Fidelity Investments Financial Services Representative Interview Questions & Reviews
Updated Apr 17, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 19 ratings |
Interview Experience [?] Based on 19 ratings
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| 11–19 of 19 Fidelity Investments Interviews | Sort by |
Financial Services Representative at Fidelity Investments
Posted Mar 16, 2011 — 2 of 2 people found this helpful
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 Personality Test, a 1:1 Interview and a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Jan 28, 2011
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 30, 2010 — 1 of 1 people found this helpful
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 2010 (took 2 weeks)
The phone interview was simply just making sure that you are interested in the career and truly would like to be in the industry. If you show a willingness to work you should be invited to the in person interview.
Interview Questions
Negotiation Details
There is not much negotiation. You start at the bottom and work your way up unless you have solid experience in the industry.
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 Nov 29, 2010 — 1 of 1 people found this helpful
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 an IQ/Intelligence Test, a Background Check, a Group/Panel Interview and a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Nov 28, 2010 — 1 of 1 people found this helpful
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 Background Check, a Drug Test, a Skills Test, a Group/Panel Interview and a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Nov 3, 2010
3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Nov 2010 (took a day)
I received a phone call from a recruiter, she got me with another phone interview with the HR Rep, she told at the same time that I will have another interviwe which is the last round I believe, it was a presentation and group interview with two Managers and an Assistant, Behavioural Interview questions.
Interview Questions
Other Details
The interview consisted of a Personality Test, a Group/Panel Interview and a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Sep 12, 2010
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 2008 in Jacksonville, FL (took 2 weeks)
The company with first meet with you in person. Next do a phone interview and last have the hiring agent call you. It was a call center so the environment was very laid back.
Interview Questions
Other Details
I applied In-Person and the interview consisted of a Background Check, an IQ/Intelligence Test and a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Mar 1, 2010 — 1 of 1 people found this helpful
4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Feb 2010 (took 3 weeks)
Initial phone screen with recruiter. On-site interview with two managers.
The recruiter seemed to be screening primarily relevant experience and attitude. Good phone presence is important for the job and I'm sure she was evaluating that.
The on-site manager interview was a behavioral interview. To prepare, find sample behavioral interview questions (e.g., "Tell me about a time in a previous job when you had to deal with conflict and how you handled it?") and dig into your past experience to think of possible answers that hopefully also relate well to the position for which you're interviewing. Spend time thinking of things you accomplished as well as challenges you faced (task-related, interpersonal, etc.). In the stress of an interview it can be hard to recall specific experiences, so reflecting on them ahead of time can help you avoid awkward silence.
In all interviews and interactions for this customer-facing position, be warmly professional, confident (not arrogant), and enthusiastic. Try to be the person you'd want on the other end of the line when you're trying to manage your investment account, your retirement nest egg, or your kids' college funds.
Candidates were also asked to take a Watson-Glaser critical thinking assessment. They do say that it will not be used to make a hiring decision, but the results may suggest follow-up training if you are hired.
Interview Questions
Other Details
I got the interview through an Employee Referral and 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 Feb 4, 2010 — 1 of 1 people found this helpful
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 Salt Lake City, UT (took 4+ weeks)
Applied by emailing resume after seeing job posting. They call a couple weeks later and setup a time for a phone interview. The phone interview was your typical interview with lots of "name a time when..." questions. Be confident with your answers and don't act nervous. That's the most important thing. As long as your answers are related then they will work, but they must be real because they like to ask follow up questions. At the end of the interview she told me I did well enough to come in for a 2nd interview about 3 weeks later. There was about 18 of us in my group and it took 3 hours roughly. They gave a tour of the building (boring) and then did about an hour presentation (very very boring) which included analyzing a phone call. Then about 50 people came in and started calling us out individually. Some were interview by 2 people, some by 3. I was interviewed by 3 guys. They asked a lot of the typical "name a time when..." or "what type of management style best suits you?" or "what types of software programs or systems do you work with on a daily basis" (in order to find out how competent you are switching between multiple programs. Just be confident and be prepared with a lot of specific examples. The interview is the most important part. No need to suck up in the presentation because they don't interview you in the end anyway. Then after the 30-45 min interview, they had us take an 80 question logic test (included logical thinking, deduction, assumption, stuff like that). Didn't seem too hard though some questions were kind of vague. Then you're done. They called back in about a week with an offer.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Background Check, an IQ/Intelligence Test, a Presentation, a Group/Panel Interview and a Phone Interview.
Helpful Interview?
Yes |
No
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