Fidelity Investments Interview Questions & Reviews
Getting an Interview
- Popular Job Titles:
- Financial Representative (83)
- Financial Services Representative (42)
- Customer Service Representative (22)
- Analyst (18)
- Software Engineer/Developer (14)
- Intern (10)
- Equity Research Associate (9)
- Technical Intern (8)
- Senior Software Engineer (7)
- Financial Analyst (7)
- Fund Accounting Analyst (7)
- Associate (6)
- Software Engineer (5)
- Systems Analyst (5)
- Graduate Trainee Engineer (5)
- Research Analyst (5)
- Vice President (5)
- Manager (5)
- Quality Assurance Engineer (4)
- Financial Advisor (4)
- Director (4)
- LEAP Program (4)
- Corporate Finance Intern (3)
- Associate Software Engineer Developer (3)
- Retirement Solutions Representative (3)
- Defined Contributions Representative II (3)
- Project Manager (3)
- IT Project Manager (3)
- Investments Representative (3)
- Software Developer (3)
Financial Consultant Interview (Positive Experience; Average Interview)
I applied online - interviewed at Fidelity Investments in May 2013.
Interview Details – Hiring process was quick. I received a phone call a few days after I applied and I was scheduled for a phone interview. 2 days later I was scheduled for on-site interview.
Interview Question – Nothing difficult Answer Question
Negotiation Details – no negotiation
Senior Audit Analyst Interview (Negative Experience; Easy Interview)
I applied through college or university and the process took 1+ week - interviewed at Fidelity Investments in March 2012.
Interview Details – Lady had a negative attitude when interviewing for an audit position. Didn't seem to care at all about my resume; seemed to be in a hurry and not interested whatsoever.
Interview Question – Why aren't you applying to finance jobs if you're a finance major? View Answer
Financial Representative Interview (Positive Experience; Easy Interview)
I applied online and the process took 2 weeks - interviewed at Fidelity Investments in March 2014.
Interview Details – You are greeted by two people in HR that take you on a tour of the campus. Bring your resume because they take two copies to give to the managers that will be interviewing you. You learn about the company and then get taken to another room to do your interview with two managers. After that you are taken to another room to take a critical thinking test. Got a call later that day to inform me how the interview went.
Interview Question – One of the managers asked if I would recommend he go to Harvard or Yale. He was looking to see how well I could ask questions to identify which one would better fit his situation. Answer Question
Negotiation Details – I did not negotiate because I was happy with the offer.
Customer Service Associate I Interview (Positive Experience; Easy Interview)
I applied online and the process took 4+ weeks - interviewed at Fidelity Investments in April 2014.
Interview Details – Two phone interviews. One short one to get information and another hour long one that went over typical interview questions. Straight forward and not a lot of pressure. Asked questions about experience and how you handle workplace situations. Don't need a total understanding of investing. More focused on communication skills and how you deal with people. Then hour long face to face interview. Group of 10 that gets a powerpoint presentation then break into one on one or one on two interview. Similar questions as in phone interview but more situational to dealing with clients and team members.
Interview Question – Ask what you would do if someone called who was upset about a previous experience trying to get a hardship loan and was denied of had a negative experience in general. Answer Question
Brokerage Services Representative Interview (Neutral Experience)
I applied online and the process took 4+ weeks - interviewed at Fidelity Investments.
Interview Details – Started as a temp and hired by Veritude. I had a phone interview with Veritude representative and then only one interview in person with SMP vice president. It was an hour long interview and asked some technical/informative questions about Finance and Fixed income.
Interview Question – If I ask someone what they dont like about you, what I will supposed to hear from them? Answer Question
Financial Representative Interview (Neutral Experience)
Interviewed at Fidelity Investments
Interview Details – Contacted by internal staffing recruiter. 30 minute phone call with basic fit / personality questions. They just want to get to know more about your background and communication skills. Set up 1 on 1 interview with branch manager and now waiting for second round panel interview.
Interview Question – No difficult questions. Basic why do you want to work in this position and why Fidelity? Come prepared with good questions about career path and the job you applied for. Be ready to give examples for questions like " what was your greatest challenge in xxx job." Look over the Fidelity website, read their research, and check out the products they offer. Answer Question
Financial Advisor Interview (Neutral Experience)
Interviewed at Fidelity Investments
Interview Details – Okay Interview. The interviw was an okay interview. The interview process involved several rounds of interview with different department managers. Questions asked were at par with level of position applied for.
Interview Question – Questions were at par with what was expected of postion Answer Question
Negotiation Details – N/A
Very Easy Interview
Senior Software Engineer Interview (Positive Experience; Very Easy Interview)
I applied online and the process took 2 weeks - interviewed at Fidelity Investments.
Interview Details – Process took 2 weeks with Inital Telephone call with recruiter, two 30 mins telephone calls with the Managers. Very easy, they try to understand our interest and see the job fit
Interview Question – Mostly conversational, so specific technical questions Answer Question
Retirement Solutions Representative Interview (Positive Experience; Difficult Interview)
I applied online and the process took 4 weeks - interviewed at Fidelity Investments in March 2014.
Interview Details – You go through a phone interview and an in-person interview. Both are behavioral. The phone interview takes about 45 minutes in total. The human resources department will get back to you shortly after to notify you if you have made it to the next round of in-person interviews. The in-person interview takes about 2.5 hours in total. You take a tour of the facility and go through a PowerPoint presentation about Fidelity. After this you go into an interview with two managers from the department you're applying for. Once again this is a behavioral interview. After the interview human resources will let you know if you have been offered the job or not.
Interview Question – Your boss needs your help on an important matter, you are currently on the phone with a customer, and you are supposed to call another customer back in 15 minutes. All three matters are important, how do you satisfy all three situations? Answer Question
User Experience Design Inern Interview (Neutral Experience)
Interviewed at Fidelity Investments
Interview Details – It was an all day interview (roughly starting at 9am to 4pm) and talked to a total of five people for about half an hour each. We also had lunch together with the rest of the team.
Interview Question – They didn't really ask questions, they mostly wanted to hear your thinking process. Answer Question
Interviews for Top Jobs at Fidelity Investments