or not. I am still waiting for a call to say sorry but we have decided to move on. Applying online is useless. I am turned off from Fidelity.

    Interview Questions
    • The questions seemed basic and no level of difficulty. Perhaps it was a ploy to appear professional.   Answer Question
    No Offer
    Average Interview
  8.  

    SYSTEMS SERVICES and SUPPORT ANALYST Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online - interviewed at Fidelity Investments in July 2014.

    Interview Details

    Interviewer was ok. Said there would be a next step either second phone interview or f2f. A few weeks went by and nothing. Finally called recruiter and was told job was offered to former employee.

    Interview Questions
    No Offer
    Easy Interview
  9.  

    Sales Manager Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 1 week - interviewed at Fidelity Investments in July 2014.

    Interview Details

    Interview process was very standard. Interview basically asked questions regarding your resume. He went through the list one by one. Was not very difficult. The only difficult part was when he gives you a scenario and asks you what you would do in in that case.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  10.  

    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
  11.  

    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

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