Fidelity Investments Interview Questions in Dallas-Fort Worth, TX

Updated Jul 21, 2015
70 Interview Reviews

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  1. Helpful (5)  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Westlake, TX
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 3 weeksinterviewed at Fidelity Investments (Westlake, TX) in June 2015.

    Interview

    What are your qualifications? Connect your close fit between the job’s requirements and your qualifications. Ask what specific projects or problems you may be expected to deal with and which have the highest priority. Identify the projects you’ve accomplished in the past that qualify you to work successfully on the projects the interviewer mentioned. How did you resolve a tense situation with a coworker? Have you ever had to fire someone? Give a specific example of a difficulty that you’ve dealt with (conflict resolution or discipline), focusing on how you used your analytical skills to effectively solve the problem. Illustrate how you go about collecting information, stating the steps you took to help the fired person improve and save his or her job before making a termination decision. Emphasize that you follow company policy and that you’re fair and tactful in dealing with employee problems. Based on your experience, what problems do team-focused companies face? Document, with storytelling, that your experience includes being a successful leader or member of teams. Discuss teams as an overall positive factor in the work world of the 21st century. Discuss a minor negative aspect of teams and show how that negative aspect can be overcome. Describe a time that you had to work without direct supervision. Have you ever had to make department decisions when your supervisor was not available? Discuss your decision-making process. You don’t rattle easily. Show that you’re self-directed and self-motivated, but still willing to follow others’ directions or to ask for assistance when needed. Storytell: Discuss a specific example of a time you had to make a decision without supervision. Preferably, discuss a time that you anticipated company needs and finished a project ahead of time or made a beneficial decision. Have you ever misjudged something? How could you have prevented the mistake? Briefly discuss a specific — but minor — example. Briefly discuss what the mistake taught you and how it led you to improve your system for making decisions or solving problems. After talking about your example and what you learned from it, refocus the discussion on your accomplishments.

  2.  

    High Net Worth Representative Interview

    Anonymous Employee in Westlake, TX
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Fidelity Investments (Westlake, TX) in April 2015.

    Interview

    Phone interview, followed by one on one with 2 Managers. They would call back within 5-7 working days. Its been 4 days so far and eagerly awaiting a response on the results. The other candidates were fairly well turned out. Hiring aggressively for this role. It was overall a fab experience.

    Interview Questions

    • 1. Tell us more about yourself 2. Define customer service 3. Give examples of customer service   Answer Question

    Reasons for Declining

    Well, Im still awaiting a mail or a phone conversation to hear from them.

  3.  

    Financial Representative Interview

    Anonymous Interview Candidate in Westlake, TX
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeksinterviewed at Fidelity Investments (Westlake, TX) in April 2015.

    Interview

    There are 2 phone interviews and an in person interview. A recruiter called to explain the position and ask if I was still interested. The next day I had another recruiter call to do a phone interview. It lasted an hour and she asked several behavioral questions. She stressed the difficulty of passing the Series 7 exam. At the end of the call she said that she would be scheduling my interview at the office. It would start a group tour and presentation of the company and end with just myself and two managers in a formal interview. The recruiter offered feedback about my answers to her questions and coached me a little on what to expect next. The recruiter calls to offer a position or explain why an offer is not being extended within a day or two.

    Interview Questions

    • Explain what world class customer service means to you. Give an example of excellent customer service that you have experienced.   2 Answers
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  5.  

    Operations Analyst Interview

    Anonymous Employee in Westlake, TX
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 4 weeksinterviewed at Fidelity Investments (Westlake, TX) in January 2015.

    Interview

    Recruiter called regarding my online application we talked about my background and the job duties, then they scheduled me for an interview for the following week. I interviewed with 3 different managers each 30 minutes long.

    Interview Questions

    • Where did I see myself in 5 years   1 Answer
  6.  

    Financial and Retirement Planning Associate Interview

    Anonymous Employee in Westlake, TX
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 1+ weekinterviewed at Fidelity Investments (Westlake, TX) in November 2014.

