Fidelity Investments Interview Questions & Reviews
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Updated Feb 9, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 165 ratings 
“Average” Interview
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Interview Experience [?] Based on 165 ratings
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| 1–10 of 165 Fidelity Investments Interviews | Sort by |
Financial Representative at Fidelity Investments
Posted Feb 9, 2012
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4.0
Difficult Interview
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Overall Negative Experience
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Received and Declined Offer
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Interviewed Jan 2012 (took 1+ week)
I applied at a job fair, and afterwards I received a phone call requesting an interview over the phone. The first phone call discussed the position and pay, which was $35k plus benefits, and a $2k raise after getting series 7 and 63 licenses. I told him I would "think about it" (I wasn't really interested). I talked with HR again and said yes, and he described what would have to be done to join Fidelity, such as transferring my investments. He explained that shifts could not be moved, and you were stuck with what you were assigned.
The next interview was about a week later and was a personality test. It was supposed to be an hour long, but it lasted 70 minutes. The questions included "What kind of Sales experience do you have? Give an example," "What kind of leadership have you shown? Give an example," and "Talk about a team position and how you contributed." They wanted specific details about each example, but not "too specific." The HR interviewer was not very clear about this, but I can guess they want enough detail to see how you helped, but not too much detail to bog them down (my interviewer wasn't very smart - she didn't know much about finance, amongst other subjects). I also had no sales experience, and I could tell from the beginning she wasn't favorably disposed to me, but I also did ask about transferring into other positions after a while (research). If you want this job, don't ask about transferring. You better really want to be an Investment monkey in a call center.
Interview Questions
Other Details
The interview consisted of a Phone Interview and a Personality Test.
More Fidelity Investments Financial Representative Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Equity Research Associate at Fidelity Investments
Posted Feb 4, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Feb 2011 (took a day)
The interviewer asked questions about the background motivation and some technical questions related to CAPM. Also asked about factors that might be indicative of the industrial trends.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview.
More Fidelity Investments Equity Research Associate Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Technology at Fidelity Investments
Posted Jan 13, 2012
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2.0
Easy Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Mar 2010 (took a day)
Slow moving review process
mutliple interviews with hiring mgr
slow response time
Interview Questions
Negotiation Details
Not really able to negotiate anything
Other Details
I applied In-Person and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Finance at Fidelity Investments
Posted Jan 11, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Sep 2010 (took 2 weeks)
Had two separate interviews, about 2 weeks apart. The first was an interview with 2 employees. Typical questions: walk us through your resume, tell me about a time when..., tell us about your short and long term goals. One question that wasn't typical: "Which financial statement do you think is the most important and why?" Second interview day consisted of 4-5, 1:1: interviews each lasting about an hour. Similar questions to first interview with more focus on "Why should we hire you" and "Why do you want this job, specifically?"
Interview Questions
Other Details
The interview consisted of a 1:1 Interview and a Group/Panel Interview.
More Fidelity Investments Finance Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Pricing Manager at Fidelity Investments
Posted Jan 11, 2012
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2.0
Easy Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Jun 2011 in Westlake, TX (took 3 days)
I was asked about the financial products I've worked on. My leadership skill as well as my understanding of the financial markets as a whole.
Interview Questions
Negotiation Details
No
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Investment Consultant at Fidelity Investments
Posted Jan 11, 2012
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2.0
Easy Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Dec 2011 (took 1+ week)
First had a phone interview that led to a group interview. Firm called back within a few days and extended an offer. Offer included a sign on bonus and first two months of increased compensation.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, a Skills Test, a Personality Test, a Drug Test and a Background Check.
More Fidelity Investments Investment Consultant Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Systems Analyst at Fidelity Investments
Posted Jan 9, 2012
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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 Jan 2012 (took 3 days)
Phone interview with a HR Manager, Then three different interviews with people in the company. Manly behavior interviews, then took a test.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview, a 1:1 Interview and an IQ/Intelligence Test.
More Fidelity Investments Systems Analyst Interviews
Helpful Interview?
Yes |
No
Inappropriate?
LEAP Program - Software Engineer at Fidelity Investments
Posted Dec 20, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Nov 2011 in Boston, MA (took a day)
Sent me an email asking if they could give me a call. I hesitate to define the phone call as an interview, they more or less just wanted to see if I was interested. They invited me to come in to their Boston office for interviews. There were about 8 other candidates, all of them also applying to the software engineering track of the leap program. There were 3, 30 minute interviews..two were with projects managers, one of which was with a software engineer. No technical questions were asked; lots of "What was a time where you took a leadership role?", "What was one of your hardest objects you've overcome?" type questions. It felt like I was answering the same questions over and over in the 3 different interviews. I talked in depth about projects I have done and some of my favorite CS courses and that seemed to please the interviewer (and may be why they asked me no technical questions) so I would recommend doing that. If you are going in for an interview have examples of when you led a group project ready..you're gunna need them. Also they gave me a free umbrella, so thats nice.
Interview Questions
Negotiation Details
I did not, might be a little room in the signing bonus tho
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Marketing Manager at Fidelity Investments
Posted Dec 18, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Jul 2011 (took 5 days)
Telephone interview with constructive feedback prior to onsite. Very structured & buttoned up.. Avoid resume repetition. Be creative & innovative with progressive ideas. Dislike verbosity. Utmost integrity required over skills. Will train. Conservative. Team player & participating contributor. Opportunity to be a star! Progressive with limited risk tolerance. Balance respected in personal and work life. Many personal benefits and growth opportunities.
Interview Questions
Reason for Declining
Salary too low. Would have to relocate to achieve potential.
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, a Skills Test, a Personality Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Legal Counsel at Fidelity Investments
Posted Dec 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 Jun 2010 in Boston, MA (took 2 days)
A friend referred me to one of their senior employment counsel. We met twice.
Interview Questions
Other Details
I got the interview through an Employee Referral.
Helpful Interview?
Yes |
No
Inappropriate?
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