Fidelity Investments
3.4 of 5 1,547 reviews
www.fidelity.com Boston, MA 5000+ Employees

Fidelity Investments Interview Questions & Reviews

Updated Apr 10, 2014
All Interviews Received Offers

Getting the Interview 

45%
15%
14%

Interview Experience 

64%
24%
10%

Interview Difficulty 

507 candidate interviews
Relevance Date Difficulty
in
1 person found this helpful

Declined Offer

Neutral Experience

Difficult Interview

Customer Service Representative Interview

Anonymous Interview Candidate
Morrisville, NC

I applied through a recruiter and the process took 2+ weeks - interviewed at Fidelity Investments in September 2013.

Interview Details – You are first contacted by a recruiter from Veritude. They are very personable. They prepare you for the 2 hour interview process. Fidelity presents you with a Powerpoint demo about the company in a board room with about 6-10 other candidates. You are then taken one by one into a smaller room with 2 members of management for a 45 minute interview.

Reason for Declining – The offered schedule was 12pm to 830pm EST

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Accepted Offer

Positive Experience

Average Interview

Manager Interview

Anonymous Employee

I applied online and the process took 4+ weeks - interviewed at Fidelity Investments.

Interview Details – Two phone interviews and one in person. Process is rather speedy and they do back in touch with you which is great. They will discuss change, team work, technical abilities and feedback.

Negotiation Details – We did not

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1 person found this helpful

Accepted Offer

Positive Experience

Average Interview

Financial Representative Interview

Anonymous Employee
Jacksonville, FL

I applied online and the process took 4+ weeks - interviewed at Fidelity Investments in January 2010.

Interview Details – Applied online, got phone interview, got onsite interview, got offer 2 days later. Interview was conducted by middle management who seemed really important at the time, but I now make more than both of them and know more about finance than both of them after 3 years, so don't be intimidated.

Interview Question – Straight forward interview, no tricks.   Answer Question

Negotiation Details – Non-negotiable. Starting salary is $35k unless you have experience, but don't let that deter you because by year two I cleared $55k and year 3 I hit $70k. Lots of OT and bonuses. Bonuses are driven by customer surveys, not any type of commissions or sales tactics so they are pretty reliable.

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No Offer

Neutral Experience

Systems Analyst - LEAP Interview

Anonymous Interview Candidate

Interviewed at Fidelity Investments

Interview Details – Interview went very well. One technical interview (UML, OOP, etc.). Two behavioral based interviews.

Interview Question – What color is money?   Answer Question

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No Offer

Neutral Experience

Associate Software Engineer Developer Interview

Anonymous Interview Candidate

Interviewed at Fidelity Investments

Interview Details – Got a email for scheduled phone interview

Interview Question – What would you do , if you face a difficult situation ?   Answer Question

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Accepted Offer

Positive Experience

Average Interview

Director Interview

Anonymous Employee
Boston, MA

I applied online and the process took 2 weeks - interviewed at Fidelity Investments in May 2012.

Interview Details – HR is the first line of review. Next comes the group that does the hiring. The process was very quick for me, a total of 2 weeks.

Interview Question – All of the questions were reasonable and expected.   Answer Question

Negotiation Details – I got an offer. I gave a counter offer and it was accepted.

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2 people found this helpful

Accepted Offer

Positive Experience

Easy Interview

Financial Representative Interview

Anonymous Employee
Westlake, TX

I applied through college or university and the process took 5 months - interviewed at Fidelity Investments in March 2014.

Interview Details – First you get a phone call stating basic job description and pay then you get another phone call where they do a screening on you. if you pass that you get a phone interview for about an hour where they ask alot of behavioral based questions. if you pass this then they invite you for a face to face interview. this interview consists of a 30 minute powerpoint presentation of the company and the career opportunities within it, then you get a tour of the facility with 2 of the current financial representatives. they then call your name out and you go with 2 managers where they interview you. the questions asked in this were pretty much exactly the same as the ones asked in phone interview. the key to do well here is answer with detailed specific examples and explain thoroughly without answering around the question. after this interview you have to take a critical thinking test for about 30 mins- an hour (you get as much time as you need). I got a call 3 days later with a job offer. the overall process was great, my recruiter was more my advocate and answered all my questions thoroughly and guided me through the process.

Interview Question – just the usual behavioral questions   Answer Question

Negotiation Details – no negotiation.

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3 people found this helpful

Accepted Offer

Positive Experience

Difficult Interview

Financial Customer Associate Interview

Anonymous Employee

I applied online and the process took 4 weeks - interviewed at Fidelity Investments in March 2013.

Interview Details – Intro of Company 30 min ppt presentation with sr. mgr
15 min. with person in current role q and a
1hr. mgrs. in groups of 2 call your name and take you into a room and fire off questions...they alternate back and forth

Interview Question – tell me about a time when you gave excellent customer service
tell me about a time a change was made to a policy and how you adapted
tell me about a time when you received excellent customer service
what are the responsibilities of this role/day in the life
why fidelity
why should we hire you over other candidates
where do you see yourself in 5, 10 years
tell me about a time when you were coached by your mgr and disagreed with him/her
tell me about a time that you had to solve a problem
tell me about a time that you worked in a group, showed leadership
how did you motivate others to participate
  Answer Question

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Accepted Offer

Positive Experience

Average Interview

Senior Executive Secretary Interview

Anonymous Employee
Boston, MA

I applied online and the process took 4+ weeks - interviewed at Fidelity Investments in January 2010.

Interview Details – I submitted through Monster.com for a job in Boston while living out of state. A recruiter called me and briefly described the position and asked a few questions. She asked if I would be coming to Boston anytime soon so that I could have a personal interview. It happened that I was coming to Boston in 3 weeks, so we set the interview up at my convenience.

Interview Question – This question came from one of the hiring managers. How would I break into the "admin network".   View Answer

Negotiation Details – No real negotiations took place. They called and offered me the position at XXX salary and I accepted.

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Accepted Offer

Positive Experience

Very Easy Interview

Benefits Associate Interview

Anonymous Employee
Merrimack, NH

I applied online and the process took 3 weeks - interviewed at Fidelity Investments in August 2010.

Interview Details – Online application, did two interviews in one day. One with an HR rep, then another with two hiring managers. Very easy interview all behavioral based questions. They generally hire for lower level positions in fairly large classes I think there were about 40 in mine so they can fill a class room.

Negotiation Details – no negotiation

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Glassdoor is your free inside look at Fidelity Investments interview questions and advice. All 507 interview reviews posted anonymously by Fidelity Investments employees and interview candidates.