    Interview

    After an on campus mock interview, someone else called asking if I would interested in the position and then set up a longer phone interview with a recruiter. After speaking with the recruiter, an in person interview at the Westlake campus was set up the following week. At the campus, we were given an overview of the campus, the company and some benefits before an interview with two managers. After the interview, we had to take a skills and reasoning test to gauge success in passing Series 7 and 66 licensing. I was told I would be contacted in two weeks, but the recruiter called me the day after interviewing offering me the position and outlining the details of the position. Throughout the interview process, the questions were very standard behavioural based questions (e.g. tell me about a time when...). They also asked about my knowledge of the Series 7 and 66 exams, my motivation to earn them and my plan to study for them. The process was very straightforward with very friendly and helpful people.

    Interview Questions

  7.  

    Financial Representative Interview

    Anonymous Interview Candidate in Fort Worth, TX
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 2+ monthsinterviewed at Fidelity Investments (Fort Worth, TX) in November 2014.

    Interview

    2 phone interviews, 2 in person interviews, they only hire certain periodds of times so you could have up to a couple months off between when you accept and when you start the job

    Interview Questions

    • Tell me about a time when you received great service and what made it special   Answer Question
  8. Helpful (2)  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Westlake, TX
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 1+ weekinterviewed at Fidelity Investments (Westlake, TX) in September 2014.

    Interview

    2 phone interviews by HR, 1 in person with team managers. Very cool setup of in person interview. Group interview modernized; do a presentation/tour with the group, then interview alone with two managers. Got to tour the facility with 2 employees (that have been or currently in the position applying for) that were not connected to the hiring process. Were able to ask any questions or relay concerns. Very easy to get answers.

    Interview Questions

    Negotiation

    No negotiation for these positions.

  9. Helpful (3)  

    Financial Representative Interview

    Anonymous Employee in Westlake, TX
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 6 weeksinterviewed at Fidelity Investments (Westlake, TX) in July 2014.

    Interview

    Three-tiered interview process, all with standard interview questions. Not too many curveballs. The first is a telephone interview with a recent hire who has one year's experience in the position applied for from the local office (and has transferred to HR). Second is with a senior HR manager and may be from another office located somewhere else in the US. If you pass both interviews, you'll get to tour the facility with a group of candidates. Get there 5-10 minutes early so you don't leave the group waiting. There will be a brief presentation about the company by a senior manager, followed by the tour and finally, an interview with two hiring managers. It was a great experience, that I unfortunately blew, as it was my first serious interview in a long time. I've applied numerous times since and will continue to apply until I get it, or something better. This had the feel of a great place to start a career. They were incredibly kind, helpful, and understanding. If you don't have a lot of experience in customer service, you probably won't get the job, though. If you're fresh out of college without a background as a CSR, work for a while in retail or another customer relations-job first. They are incredibly candid and helpful in letting you know precisely why they pass you over; and you'll have tons of time to prepare for the interview. Use it.

    Interview Questions

    • Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.   Answer Question
  10.  

    Financial Services Representative Interview

    Anonymous Employee in Westlake, TX
    Declined Offer
    Neutral Experience
    Average Interview

    Application

    interviewed at Fidelity Investments (Westlake, TX) in June 2014.

    Interview

    First contacted by a recruiter, about 20 minutes of surface questions and hearing about the job. Next is a more intense hour long interview with another recruiter. I am out of state so my third interview was an hour long, phone based one with two managers at the site.

    Interview Questions

    • Have you ever received feedback you didn't agree with?   Answer Question

    Reasons for Declining

    I haven't actually got any feedback yet, my final interview was today.

  11.  

    IT Intern Interview

    Anonymous Interview Candidate in Irving, TX
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 3+ monthsinterviewed at Fidelity Investments (Irving, TX).

    Interview

    I went through a mini-interview at the career fair in Feb. They contacted me 2 weeks after and set up a behavioral phone interview. There was a 2 month gap in communication until they contacted me for a phone interview with one of the managers. The manager found me a good fit for the company but not for his specific position so he referred me to another manager. I went through a technical/getting-to-know-you interview with him and I got the internship around the end of April.

    Interview Questions

    • The behavioral questions were very routine. The technical questions were more geared towards getting to know about my background and previous experiences rather than an over the phone exam.   Answer Question

    Negotiation

    The offer was non-negotiable but the pay was really good. No relocation provided.

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