Fidelity Investments
3.4 of 5 1,697 reviews
www.fidelity.com Boston, MA 5000+ Employees

Fidelity Investments Interview Questions & Reviews in Dallas-Fort Worth, TX

Updated Jul 7, 2014
All Interviews Received Offers

Getting the Interview 

40%
30%
21%

Interview Experience 

74%
24%
2%

Interview Difficulty 

Average Difficulty
55 candidate interviews Back to all interview questions
Relevance Date Difficulty
in

Accepted Offer

Positive Experience

Difficult Interview

Retirement Solutions Representative Interview

Retirement Solutions Representative
Westlake, TX

I applied online and the process took 4 weeks - interviewed at Fidelity Investments in March 2014.

Interview Details – You go through a phone interview and an in-person interview. Both are behavioral. The phone interview takes about 45 minutes in total. The human resources department will get back to you shortly after to notify you if you have made it to the next round of in-person interviews. The in-person interview takes about 2.5 hours in total. You take a tour of the facility and go through a PowerPoint presentation about Fidelity. After this you go into an interview with two managers from the department you're applying for. Once again this is a behavioral interview. After the interview human resources will let you know if you have been offered the job or not.

Interview Question – Your boss needs your help on an important matter, you are currently on the phone with a customer, and you are supposed to call another customer back in 15 minutes. All three matters are important, how do you satisfy all three situations?   Answer Question

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

Accepted Offer

Positive Experience

Difficult Interview

Associate Software Engineer Developer Interview

Associate Software Engineer Developer
Dallas, TX

I applied through college or university and the process took 3 weeks - interviewed at Fidelity Investments in June 2012.

Interview Details – I became a technical intern through the college recruiters for the program the summer of 2012. Applied for the LEAP program once I was a technical intern. The process was laid back and they are usually more partial to interns getting into the program than outside students.

Interview Question – Asked me to write PL/SQL, JAVA, and C#   Answer Question

Negotiation Details – NO

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

Declined Offer

Neutral Experience

Average Interview

Financial Services Representative Interview

Financial Services Representative
Westlake, TX

I interviewed at Fidelity Investments in June 2014.

Interview Details – 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 Question – Have you ever received feedback you didn't agree with?   Answer Question

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

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

We want your feedback – Is this interview information helpful to you?  Yes | No

Accepted Offer

Positive Experience

Very Easy Interview

Senior Systems Analyst Interview

Senior Systems Analyst
Westlake, TX

I applied online and the process took 2+ weeks - interviewed at Fidelity Investments in November 2011.

Interview Details – Very Easy, Open dialog. Met the hiring manager outside of business hours to accommodate both schedules. Just asked me the standard questions about my background and why Fidelity Investments. We were both from the East Coast so we hit it off instantly. The corporate recruiter was awesome as well. She really kept me updated throughout the entire interview process.

Negotiation Details – No negotation

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

Accepted Offer

Positive Experience

Average Interview

IT Intern Interview

IT Intern
Irving, TX

I applied through college or university and the process took 3 months - interviewed at Fidelity Investments.

Interview Details – 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 Question – 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 Details – The offer was non-negotiable but the pay was really good. No relocation provided.

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

6 people found this helpful

Accepted Offer

Positive Experience

Easy Interview

Financial Representative Interview

Financial Representative
Westlake, TX

I applied through college or university and the process took 5 months - interviewed at Fidelity Investments in March 2014.

Interview Details – First you get a phone call stating basic job description and pay then you get another phone call where they do a screening on you. if you pass that you get a phone interview for about an hour where they ask alot of behavioral based questions. if you pass this then they invite you for a face to face interview. this interview consists of a 30 minute powerpoint presentation of the company and the career opportunities within it, then you get a tour of the facility with 2 of the current financial representatives. they then call your name out and you go with 2 managers where they interview you. the questions asked in this were pretty much exactly the same as the ones asked in phone interview. the key to do well here is answer with detailed specific examples and explain thoroughly without answering around the question. after this interview you have to take a critical thinking test for about 30 mins- an hour (you get as much time as you need). I got a call 3 days later with a job offer. the overall process was great, my recruiter was more my advocate and answered all my questions thoroughly and guided me through the process.

Interview Question – just the usual behavioral questions   Answer Question

Negotiation Details – no negotiation.

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

Accepted Offer

Neutral Experience

Average Interview

Defined Contributions Representative II Interview

Defined Contributions Representative II
Westlake, TX

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

Interview Details – Two interviews. The first was with HR. Must submit a credit screening. The second was with managers on the floor where you will be working. Standard interview questions "give me an example of..."

Interview Question – Nothing difficult, just know how to standard interview questions.   Answer Question

Negotiation Details – none

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

Declined Offer

Neutral Experience

Average Interview

Fund Accounting Interview

Fund Accounting
Westlake, TX

I applied online and the process took 2+ weeks - interviewed at Fidelity Investments in October 2013.

Interview Details – You will be contacted by HR after you submitted resume in a week. First is a simple phone interview for about 10 mins. Secondly, if you are selected, you will be scheduled an interview with 2 interviewers, each for 30 mins. Most questions are behavior. But if you got a tough interviewer, be prepared to answer some financial questions.

Interview Question – What is the Dow J for yesterday?   Answer Question

Reason for Declining – Time conflict with class

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

1 person found this helpful

Accepted Offer

Positive Experience

Average Interview

Financial Services Representative Interview

Financial Services Representative
Westlake, TX

I applied online and the process took 4 weeks - interviewed at Fidelity Investments.

Interview Details – Starts with phone interviews followed by on-site interview with 2 managers. Then the Watson-Glaser test. Following this, a follow up phone interview in some cases.

Interview Question – Nothing unexpected. Questions are typical like tell me about a time you went above and beyond for a customer, what makes you a good fit, etc...   Answer Question

Negotiation Details – No room for negotiation for this position.

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

1 person found this helpful

No Offer

Neutral Experience

Average Interview

Associate Financial Analyst Interview

Associate Financial Analyst
Westlake, TX

I applied through an employee referral - interviewed at Fidelity Investments in January 2014.

Interview Details – Applied online and was given a phone interview in the space of approximately 7 days. It took approximately 20 minutes, and was fairly rigorous. You have to know their financials in and out if you really want to get called in for more personal interview.

Know where the overall industry is headed most of all.

Interview Question – How do you think you can add value to Fidelity's operations?   Answer Question

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response
RSS Feed Embed
Interviews for Top Jobs at Fidelity Investments

Worked for Fidelity Investments? Contribute to the Community!

Fidelity Investments Videos

Loading...

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

Provided by employer [?]

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.

Glassdoor is your free inside look at Fidelity Investments interview questions and advice in Dallas-Fort Worth, TX. All 55 interview reviews posted anonymously by Fidelity Investments employees and interview candidates.