Fidelity Investments Financial Services Representative Interview Questions

Updated Jul 25, 2015
57 Interview Reviews

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Financial Services Representative Interview

Anonymous Interview Candidate in Merrimack, NH
Accepted Offer
Negative Experience
Easy Interview

Application

I applied through a recruiter. The process took 3 daysinterviewed at Fidelity Investments (Merrimack, NH) in July 2015.

Interview

I was surprised to find out when I arrived, that I was one of 10 people who would be interviewing at the same time. We were then all brought into a room, explained that this was a temp to perm, that the pay rate was $18 and we would be taken 1 by 1 for an interview with the recruiter who would then decide if we were worthy of going onto the next round. We were to expect that this "interview" with the recruiter would last no more than 10 mins. Once in the room, the recruiter read from my resume as if she had never seen it before, asked questions about my prior roles. She then continued to say ok well i think given your experience you will go onto the next round with the managers. This was concerning because i had already spoken to a recruiter on the phone prior to this interview and went over all this. So now I needed to come in again. I received an email the following day that I would be moving on to the next round and to be there the following day at 8:30 for interviews with managers that will start at 9. This would be the same situation as before, two managers meeting with another 10 or so candidates. I replied that I was unavailable that day and time and would like to come in the following week, the response, no sorry this is the only time. Good luck in the future.

Interview Questions

  • Explain a situation where you had to go above and beyond to help a customer   Answer Question

Other Interview Reviews for Fidelity Investments

  1.  

    Financial Services Representative Interview

    Anonymous Employee in Salt Lake City, UT
    No Offer
    Negative Experience
    Difficult Interview

    Application

    I applied through a recruiter. The process took 2 weeksinterviewed at Fidelity Investments (Salt Lake City, UT) in July 2015.

    Interview

    After a friend and former employee of Fidelity sent my resume to a hiring manager, I was contacted by phone by a recruiter in Texas. She was calling to set up a phone interview for the following week. She gave me some suggestions and pointers and different areas to focus on before the phone interview, which I studied for and practiced each day before that happened. The actual phone interview was a negative experience for me. Even though I had prepared more for this interview than any interview I've had in the past, the interviewer kept interrupting me and telling me I was answering the questions wrong. At one point, she said in a condescending voice, "Do you even know what a consultative question is?" and then proceeded to tell me I had no confidence in myself. Even though that experience was not a good one, she still scheduled an in person interview with some managers at the call center. She, again, gave me some pointers and areas to study before my in person interview, which I very much appreciated. My in person interview was a a much better experience than the phone interview. Everyone I met and talked with was very friendly and kind. The first thing I did was take a cognitive test. It took me about 45 minutes to complete. After the test was completed, two hiring managers came into the room I took the test in and said that the interview would be beginning with a tour of the facilities. They showed me the different departments and where the training and studying would be taking place and asked me questions along the way. The types of questions they asked me during this portion of the interview were "The shift for this team is 1:00 pm to 12:30 am. Would you be able to work a shift like that?" It was pretty informal. After the tour, we returned to the room where I took the test and they began what they called the formal interview where we discussed my previous work experience. Both managers were very friendly and supportive and positive, yet firm in what they were expecting from me. I felt very at ease speaking with them and, by the end of the interview, felt confident that I would get the job. Four days after my in person interview, I received a phone call from the same recruiter who conducted my phone interview. She informed me that the managers were not considering me for the job anymore and gave me some "constructive" feedback regarding my interview. She said the managers were not impressed with me, that I namedropped people who had worked there previously as a way to get a job with them automatically, that I didn't know anything about the company or the Series 7 and 63 exams, and that they doubted my ability to set goals for myself and achieve them. I felt the feedback was not constructive at all and that for her to say I was "unimpressive" was something she didn't need to tell me. Overall, the phone communication I had with Fidelity employees was extremely negative and unpleasant. As stated previously, my in person interview was very positive and I felt that working there could've been a good experience for me had my interviews gone better. If you are about to interview for Fidelity, I would give this advice: make sure you know all about the exams you need to take to get the job, practice answering the sample interview questions with someone, do a lot of research about Fidelity on the website (make sure you know all the different aspects of the company and key financial terms) and expect the interview to be about two hours long.

    Interview Questions

    • Tell me about one experience you've had giving someone excellent customer service.   Answer Question
    • What do you know about the Series 7 and 63 license exams?   Answer Question
    • Why do you want to work for Fidelity?   Answer Question
  2. Helpful (6)  

    Financial Services Representative Interview

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

    Application

    I applied through a recruiter. The process took 3 weeksinterviewed at Fidelity Investments (Westlake, TX) in June 2015.

    Interview

    What are your qualifications? Connect your close fit between the job’s requirements and your qualifications. Ask what specific projects or problems you may be expected to deal with and which have the highest priority. Identify the projects you’ve accomplished in the past that qualify you to work successfully on the projects the interviewer mentioned. How did you resolve a tense situation with a coworker? Have you ever had to fire someone? Give a specific example of a difficulty that you’ve dealt with (conflict resolution or discipline), focusing on how you used your analytical skills to effectively solve the problem. Illustrate how you go about collecting information, stating the steps you took to help the fired person improve and save his or her job before making a termination decision. Emphasize that you follow company policy and that you’re fair and tactful in dealing with employee problems. Based on your experience, what problems do team-focused companies face? Document, with storytelling, that your experience includes being a successful leader or member of teams. Discuss teams as an overall positive factor in the work world of the 21st century. Discuss a minor negative aspect of teams and show how that negative aspect can be overcome. Describe a time that you had to work without direct supervision. Have you ever had to make department decisions when your supervisor was not available? Discuss your decision-making process. You don’t rattle easily. Show that you’re self-directed and self-motivated, but still willing to follow others’ directions or to ask for assistance when needed. Storytell: Discuss a specific example of a time you had to make a decision without supervision. Preferably, discuss a time that you anticipated company needs and finished a project ahead of time or made a beneficial decision. Have you ever misjudged something? How could you have prevented the mistake? Briefly discuss a specific — but minor — example. Briefly discuss what the mistake taught you and how it led you to improve your system for making decisions or solving problems. After talking about your example and what you learned from it, refocus the discussion on your accomplishments.

