Fidelity Investments Financial Representative Interview Questions

Updated Jun 25, 2015
135 Interview Reviews

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Financial Representative Interview

Anonymous Employee
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

Other Interview Reviews for Fidelity Investments

  1. Helpful (3)  

    Financial Representative Interview

    Anonymous Employee in Westlake, TX
    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
  2. Helpful (1)  

    Financial Representative Interview

    Anonymous Interview Candidate in Covington, KY
    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.

  3.  

    Financial Representative Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took a weekinterviewed at Fidelity Investments in April 2014.

    Interview

    Phone interview with some coaching at the end for in-person interview. In person interview involves a tour before the interview and an a cognitive assessment at the end. Lots of questions over study habits- they want to make sure you are able to pass the licensing exams. Customer service is a focus as well.

    Interview Questions

    • What was a class that you struggled with and how did you overcome it?   Answer Question
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  5.  

    Financial Representative Interview

    Anonymous Interview Candidate in Jacksonville, FL
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2+ weeksinterviewed at Fidelity Investments (Jacksonville, FL) in April 2014.

    Interview

    Standard interview. Some behavioral, some knowledge-based. The phone interview was very quick, they asked standard questions (strengths and weaknesses, etc.. The in-person interview took a few hours. They give a presentation and show you the site, then sit down to interview you. The questions trended towards customer service themes more than finance.

    Interview Questions

  6. Helpful (1)  

    Financial Representative Interview

    Anonymous Employee
    No Offer
    Average Interview

    Interview

    I took part in a Fidelity Networking Event. We sat for a presentation, then met many of the firm's current employees. We had the chance to speak with each of them for a few minutes. Overall, it was an interesting and informative process. It was kind of like speed dating.

    Interview Questions

    • It was more of a chance for them to meet you and decide whether to proceed with you as an applicant.   Answer Question
  7. Helpful (1)  

    Financial Representative Interview

    Anonymous Employee in Covington, KY
    No Offer
    Average Interview

    Application

    I applied through a recruiter – interviewed at Fidelity Investments (Covington, KY).

    Interview

    Was contacted by recruiter, who I then had a phone interview with. I then went to a group interview where we took a tour and sat through and informational session. We then split of into individual interviews and then took a critical think test. I was contacted within a week.

    Interview Questions

    • Nothing out of the ordinary. A lot of customer service questions.   Answer Question
  8. Helpful (8)  

    Financial Representative Interview

    Anonymous Interview Candidate in Westlake, TX
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 5+ monthsinterviewed at Fidelity Investments (Westlake, TX) in March 2014.

    Interview

    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 Questions

    Negotiation

    no negotiation.

  9. Helpful (3)  

    Financial Representative Interview

    Anonymous Employee in Merrimack, NH
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through other source. The process took 1+ weekinterviewed at Fidelity Investments (Merrimack, NH) in March 2014.

    Interview

    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 Questions

    • 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

    Reasons 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!

  10. Helpful (2)  

    Financial Representative Interview

    Anonymous Interview Candidate
    Accepted Offer

    Interview

    asked a bunch of behavioral questions. 2 phone interviews and a final in-person interview

    Interview Questions

See What Fidelity Investments Employees Are Saying

 Former Senior Director Finance in Holliston, MA

Pros: “Great benefits, great technology tools to get your job done and access to industry training, supports community, capability to move between functional areas, meritocracy focus” Full Review

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