Fidelity Investments

  www.fidelity.com
  www.fidelity.com

Fidelity Investments Financial Advisor Interview Questions

Updated Jul 12, 2014
Updated Jul 12, 2014
4 Interview Reviews

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Financial Advisor Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Interview Details

Okay Interview. The interviw was an okay interview. The interview process involved several rounds of interview with different department managers. Questions asked were at par with level of position applied for.

Interview Questions
  • Questions were at par with what was expected of postion   Answer Question
Negotiation Details
N/A
Accepted Offer

Other Interview Reviews for Fidelity Investments

  1. 4 people found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in Albuquerque, NM
    Anonymous Interview Candidate in Albuquerque, NM
    Application Details

    I applied online. The process took 6+ weeksinterviewed at Fidelity Investments in November 2013.

    Interview Details

    Another name for this position is "Financial Advisor"

    I applied online a month prior to getting a call from a recruiter. The recruiter scheduled a phone interview, which took place within a week. The phone interview took about an hour. The questions were mostly behavioral, but she also asked some details about my previous work experience. She gave me an overview of the position, the compensation and benefits and gave me the opportunity to ask questions. She was very friendly and helpful. Before my face to face interview I had to fill out a profile on their website, which included exact dates of my last positions, my prior salaries, and the contact info for my references. This task had a deadline, and the recruiter told me that mine was completed properly.

    The face to face interview was scheduled about a week later, but had to be rescheduled on their end, so it was 2 weeks later. The entire process took 3 hours, but began with a presentation about the company, about our location, past present and future, and the core values. I was there with a group of about 8 people. Next we had a tour of the facility and some took a short break. Then, the hiring managers came to greet us, and each candidate went with two hiring managers to a small interview room. I think this took about an hour. They had about 20 behavioral questions. Finally there was a very short role play session where I answered the phone and pretend to help someone who is calling with a problem.

    From the entire process, I learned that they are looking for friendly candidates with enthusiasm, professionalism, communicative, the strong desire to help people and a good knowledge of modern technology (software, web, computers, mobile) and also the ability to self train. They are also looking for people who have experience or would do well working on a team.

    I also learned that they make an effort to train you well for this job position so I was at ease with not having prior customer service experience.

    When it was over, I was told I would be contacted within 10 days regardless of the decision. The next day I got a call from the recruiter and was offered the job. On Monday I will have a call with someone who will arrange for me to sign the offer and arrange for a drug test. I won't be able to start the job for another two months. They have set start dates.

    Overall, I was very impressed by the entire process, and the professionalism of everyone I met at Fidelity. The entire process from application to interview took a month and a half.

    Interview Questions
    • Tell us about a time when you were told to improve on your job performance and what did you do to make the improvements.   View Answer
    • Tell us about a time when you had a conflict with someone and how did you deal with it.   View Answer
    • Tell us about a time when you disagreed with a policy and what did you do.   View Answer
    • What is the most difficult software you have used.   View Answer
    • Describe something that was really hard for you.   View Answer
    Negotiation Details
    There is no discussion about benefits or salary during the face to face interview, but this is discussed with the recruiter, and there is no negotiation. They will offer you a salary based on your prior experience and prior salary.
    Accepted Offer
    Positive Experience
    Average Interview
  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate in American Fork, UT
    Anonymous Interview Candidate in American Fork, UT
    Application Details

    I applied online. The process took 4+ weeksinterviewed at Fidelity Investments in November 2012.

    Interview Details

    Applied online. got a call from the hr rep in texas. was given a basic description of the job and set up a time for a phone interview. the phone interview was unreal. All behavioral based questions. I would answer them and she said she felt like I wasn't answering her question... ok? she told me to take a day and study behavioral based questions. she called back the next day asking the same questions and me answering the questions what i feel like were very similar to those i gave the day before. she liked them enough to set me up for a face to face interview. The face to face went great. two really great managers interviewed me for a little over an hr. behavioral based questions again. the interview ended with a test which took 30 min or so.

    Interview Questions
    • What is something we should know about you that we dont know?   Answer Question
    Reasons for Declining

    better offer elsewhere

    Declined Offer
    Positive Experience
    Difficult Interview
  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeksinterviewed at Fidelity Investments in April 2011.

    Interview Details

    I interviewed with the Branch manager in person. After that an interview with the recruiter and three other managers. Total of five interviews. Great people and all made the interviews very comfortable. The process took about two weeks. I accepted the offer and will start 3 weeks from now depending on how long the background process will take.

    Interview Questions
    Negotiation Details
    The pay is very reasonable compared to other companies.
    Accepted Offer
    Positive Experience
    Average Interview

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