Fidelity Investments Financial Representative Interview Questions & Reviews
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Updated May 7, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 38 ratings 
“Average” Interview
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Interview Experience [?] Based on 38 ratings
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| 31–38 of 38 Fidelity Investments Interviews | Sort by |
Financial Representative at Fidelity Investments
Posted Feb 22, 2010
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4.0
Difficult Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Jan 2010 in Jacksonville, FL (took 3 weeks)
had one on one phone interview which lasted about an hour. Afterwards they set up a 3 hour in person interview which includes interview with 2 or 3 managers, an on site tour and an informational video. My in person interview is set up but I have not had it yet.
Interview Questions
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
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.
Helpful Interview?
Yes |
No
View Comments (2)
Inappropriate?
Financial Representative at Fidelity Investments
Posted Jan 18, 2010 — 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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Interviewed and No Offer
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Interviewed Dec 2009 in Palo Alto, CA (took 2 weeks)
The hiring manager returned my call: we set up a telephone interview that lasted 40 minutes. He asked specific questions about my experience along with why I wanted to work at Fidelity. At that time we set up a one-on-one interview. The interview was pleasant and detailed lasting 90 minutes. He then had me talk to another Financial Representative who told me about himself and then asked if I had any questions.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
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.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
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.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Oct 27, 2009 — 1 of 2 people found this helpful
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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 Oct 2009 in Los Angeles, CA (took 2 weeks)
Interview process went well. You must know your stuff, because there is a lot of competition right now. Was not offered job because I did not have Series 7 license. Seems kind of ridiculous because I have a degree in economics which most applicants don't. All they want is someone who they can get in without costing them anything.
Interview Questions
Other Details
The interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Jul 29, 2009
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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 2009 (took 2 days)
Phone interview that last about 45 minutes- this was really the recruiter reminding you the things you need to brush up on before the actual interview.
Interview took place about a week after the phone interview- began with a presentation that lasted about 1 hr and 15 minutes. Then we toured the facility (30 minutes), followed by the interview (1hr) and an aptitude test (1 hr)
Interview Questions
What are you motivated by? What would you do if one of your team members was no motivated enough?
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation and an IQ/Intelligence Test.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
Financial Representative at Fidelity Investments
Posted Jul 12, 2009
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4.0
Difficult Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Dec 2007 (took 2 days)
Phone interview first designed to weed out weakest applicants. Then you'll be called in to a mass interview with all remaining apps. Interview with 2 managers. U should have basic knowledge of financial markets and ur answers should be customer oriented.
Interview Questions
Negotiation Details
Good luck
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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