Fidelity Investments Interview Questions & Reviews in Dallas-Fort Worth, TX Area
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Updated May 19, 2012 – Interview questions and reviews posted anonymously by interview candidates.
Ratings are reflective of location and job title.
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Difficulty Rating [?] Based on 18 ratings 
“Average” Interview
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Interview Experience [?] Based on 18 ratings
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| 11–18 of 18 Fidelity Investments Interviews | Sort by |
Analyst at Fidelity Investments
Posted Aug 26, 2010
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1.0
Very Easy Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Aug 2010 in Westlake, TX (took a day)
Salary was given in the first few minutes of the interview. I declined based on the low starting pay.
Other Details
I Applied Online and the interview consisted of a Phone Interview.
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Customer Service Representative at Fidelity Investments
Posted Aug 12, 2010 — 1 of 1 people found this helpful
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Jul 2010 in Westlake, TX (took 2 days)
recruiter called, did a screening, then set up a phone interview with hr rep. did interview she called the next day to say they decided to go with people who knew english and spanish.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview.
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Operations Analyst at Fidelity Investments
Posted Aug 2, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Jan 2009 in Westlake, TX (took 5 days)
Transfering from one dept to another was rather simple. After applying for the position I was interviewed by a panel. Pretty simple process and was offered the job a week after interviewing.
Interview Questions
Negotiation Details
No negotiation phase
Other Details
The interview consisted of a 1:1 Interview.
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Financial Representative at Fidelity Investments
Posted Jul 19, 2010 — 1 of 1 people found this helpful
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Jul 2010 in Westlake, TX (took 2 weeks)
The initial phone interview was more of a screening process more than an interview. It lasted 45 minutes and it consisted of her telling me the description of the job and what the expectations are. Then we set up a face to face interview.
It was about 4 hours long:
1.started off with an hour presentation and the a Q&A session for about 25 minutes.
2. then we had a tour of the westlake campus
3.next it was time for a face to face interview with two managers per candidate
4. Finally a basic knowledge Test
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Presentation and an IQ/Intelligence Test.
More Fidelity Investments Financial Representative Interviews
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Financial Representative at Fidelity Investments
Posted Mar 1, 2010
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Jul 2009 in Westlake, TX (took 2 days)
Began with a phone interview that lasted about an hour which was more of a screen than an interview. They asked me to come in the next day for the real interview. I showed up with about 5 other candidates. Interviewees came in shifts that lasted about 4 hours. Started with presentation by a senior manager, then interviewed by two managers. Last we had a couple of tests to measure ability and personality. Overall pretty painless experience.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation, a Skills Test and a Personality Test.
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Financial Representative at Fidelity Investments
Posted Jan 21, 2010 — 1 of 1 people found this helpful
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jan 2010 in Westlake, TX (took 2 weeks)
45 min phone interview, followed by a 3-4hr day at the campus, where you have a group interview/presentation, followed by a 1:1 interview with 2 hiring managers. One clearly is the good cop while the other is the bad cop. They want you to be specific as possible with examples of your past school/ work experience to back up what you say. The questions are all basic and based on your past experience and behavioral based. Once this is complete you go take an IQ exam to make sure you are intelligent enough to pass your Series 7 and 63 the first time and not waste their money since they sponsor you and pay for it all. If you do well on all of it you should get an offer. Just have specifics, and be prepared. Helps if you are already licensed.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, an IQ/Intelligence Test and a Background Check.
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Financial Representative at Fidelity Investments
Posted Jan 12, 2010
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Jan 2010 in Westlake, TX (took 2 weeks)
Interview process was very thorough. Phon interview took about an hour. The recruiter was very nice and conversational. I have a lot of respect for Fidelity from the way they thoroughly screen their candidates. After the phone interview is a 3 hour in person interview consisting of a group interview, 1 on 1 interview, presentation, and assessment test.
Interview Questions
Reason for Declining
The hours and pay were not what I was looking for.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Personality Test and a Background Check.
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Financial Representative at Fidelity Investments
Posted Jan 11, 2010
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Jan 2010 in Westlake, TX (took 2 weeks)
I applied online on sunday night for the Financial Representative posistion at the Westlake office and was called on monday morning to schedule a phone interview with HR. The phone interview took about an hour, asking basic questions about my resume and giving me information about the company and the job I was applying for. Many questions were behavioral based, like how would act in a certain situation and how did you handle things in the past. Then had a 1:1 interview with the hiring managers a week later and a presentation of the company and also a tour. Once again, every question was behavioral based.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview and a 1:1 Interview.
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