Fidelity Investments
3.4 of 5 1,693 reviews
www.fidelity.com Boston, MA 5000+ Employees

Fidelity Investments Interview Questions & Reviews

Updated Jul 4, 2014
All Interviews Received Offers

Getting the Interview 

45%
15%
14%

Interview Experience 

64%
24%
10%

Interview Difficulty 

Average Difficulty
549 candidate interviews
in

Accepted Offer

Positive Experience

Difficult Interview

Retirement Solutions Representative Interview

Retirement Solutions Representative
Westlake, TX

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

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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

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No Offer

Positive Experience

Average Interview

Senior Manager Interview

Senior Manager

I applied through a recruiter and the process took 2+ weeks - interviewed at Fidelity Investments in June 2014.

Interview Details – Competency based interview with questions around operational management and Agile Approach. First interview with Hiring Manager, then further interview with other Manager and HR. First interview fairly short (30 min).

Interview Question – No very difficult questions   Answer Question

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Accepted Offer

Neutral Experience

User Experience Design Inern Interview

User Experience Design Inern

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

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No Offer

Neutral Experience

Difficult Interview

Financial Services Representative Interview

Financial Services Representative
Englewood, CO

I applied online and the process took 4+ weeks - interviewed at Fidelity Investments in September 2012.

Interview Details – First interview on phone was pretty easy. Then they take a group of 15-20 interviewees together and give them a tour of the office and a presentation on the company, then each candidate is called one by one to have a private interview with two HR employees of the company. After the interview, the candidates are taken to the same room to complete an aptitude test.

Interview Question – I hadn't had much sales or customer service experience, so when they asked about some examples for those I was kinda screwed. Other than those, I probably would've done better and been in the running for a position.   Answer Question

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Accepted Offer

Positive Experience

Difficult Interview

Retirement Solutions Representative Interview

Retirement Solutions Representative

I applied online - interviewed at Fidelity Investments in January 2014.

Interview Details – Communication started with phone call to send information to my email address. I was contacted several times bystaffing consultants. had a quick interview initially that seemed more like an introduction, lasted maybe 15 minutes. I was told I would be contacted within a week for a follow up interview. the second and final interview was a 2:1 with two managers. The interview didn't last longer than 30 minutes and I followed up with questions for the last 20 minutes.

Interview Question – Pretty general all based on behavior   Answer Question

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Accepted Offer

Positive Experience

Difficult Interview

Business Analyst Consultant Interview

Business Analyst Consultant
Bangalore (India)

I applied through a staffing agency and the process took 4+ weeks - interviewed at Fidelity Investments in November 2012.

Interview Details – Hiring involved about 4 rounds of conversation including one face-to-face round at their office in Bangalore; initial rounds were over telephone.
Questions asked were relatively straight and of the expected kind in that they were closely related to the role that I was being interviewed for.
Questions also tested my expertise gathered from my earlier experience.
No skewed, tricky or IQ testing questions. Overall interview conversation very role-centric.

Negotiation Details – The compensation negotiation phase was more or less crisp and short - spread over 2 conversations. what they had initially offered was pretty much close to what I was expecting. They also offered relocation & airfare expenses for my spouse too which, though, is par course.

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Accepted Offer

Positive Experience

Difficult Interview

Principal Technology Risk Analyst Interview

Principal Technology Risk Analyst
Durham, NC

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

Interview Details – Excellent process on HR's end of things. They had relevant details, described the business and the job role in sufficient detail. Their follow through on call-backs and updates is by far the best I've ever experienced.

Interview Question – Why was I looking to return to a corporate position after having my own business?   Answer Question

Negotiation Details – The only negotiations were with the start date. Otherwise the offer was solid and the benefits spot on and so I accepted.

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Accepted Offer

Positive Experience

Average Interview

Director of Finance Interview

Director of Finance
Boston, MA

I applied online and the process took 2+ months - interviewed at Fidelity Investments in October 2010.

Interview Details – The hiring process seems to take forever. I had three phone screen interviews (HR, Hiring Manager and Group VP) and then in-office interviews with six people (Hiring Manager, Group VP and 4 co-workers). The offer came in about a month after the interviews started but I had submitted the application 6 weeks prior to that. It felt like a long process.

Interview Question – N/A - interview questions were pretty straight forward. Mostly behavioral questions.   Answer Question

Negotiation Details – Salary and benefits are pretty well locked down but you can negotiate some flexibility in vacation if you already had it planned.

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Accepted Offer

Neutral Experience

Average Interview

Customer Service Associate I Interview

Customer Service Associate I
Albuquerque, NM

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

Interview Details – They do a background check, phone interview, and you physical interview allows for a site introduction and interview with three managers. They have security and you have to sign in with them and get a visitor badge. Oh and the facility is out in the middle of nowhere.

Interview Question – Ask what a typical day is like for a customer associate?   Answer Question

Negotiation Details – No negotiation allowed.

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