  3.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 1+ weekinterviewed at Fidelity Investments in March 2015.

    Interview

    Long, but a great and fun experience. They were incredibly nice and quick to keep me posted and get back to me whenever I sent out an email. Liked being able to network with such amazing people.

    Interview Questions

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  5.  

    Financial Services Representative Interview

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

    Application

    I applied through an employee referral. The process took 4 weeksinterviewed at Fidelity Investments (Jacksonville, FL) in November 2014.

    Interview

    It took about 2 weeks after I applied online to hear back. They emailed me to set up a 15-20 minute phone screen. Which was fairly easy. Why Fidelity? Why this position? The recruiter then asked to set up another phone interview which is about 40 minutes, completely behavioral based questions.

    Interview Questions

    Negotiation

    No negotiation

  6. Helpful (1)  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Accepted Offer

    Interview

    2 phone interviews followed by 1 in-person group interview and 1-on-1 interview with 2 managers. We met with 3 different employees in group environments and toured the facility as well as watching a video.

    Interview Questions

    • None were unexpected. Why Fidelity? What are your strengths and weaknesses?   Answer Question

    Negotiation

    Was told there was no negotiation on salary

  7. Helpful (3)  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Accepted Offer

    Interview

    They first start with a phone interview and then if you make it through that they have you interview with other potential candidates in person. After your personal interview with 2 interviewers you take an assessment test to determine ability to pass the Series 7.

    Interview Questions

  8. Helpful (2)  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Salt Lake City, UT
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took a weekinterviewed at Fidelity Investments (Salt Lake City, UT) in September 2014.

    Interview

    I applied thru the fidelity site. The day after I received a call, she was pretty straightforward about the position, the salary, the benefits, etc; she went over everything very thoroughly. I mentioned that I know somebody in the West Coast offices so she asked me to get the name. A day after I called her and gave her the name. During the interview i was asked the typical questions, if I follow the stock, why the company, etc. Now I'm waiting for the second interview, which is going to be a behavioral interview, so i have to do my homework about the company, series 7 and 63.

    Interview Questions

    Negotiation

    I'm waiting for the behavioral interview.

  9. Helpful (2)  

    Financial Services Representative Interview

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

    Application

    I applied online. The process took 1+ weekinterviewed at Fidelity Investments (Westlake, TX) in September 2014.

    Interview

    2 phone interviews by HR, 1 in person with team managers. Very cool setup of in person interview. Group interview modernized; do a presentation/tour with the group, then interview alone with two managers. Got to tour the facility with 2 employees (that have been or currently in the position applying for) that were not connected to the hiring process. Were able to ask any questions or relay concerns. Very easy to get answers.

    Interview Questions

    Negotiation

    No negotiation for these positions.

  10. Helpful (4)  

    Financial Services Representative Interview

    Anonymous Employee in Denver, CO
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online – interviewed at Fidelity Investments (Denver, CO).

    Interview

    The interview is typically scheduled on a Tuesday (that’s when managers dedicate their whole day to interviews) they bring a between 10-15 interviewees at once, when you first go into the building, you take the elevator to the sixth floor, which is the hiring and training floor. You go into a conference room, the recruiter greets you and does a brief introduction of who they are, how long they’ve been with the company and what role they initially started in. After about 10 minutes of debriefing, they then present a 10-12 page slideshow, detailing what Fidelity does as a company, how they have changed and how they compare to other financial companies. They go over salary (a range, contingent on experience), benefits (including health, dental, retirement and employee assistance programs), the recruiter then closes by asking if there are any additional questions, he was very transparent and did not hesitate to answer any questions. Next, a senior representative comes in for some Q&A, this was our opportunity to find out what the reps in the position we were applying for what they did on a day to day basis, what to expect, the call volume, the atmosphere within the teams, the overall call structure and how we can be successful in our roles, if offered a position. He was very thorough and was upfront on the possible challenges we may come across, but was very optimistic and encouraging. We are then greeted by two team managers who will be interviewing each individual, they were very inviting. The interview lasted about 40 minutes, with the standard packet of questions, the managers started by introducing their selves and giving a little background on how they began their career. The interview questions were pretty standard, from a packet, they picked about 5-6 questions and were really for answers that describe how you handled a particular situation. I also got a tour of the work area, the cubicles are not your standard cubicle, it is nice and spread out but close enough where you still feel like you're apart of a team. The atmosphere overall was very inviting and the employees looked/seemed happy, they smile, said good morning, how are you and introduced themselves.

    Interview Questions

    • This isn't necessary the most difficult question, but one you may want to prepare yourself for... Describe a time where you received coaching, what was it for, did you agree with it and what steps did you take to improve those areas? How have you contributed to your team to encourage positivity? Describe your top five strengths (from StrengthFInder) and how have you used them to best help clients.   Answer Question
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