Fidelity Investments

  www.fidelity.com
  www.fidelity.com

Fidelity Investments Financial Services Representative Interview Questions

Updated Nov 19, 2014
Updated Nov 19, 2014
51 Interview Reviews

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1 person found this helpful  

Financial Services Representative Interview

Anonymous Interview Candidate in Westlake, TX
Anonymous Interview Candidate in Westlake, TX
Application Details

I applied online. The process took 4 weeksinterviewed at Fidelity Investments.

Interview Details

Starts with phone interviews followed by on-site interview with 2 managers. Then the Watson-Glaser test. Following this, a follow up phone interview in some cases.

Interview Questions
  • Nothing unexpected. Questions are typical like tell me about a time you went above and beyond for a customer, what makes you a good fit, etc...   Answer Question
Negotiation Details
No room for negotiation for this position.
Accepted Offer
Positive Experience
Average Interview

Other Interview Reviews for Fidelity Investments

  1.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Lots of behavior-based questions and you should always be prepared with several specific examples that tie to the basic behaviors/values that are identified in the job posting. Fidelity hires for potential, not necessarily for what you have right now. If you don't have at least a Bachelor's degree, it will be very hard to move anywhere within the company.

    Interview Questions
    Accepted Offer
  2.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeksinterviewed at Fidelity Investments.

    Interview Details

    Give and example of a time when you gave an exceptional customer service experience?
    Tell us about a time when you worked in a group/team?
    How have you handled a bad customer experience and what was the out come

    No Offer
    Neutral Experience
    Average Interview
  3.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Applied online, was contacted by a recruiter. Had a phone interview and an in person interview.

    Interview Questions
    Accepted Offer
    Average Interview
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  5.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Covington, KY
    Anonymous Interview Candidate in Covington, KY
    Application Details

    I applied online. The process took 3 weeksinterviewed at Fidelity Investments.

    Interview Details

    I was contacted by a recruiter and did a 20 minute phone interview first. She asked basic questions about my back ground and education. I then had an on site interview with 2 managers - one from the retail side and one from the 401k side (I interviewed for both positions at one time.) They asked me standard interview situational questions ("tell me about a time when...") I received an offer from them about a week later.

    Interview Questions
    • I did not have any questions that were difficult or unexpected. They did ask me about my study habits and how I knew I would be successful on the Series 7.   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  6.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Westlake, TX
    Anonymous Interview Candidate in Westlake, TX
    Application Details

    I applied through college or university. The process took a weekinterviewed at Fidelity Investments in October 2013.

    Interview Details

    Talked to Fidelity at my universities job fair. A week later I was contacted for my first interview

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  7.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 2 weeksinterviewed at Fidelity Investments.

    Interview Details

    Long and meaningless, they just try to prod the cattles through;

    Negotiation Details
    none, they said that they didn't negotiate but they did offer more to all the reps hired in later weeks;
    Accepted Offer
    Negative Experience
    Easy Interview
  8. 2 people found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Greenwood Village, CO
    Anonymous Interview Candidate in Greenwood Village, CO
    Application Details

    I applied online – interviewed at Fidelity Investments in September 2013.

    Interview Details

    I applied online via the Fidelity website. The online portion was simple enough. Next, I was given a pre-phone interview, which lasted about 20 minutes, followed a week later with the real phone interview that lasted a little under an hour. At the conclusion of the phone interview the interviewer told me I was not going to be called in for an in-person interview with the managers.

    Interview Questions
    • When they ask you about why you want to join Fidelity, they just want to hear everything that is on their website. So just go onto their website and start reading.   Answer Question
    No Offer
    Negative Experience
    Average Interview
  9. 5 people found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Jacksonville, FL
    Anonymous Interview Candidate in Jacksonville, FL
    Application Details

    I applied through college or university. The process took 2 weeksinterviewed at Fidelity Investments in March 2013.

    Interview Details

    Phone screening, followed by phone interview followed by in person interview. All questions are straight forward behavioral interview questions. ****Be sure to have TWO good answers for each question. They will ask a couple of the same questions in the phone and in person and expect to hear different responses. Also, be sure to have 4 or 5 good questions to ask them at the end both interview.

    Interview Questions
    • Describe a time you solved a problem? (They will ask this twice)   Answer Question
    • What is one question that you were expecting us to ask you, but we did not?
      (Be prepared to give a good response to this. It should be your best response considering you brought it up).
       
      Answer Question
    Negotiation Details
    No negotiation.
    Accepted Offer
    Positive Experience
    Average Interview
  10.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 4+ weeksinterviewed at Fidelity Investments.

    Interview Details

    First interview was conducted by phone which lasted between 30-40 minutes. Basic questioning i.e. why would you be a good fit? A few days later was called back to come in for an in-person interview. Went through a formal Q+A session and then was interviewed by two managers at once. Much more of the same questioning as the first time around i.e how can you add value to the team?

    Interview Questions
    • Describe a situation in which you had to act as a leader   Answer Question
    Declined Offer
    Average Interview

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 Former Financial Representative in Westlake, TX

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