Fidelity Investments

  www.fidelity.com
Work in HR? Unlock Free Profile

Fidelity Investments Interview Questions & Reviews

Updated Jul 26, 2014
All Interviews Received Offers

Getting an Interview  

45%
14%
14%

Interview Experience  

64%
24%
10%

Interview Difficulty  

Average Difficulty
562 candidate interviews
Relevance Date Difficulty
in

Accepted Offer

Neutral Experience

Financial Representative Interview

Financial Representative

I applied online and interviewed at Fidelity Investments.

Interview Details – What I experience:

First, an informational call with description of job responsibilities to see if you are a good fit. Second, I had an phone interview with one of the HR workers, and after the same interview I was invited to come in to meet with the managers on site. Then after the face-to-face interview with in a day I got the call for an offer. Not took long for everything, if anything I made the process longer because I was interested in different locations.

Interview Question – All straight forward situational questions. Just try to tell stories that about your personal goals, education, and work experience that relate to Fidelity's values/job requirements . Customer service excellence is HUGE!   Answer Question

Negotiation Details – No negotiation. Entry level.


Accepted Offer

Positive Experience

Easy Interview

Financial Representative Interview

Financial Representative
Covington, KY

I applied online and the process took 3 weeks - interviewed at Fidelity Investments in July 2014.

Interview Details – 2 telephone interviews with HR and recruiter. One on one in person interview with 2 department managers. The 3rd interview begins with an overview of the company, the site and the position you are applying for. After the overview is the actual interview, with 2 hiring managers

Interview Question – What was the best customer experience you have had ?   Answer Question

Negotiation Details – Know the culture of the site and the company. Be prepared. This is an entry level position with many opportunities for growth. You are receiving paid training, and this is a phone job.


Accepted Offer

Positive Experience

Average Interview

Financial Consultant Interview

Financial Consultant
Baltimore, MD

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


No Offer

Negative Experience

Easy Interview

Senior Audit Analyst Interview

Senior Audit Analyst
Boston, MA

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


Accepted Offer

Positive Experience

Easy Interview

Financial Representative Interview

Financial Representative
Merrimack, NH

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.


No Offer

Positive Experience

Easy Interview

Customer Service Associate I Interview

Customer Service Associate I

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


Accepted Offer

Neutral Experience

Brokerage Services Representative Interview

Brokerage Services Representative

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


Accepted Offer

Neutral Experience

Financial Advisor Interview

Financial Advisor

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


No Offer

Neutral Experience

Financial Representative Interview

Financial Representative

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


1 person found this helpful

No Offer

Positive Experience

Very Easy Interview

Senior Software Engineer Interview

Senior Software Engineer

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

Worked for Fidelity Investments? Contribute to the Community!

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.