Fidelity Investments Financial Representative Interview Questions

Updated Apr 13, 2015
Updated Apr 13, 2015
119 Interview Reviews

Interview Experience

Interview Experience

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Getting an Interview

Getting an Interview

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Financial Representative Interview

No Offer
Neutral Experience
Difficult Interview
No Offer
Neutral Experience
Difficult Interview

Application

I applied through college or university. The process took 1+ weekinterviewed at Fidelity Investments in October 2014.

Interview

Was contacted by recruiter to set up initial phone interview. They were very fast to get this set up and move forward in the process. The interview is expected to be about one hour long and is fairly in-depth.

Interview Questions

  • They have a very strong emphasis on behavioral interview questions and are looking for very specific answers. Tell me about a time when... Prepare for the questions because it will be a deal breaker if you do not answer them properly.   Answer Question

Other Interview Reviews for Fidelity Investments

  1.  

    Financial Representative Interview

    No Offer
    Negative Experience
    Easy Interview
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Fidelity Investments in October 2014.

    Interview

    First got a call from a national recruiter who simply went over my resume with me and talked about my experience, asked a few "easy" questions and set expectations about the job. Set up a second call with another HR person (this time local) who asked a lot of situational questions. They're looking for a lot of examples of how you provided excellent customer service. This job after-all is a glorified call center rep! Your dream job...

    After that I got called in for an interview. Probably about 8 other applicants. Took us into a room and talked about the company in a power point presentation! (waste of time). They pause during it and ask you dumb questions during the power point such as "What do get from that?" mostly wanting to hear you say some B.S. about how awesome the company sounds.

    Then each of us were paired off with 2 managers.(A poor method of interviewing) They again ask situational questions, nothing too difficult. Just have customer service examples. After that, they take you to take a test. (another waste of time.)

    After that, they will call you within 3 days telling you if you got the job. If you didn't get the job they will give you some poor excuse as to why. Out of 50 that they interviewed that day, they hired 3...

    Make sure that you have a degree that they want. I went in with a business degree but they gave the excuse that I did not have financial experience. This is a disconnect in HR. If HR does not think I will be a good candidate, then they should not have put me through to the interviewing process in the first place.

    Interview Questions

  2. Helpful (3)  

    Financial Representative Interview

    Declined Offer
    Positive Experience
    Easy Interview
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took a weekinterviewed at Fidelity Investments.

    Interview

    After applying online I was contacted by local HR to do a screening interview. It consisted of standard questions like "what do you know about financial services?" and "are you currently following the stock market?". Overall, relatively basic info to pass to the next phone interview. This one was more detailed, and they go over your resume fairly thoroughly.

    Interview Questions

    • Give an example of a time where your customer service went above and beyond the normal level of expectations.   1 Answer

    Reasons for Declining

    They can only tell you that you may work a shift between 7:00am-11:00pm Monday-Saturday. No guarantee of standard hours.

  3. Helpful (1)  

    Financial Representative Interview

    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 5+ weeksinterviewed at Fidelity Investments (Los Angeles, CA).

    Interview

    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 Questions

    • What are the top 5 things/characteristics that your past manager(s) would say about you?   Answer Question
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  5. Helpful (1)  

    Financial Representative Interview

    Accepted Offer
    Accepted Offer

    Interview

    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 Questions

  6.  

    Financial Representative Interview

    No Offer
    Positive Experience
    Easy Interview
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied online – interviewed at Fidelity Investments (Jacksonville, FL) in August 2014.

    Interview

    This review is to cover the initial 20 minute phone call with the recruiter. They are extremely transparent about what they can provide for you. He covered salary, benefits, and a very detailed schedule of the job. He expressed how hard the company worked for you to be successful. Training is 12 weeks from 8-5pm. One thing they don't put on the job posting is that you will be working in a call center, tied to a phone 90% of the day. You will also be given shifts that range between the hours of 7am-11pm Monday-Saturday. Night an weekend work required. This is a starting position and you can work your way up between 6-12 months. Most of the hiring is done internally. Everyone living with you (even if you are not dating/married) is required to move all of their investments over to Fidelity. If you have a live in-this may be a deal breaker for you.

    Interview Questions

    • They really look people passionate about finance. I don't know much, but they didn't seemed bothered. Why do you want to leave your job now? What do you like most about your job (they asked 3 separate times, looking for 3 different answers)? Can you work nights an weekends? What can we do for you, what are you looking for in a company?   Answer Question
  7.  

    Financial Representative Interview

    Accepted Offer
    Accepted Offer

    Application

    I applied online – interviewed at Fidelity Investments.

    Interview

    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 Questions

    • 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

    No negotiation. Entry level.

  8.  

    Financial Representative Interview

    No Offer
    No Offer

    Interview

    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 Questions

    • 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
  9. Helpful (3)  

    Financial Representative Interview

    No Offer
    Positive Experience
    Average Interview
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 6 weeksinterviewed at Fidelity Investments (Westlake, TX) in July 2014.

    Interview

    Three-tiered interview process, all with standard interview questions. Not too many curveballs. The first is a telephone interview with a recent hire who has one year's experience in the position applied for from the local office (and has transferred to HR). Second is with a senior HR manager and may be from another office located somewhere else in the US. If you pass both interviews, you'll get to tour the facility with a group of candidates. Get there 5-10 minutes early so you don't leave the group waiting. There will be a brief presentation about the company by a senior manager, followed by the tour and finally, an interview with two hiring managers.

    It was a great experience, that I unfortunately blew, as it was my first serious interview in a long time. I've applied numerous times since and will continue to apply until I get it, or something better. This had the feel of a great place to start a career.

    They were incredibly kind, helpful, and understanding. If you don't have a lot of experience in customer service, you probably won't get the job, though. If you're fresh out of college without a background as a CSR, work for a while in retail or another customer relations-job first.

    They are incredibly candid and helpful in letting you know precisely why they pass you over; and you'll have tons of time to prepare for the interview. Use it.

    Interview Questions

    • Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.   Answer Question
  10. Helpful (1)  

    Financial Representative Interview

    Accepted Offer
    Positive Experience
    Easy Interview
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 3 weeksinterviewed at Fidelity Investments (Covington, KY) in July 2014.

    Interview

    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 Questions

    Negotiation

    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.

See What Fidelity Investments Employees Are Saying

 Former Financial Representative in Salt Lake City, UT

Pros: “While working here, my experience was great. LOTS of opportunities, great benefits and training. Till this day, I still use their services.” Full Review

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