Fidelity Investments Financial Services Representative Interview Questions & Reviews
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Updated Dec 15, 2011 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 15 ratings 
“Average” Interview
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Interview Experience [?] Based on 15 ratings
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| 1–10 of 15 Fidelity Investments Interviews | Sort by |
Financial Services Representative at Fidelity Investments
Posted Dec 15, 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 Nov 2011 in Salt Lake City, UT (took 1+ week)
First off, knowing someone who works at Fidelity is almost a must. That is the reason that I got an interview, at least that's what I think. I attended an information session, hosted by Fidelity, at the University which also was supposed to give my application priority in the screening process. 1 week or so after attending the information session and submitting my application I got an email from staffing wanting to schedule a phone interview. This phone interview was done in 2 sessions. The first session went over the details about the job and compensation. I then scheduled another phone interview for a couple days later. During the 2nd interview I was asked questions like, "Tell me about a time when...." and "What does excellent customer service mean to you?" After this interview I then scheduled to go in for a face to face interview that same week. This interview starts off in a group setting. There were around 8 of us interviewing. They ask you to wear a suit. The first hour you watch a video with someone in upper management and go over some slides about the company lifestyle. You also listen to a phone call to see what it is like to be on the phones. A rep then comes in and answers questions about the job. Managers then came in groups of 2 for the interview. This interview took about an 40 minutes or so. The same type of questions were asked that were in the 2nd phone interview. I was then taken on a short tour of the different departments. The final hour was used to take an intelligence test. The questions consisted of deductive reasoning and logic testing. Not too difficult.
I was then called 2 days later from staffing informing me that they were going to extend me an offer for the job.
Interview Questions
Other Details
The interview consisted of a Phone Interview, an IQ/Intelligence Test, a Skills Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Nov 3, 2011
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4.0
Difficult Interview
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Overall Neutral Experience
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Received and Declined Offer
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Interviewed Jul 2010 in Jacksonville, FL (took 2 weeks)
They use that annoying interview model of a zillion "Describe a time when..." questions. I personally prefer questions that are tailored to the job itself or a more structured, "What would you do if..." type format...the interview room was cramped and claustrophobic. The entire process took about 3 hours.
Interview Questions
Reason for Declining
Pay was prohibitive, love the culture, but I can't eat culture.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Oct 9, 2011
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3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Mar 2011 in Covington, KY (took a day)
I emailed my resume. I was contacted the next day to set up a phone interview. Fidelity was the last place I worked before having a child. I happen to be the last person hired and the first they laid off. I have a laundry list of various securities licenses. The phone interview started off with "Where have you worked in the last 10 years?". I was laid off from Fidelity and I started a family. I think that did me in right there a stay at home mom…(of which technically I was overqualified for the position anyway).
"Do you use Outlook, Excel and Power Point…." I said yes I have used them, currently I am using MAC. The interviewer started hammering me with specific computer questions and turned the interview into a Microsoft interview. She told me to get some current job experience and apply in 6 months. Well it's been 6 months and I've applied for 10 jobs at Fidelity and I have not heard a peep.
Interview Questions
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Jul 20, 2011
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2.0
Easy Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Jun 2011 (took a day)
Someone from HR called initially for setting up an interview and explained about salary, requirements etc. scheduled for an 1 to 1 interview and it was mostly behavior questions, vowed to call back still waiting
Interview Questions
Other Details
The interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Jun 17, 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 May 2011 (took 1 week)
Two Phone Interviews, One presentation and group interview, One IQ Test
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation and an IQ/Intelligence Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Jun 14, 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 Salt Lake City, UT (took 4+ weeks)
Received a call from a recruiter that had received my resume from a job posting. The screening to 50 minutes and had several behavioral based questions. She said that it was important to be energetic and enthusiastic for the on-site interview. The on-site interview was just as described by others. A information session followed by a 1:2 interview and the Watson-Glaser test. The recruiter called the next day to let me know I would receive an offer within a week.
Interview Questions
Negotiation Details
Know that there are a lot of opportunities within the company and is a great starting point for someone looking to get in the industry.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and an IQ/Intelligence Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Mar 16, 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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Interviewed and No Offer
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Interviewed Feb 2011 in Covington, KY (took 1 week)
The first phase consisted of a phone interview that lasted approximately 45 minutes. Then proceeded to an interview on premises which consisted of a group presentation about the company, an interview with 2 managers, and then the watson-glazer test. Most of the interview questions were behavioral. Be prepared to give examples.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Jan 28, 2011
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2.0
Easy Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Jan 2011 in Dallas, TX (took 2 weeks)
Received a call after applying online in Dec 2010. They scheduled me another more formal interview for first week Feb 2011
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Nov 29, 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 Oct 2010 in Salt Lake City, UT (took 1 week)
Applied online, contacted by a recruiter to set up phone interview. After phone interview asked to come down in person for an interview. It lasted around three hours where they gave a presentation, tour, interview and test.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, an IQ/Intelligence Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Nov 28, 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 Oct 2010 (took 4+ weeks)
I submitted an application online and received a phone call from HR the next day or two. They went over the details of the position and required hours. A formal phone interview was set up the following week, and it consisted of behavioral questions mostly, with a few questions pertaining to the financial industry. Next was a group interview with approximately 12 other candidates; first a group tour and Q&A and company culture, then we each got an interview with two managers. Following the interview was a comprehension test. HR called one to two days later to let me know I passed the interview, then I received a formal job offer about a week after that.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, a Skills Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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