Fidelity Investments
3.4 of 5 1,699 reviews
www.fidelity.com Boston, MA 5000+ Employees

Fidelity Investments Private Client Specialist Interview Questions & Reviews

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Accepted Offer

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Average Interview

Private Client Specialist Interview

Private Client Specialist

I applied online and the process took 3 weeks - interviewed at Fidelity Investments.

Interview Details – Interview was straight forward. Hiring process with the HR person was a mess. She had no clue about the job/questions to answer and timeline.

Interview Question – N/A/   Answer Question

Negotiation Details – Straightforward, though the HR rep was clueless

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Accepted Offer

Neutral Experience

Average Interview

Private Client Specialist Interview

Private Client Specialist
Sarasota, FL

I applied through an employee referral and the process took 4+ weeks - interviewed at Fidelity Investments in August 2010.

Interview Details – I was referred by a fidelity employee and went to an informal lunch with the branch manager and this employee. This was followed a week later by a 1:1 interview with the branch manager where I was asked about my past job experience and interest in the position. I had a second formal interview with a panel where I was asked to role play asking a current client for a referral. I had a phone interview with HR and then filled out an online application. The whole process took about a month...slow follow-up IMO

Interview Questions

Negotiation Details – Did not negotiate

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Fidelity Investments – Why Work for Us?

Fidelity Investments has a rich and proud history and has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits… Full Overview

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