Fidelity Investments Financial Representative Interview Questions & Reviews
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Updated Feb 9, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 33 ratings 
“Average” Interview
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Interview Experience [?] Based on 33 ratings
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| 1–10 of 33 Fidelity Investments Interviews | Sort by |
Financial Representative at Fidelity Investments
Posted Feb 9, 2012
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4.0
Difficult Interview
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Overall Negative Experience
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Received and Declined Offer
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Interviewed Jan 2012 (took 1+ week)
I applied at a job fair, and afterwards I received a phone call requesting an interview over the phone. The first phone call discussed the position and pay, which was $35k plus benefits, and a $2k raise after getting series 7 and 63 licenses. I told him I would "think about it" (I wasn't really interested). I talked with HR again and said yes, and he described what would have to be done to join Fidelity, such as transferring my investments. He explained that shifts could not be moved, and you were stuck with what you were assigned.
The next interview was about a week later and was a personality test. It was supposed to be an hour long, but it lasted 70 minutes. The questions included "What kind of Sales experience do you have? Give an example," "What kind of leadership have you shown? Give an example," and "Talk about a team position and how you contributed." They wanted specific details about each example, but not "too specific." The HR interviewer was not very clear about this, but I can guess they want enough detail to see how you helped, but not too much detail to bog them down (my interviewer wasn't very smart - she didn't know much about finance, amongst other subjects). I also had no sales experience, and I could tell from the beginning she wasn't favorably disposed to me, but I also did ask about transferring into other positions after a while (research). If you want this job, don't ask about transferring. You better really want to be an Investment monkey in a call center.
Interview Questions
Other Details
The interview consisted of a Phone Interview and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Dec 8, 2011
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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 Nov 2011 (took 2 weeks)
Applied online. Recieved phone call next day to schedule a phone interview with their recruiter. Phone interview verified qualities and qualifications the manager was seeking. Phone interview lasted about thirty minutes. Process was intense but pleasant. Recruiter called back the following day and set up an in person interview with hiring manager. In person interview consisted of sitting with manager and assist. manager for about 2 1/2 hours. Questions covered everything from discriptions of previous positions to how I would handle situations at this firm. Also asked what salary I would be looking for . Said they would be in touch in a few weeks, as they just started interviewing. Received a phone call a few weeks later that I was not chosen.
Interview Questions
Other Details
I applied In-Person and the interview consisted of a Phone Interview and a Group/Panel Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Nov 28, 2011 — 1 of 1 people found this helpful
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Nov 2011 in Salt Lake City, UT (took 8 months)
A month or two after I applied online, I was contacted by Fidelity through email. The email established a date and time I would be contacted via telephone by a representative from Fidelity. In the call (which I received around 2 months after my application submission), the representative told me the details of the job: employment specifics, salary, hiring dates etc. After she outlined the details of the work, she asked whether or not I was prepared for a phone interview. I agreed to take it. After giving me the behavioral-based interview, the interviewer reviewed the interview with me to tell me the places where my responses could be strengthened. After the interview she said she would stay in touch with me and let me know more details about a hiring date.
Periodically throughout the next few months the Fidelity representative would contact me with updates on potential hiring dates. The periodic updates continued for four or five months without any date coming to fruition. Finally, I was contacted with an set hiring date and was given the details of when and where to for an in-person interview.
On the day of the interview I arrived at the Fidelity office. There were 8-10 people in the interview group with me. We were greeted by a woman who took attendance, then escorted us upstairs to a conference room. In the conference room we were shown a slideshow detailing the company, salary and benefits. After, another representative met with us to discuss the work itself. Finally, a manager of the position we were applying for came to answer any questions we had.
At the end of the presentation around 20 managers came in to the room. Each candidate was escorted out of by two of the managers. The two managers assigned to me gave me a short tour of the floor we were on and then took me to a small conference room. In the conference room I had a 2:1 interview. The questions were very similar to the questions I had received during my phone interview.
After the interview, I was shown around a few of the floors by the managers, then I was taken to another conference room on the base level where I took a test. After that I was free to leave.
About 3 days later I received a call from the first representative I had been in contact with over the months of the process who notified me that I had been hired.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Presentation, an IQ/Intelligence Test, a Skills Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Nov 9, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Apr 2010 in Covington, KY (took a day)
Once you apply you get a call from the recruiter. You go through typical interview questions. If you pass the first step, then you get a call from a manager to come in and interview. Once at the site you take a tour and talk to existing representatives. After that you go in and interview with 2 hiring managers. Again, typical interview questions. Managers like to hear good examples of how your previous job skills will relate to the new job you applied for. Once you go through that you wait a week and get another call from another manager that asks you a couple more questions. After that you get an offer.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Sep 4, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jul 2010 in Jacksonville, FL (took 2+ weeks)
You'll start out with a phone interview, very basic, primary purpose is to really understand what the job is and if you're still interested. The second phase is a on site interview. The on site consists of a group interview with other candidates, 2-on-one interview, and an intelligence test. The group interview is pretty much an introduction to Fidelity; listen ask a question or two and your set. The second part of the on site interview is with 2 managers and yourself... they'll ask you basic questions, most of which come from a bank of questions they'll bring with them, standard HR questions, Why do you want to do this job? Goals? etc... very basic. The last part of the on site interview is an intelligence test, broad based logic test, you either got it or you don't. A few days later they call, offer you the job and then your set from there.
