Fidelity Investments

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Fidelity Investments Financial Representative Interview Questions & Reviews

Updated Aug 18, 2014
All Interviews Received Offers

Getting an Interview  

54%
18%
9%

Interview Experience  

72%
21%
5%

Interview Difficulty  

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

Accepted Offer

Positive Experience

Average Interview

Financial Representative Interview

Financial Representative
Los Angeles, CA

I applied online and the process took 5+ weeks - interviewed at Fidelity Investments.

Interview Details – Submitted resume online for FR position at multiple branches and received a call from the recruiter within 2 weeks. Basic phone screening regarding background and interest in the position. Passed the screening and the recruiter set me up on a interview with the branch manager for the following day. I interviewed with the branch manager and other FR's, lasted about 2 hours total. Unfortunately I did not get that position, but the branch manager was impressed and recommended for another branch. Met with the Service Manger, lasted about 45minutes, basic questions on background and why I wanted to work in the industry and for fidelity. I received a call a week later to meet with the Branch Manager. The interview was pretty simple, as long has you are passionate about customer service. They really put a huge emphasis on the customer experience and we spend a great deal of time talking about my past as it relates to providing excellent customer service. The branch manager also had me roll play as if I had the position and she was a walk in. Caught me off guard, but I guess I did well!

Interview Question – What are the top 5 things/characteristics that your past manager(s) would say about you?   Answer Question


Accepted Offer

Neutral Experience

Financial Representative Interview

Financial Representative

Interviewed at Fidelity Investments

Interview Details – Two phone, one in person. The first two calls are to make sure you can speak coherently over the phone, since all client interactions are done over the phone. If you pass, you then have an in person interview on a super day with two managers. Two on one.

Interview Question – Tell us about your worst boss.   Answer Question


No Offer

Neutral Experience

Easy Interview

Financial Representative Interview

Financial Representative

I applied online - interviewed at Fidelity Investments in February 2014.

Interview Details – Applied online and got a call requesting a phone dialogue. The first round was purely informational, and the second was an interview a week or two later with someone (I think from HR?). Very straightforward process, and they do make it clear it's a call center job. They're upfront about salary and the nature of the position, which is refreshing.


Accepted Offer

Neutral Experience

Financial Representative Interview

Financial Representative

I applied online and interviewed at Fidelity Investments.

Interview Details – What I experience:

First, an informational call with description of job responsibilities to see if you are a good fit. Second, I had an phone interview with one of the HR workers, and after the same interview I was invited to come in to meet with the managers on site. Then after the face-to-face interview with in a day I got the call for an offer. Not took long for everything, if anything I made the process longer because I was interested in different locations.

Interview Question – All straight forward situational questions. Just try to tell stories that about your personal goals, education, and work experience that relate to Fidelity's values/job requirements . Customer service excellence is HUGE!   Answer Question

Negotiation Details – No negotiation. Entry level.


Accepted Offer

Positive Experience

Easy Interview

Financial Representative Interview

Financial Representative
Covington, KY

I applied online and the process took 3 weeks - interviewed at Fidelity Investments in July 2014.

Interview Details – 2 telephone interviews with HR and recruiter. One on one in person interview with 2 department managers. The 3rd interview begins with an overview of the company, the site and the position you are applying for. After the overview is the actual interview, with 2 hiring managers

Interview Question – What was the best customer experience you have had ?   Answer Question

Negotiation Details – Know the culture of the site and the company. Be prepared. This is an entry level position with many opportunities for growth. You are receiving paid training, and this is a phone job.


Accepted Offer

Positive Experience

Easy Interview

Financial Representative Interview

Financial Representative
Merrimack, NH

I applied online and the process took 2 weeks - interviewed at Fidelity Investments in March 2014.

Interview Details – You are greeted by two people in HR that take you on a tour of the campus. Bring your resume because they take two copies to give to the managers that will be interviewing you. You learn about the company and then get taken to another room to do your interview with two managers. After that you are taken to another room to take a critical thinking test. Got a call later that day to inform me how the interview went.

Interview Question – One of the managers asked if I would recommend he go to Harvard or Yale. He was looking to see how well I could ask questions to identify which one would better fit his situation.   Answer Question

Negotiation Details – I did not negotiate because I was happy with the offer.


No Offer

Neutral Experience

Financial Representative Interview

Financial Representative

Interviewed at Fidelity Investments

Interview Details – Contacted by internal staffing recruiter. 30 minute phone call with basic fit / personality questions. They just want to get to know more about your background and communication skills. Set up 1 on 1 interview with branch manager and now waiting for second round panel interview.

Interview Question – No difficult questions. Basic why do you want to work in this position and why Fidelity? Come prepared with good questions about career path and the job you applied for. Be ready to give examples for questions like " what was your greatest challenge in xxx job." Look over the Fidelity website, read their research, and check out the products they offer.   Answer Question


3 people found this helpful

Declined Offer

Positive Experience

Average Interview

Financial Representative Interview

Financial Representative
Merrimack, NH

I applied through other source and the process took 1+ week - interviewed at Fidelity Investments in March 2014.

Interview Details – You go through 2 phone interviews with 2 separate recruiters. The first is just a simple phone screening, and the second is more of a behavioral interview. After this, you get moved on to where you go to the office you are applying at and you go through a 4 hour session consisting of a presentations on Fidelity, tour of the facility, a face-to-face interview with 2 hiring managers, and a critical thinking assessment. Keep in mind this 4 hour interview is a group of 10-15 candidates so do everything you can to stick out, ask questions, and be outgoing!

Interview Question – Typical behavioral interview questions. The tougher questions are in the face-to-face interview. Nothing specific was tough just know a lot about the company, how you'll succeed in job, your leadership skills, team working skills, etc. Basic interview knowledge to be prepared with.   Answer Question

Reason for Declining – I declined because I had an offer from another firm that fit my personal goals and current situation better. Would work for this company any other time. Excellent company, excellent benefits, and excellent opportunity available to anyone that succeeds!


6 people found this helpful

Accepted Offer

Positive Experience

Average Interview

Financial Representative Interview

Financial Representative
Jacksonville, FL

I applied online and the process took 4+ weeks - interviewed at Fidelity Investments in January 2010.

Interview Details – Applied online, got phone interview, got onsite interview, got offer 2 days later. Interview was conducted by middle management who seemed really important at the time, but I now make more than both of them and know more about finance than both of them after 3 years, so don't be intimidated.

Interview Question – Straight forward interview, no tricks.   Answer Question

Negotiation Details – Non-negotiable. Starting salary is $35k unless you have experience, but don't let that deter you because by year two I cleared $55k and year 3 I hit $70k. Lots of OT and bonuses. Bonuses are driven by customer surveys, not any type of commissions or sales tactics so they are pretty reliable.


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.

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