Interview Questions
Negotiation Details
There is no room to negotiate... you can except what they have to offer or walk away. They do offer you a great benefits package though.
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, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Aug 27, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Dec 2010 (took 2 days)
Very quick one phone interview to pre-qualifly. Explanatory mrrting and 2 in 1 interview of one hour. Recieved offer next day.
Interview Questions
Negotiation Details
no take it or leave it.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview, an IQ/Intelligence Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Jun 18, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jun 2011 in Covington, KY (took 3 weeks)
Sent my resume out for the position on the website and got a phone call back within a couple hours which was exciting but a little off-putting. We chatted for a few minutes and set up a time the following week for a phone interview which took about an hour. It was mostly behavioral based and your typical resume-walk through. You have to do pretty poorly not to get a second-round as these recruiters are paid based on qualified candidates sent in. If you have any credit issues you are instantly out. At the end of the interview we set up a time for the group second-round. Also got some feedback on my responses which was helpful. Interviewer obviously wants you to do well and he told me how I can improve my answers. Following week went for the campus tour (which was beautiful btw). Boring presentations at first. Got to chat with someone that works there now which was really helpful. Nobody besides the interviewers at the end have any input on the hiring process so don't feel like you need to suck up the entire time and make everyone else in the room hate you. After the tour is the one-on-two interview which is really more just a test for handling stress and being a good speaker. Be prepared. They are looking for people who do well on the phone which means your answers should always be ready to go. Practice to pull the 'uhs' and 'ums' out of normal talking pattern. The actual interview is very typical. More of a conversation. I feel like I bonded well with my interviewers. Seemed as though we had very similar work/educational backgrounds which was absolutely helpful. Be prepared to answer follow-up questions. Be concise but always elaborate. They want specific examples and your typical interview key-words. Next day the HR guy called and told me I had the job. The day after another HR person called and made the official offer. Gotta e-sign some paperwork and do the drug test within 3 days. Next week you go back into the office for fingerprinting and will have a start date set in stone.
HR though is a pain, per usual. Seems as though they read directly off of a script. Got a phone call to call back so I did. Couldn't get through to anyone. Next day I got a message telling me to call someone else. Just seemed as though it was a little more difficult than necessary.
Interview Questions
Negotiation Details
No negotiation. Everyone starts at the same level
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview, an IQ/Intelligence Test, a Personality Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Jun 16, 2011
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3.0
Average Interview
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Overall Negative Experience
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Received and Accepted Offer
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Interviewed Feb 2010 (took 3 weeks)
They first call on the phone to "screen" you and make sure you can get through their background check. *If you say that you have ANY credit issues, they don;t let you through. For the phone interview you do behavior quesitons, then come in for a 4 hr interview!
Interview Questions
Negotiation Details
No - the person on the phone (who sounded like talking to a robot)
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a Presentation and an IQ/Intelligence Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Jun 6, 2011
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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 Jun 2011 in Merrimack, NH (took 2 weeks)
I was referred by a Senior Vice President in the Merrimack branch and contacted directly from HR. I then had about a half hour phone interview with a couple behavioral type questions as well as personality questions. After the phone interview they tell you whether or not they wanted you to go to their campus for about a 3 hour interview. The big interview consisted of a presentation on the company and specific job you are applying for. They then give you a tour of the building and let you speak with a current financial representative. They let you ask any questions pertaining to any experiences etc. Then you have an interview with 2 managers of financial representatives. They play the good-cop bad cop routine and one is clearly the bad cop. This interview is all behavioral based. Make sure to look online for typical behavioral interview questions. Make sure to stress customer service importance and look at the company from the opposite point of view in a way how you could help the company and not how the company can help you. They want the best people possible and you must research the company as they ask you what you know about the financial markets and about fidelity. Research the series 7 and 63 license requirements. They ask about these as well. Be confident and precise in your answers. Give specific examples to the interview questions. The office space is very spacious. The people seemed nice. Its a very structured work environment but it was a business casual dress code.
Interview Questions
Negotiation Details
Fidelity is a corporate company that is very structured. They made it a point to tell me that they tell you when to take breaks, lunches, and the schedule is quite vast. They are open from 5am until 11pm and you could be scheduled at any point in that time period for a variety of shifts. Make yourself available for any shift. Make sure you can commit to the company as they invest their time and money into their employees. If your looking for an in between job or to use this as leverage and to leave in a year it's probably not the best for you. Fidelity hires 99% of jobs from within so there is room for growth.
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation, an IQ/Intelligence Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted May 19, 2011
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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 May 2011 in Salt Lake City, UT (took 3 weeks)
The process was long. You'll get a call and they will set up a time for a phone interview. The phone interview begins with general information about Fidelity and the position, then 3-4 behavioral questions about your customer service experience. The phone interviewer, regardless of how well you answered the questions will set up a time for an onsite interview. The onsite interview begins with a presentation, then a short tour, then a 1:2 interview, and finally the Watson Glaser test. The interviewers were nice and helped out when you struggle with one of the behavioral questions. Based on the tour, the premise was very clean, the employees seemed happy, and it looked like a great place to work. You'll receive a phone call within one week with either an offer or a rejection.
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview, a 1:1 Interview, a Presentation and an IQ/Intelligence Test.
Helpful Interview?
Yes |
No
Inappropriate?
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