Fidelity Investments

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  www.fidelity.com

Fidelity Investments Interview Questions

Updated Dec 10, 2014
Updated Dec 10, 2014
656 Interview Reviews

Interview Experience

Interview Experience

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Getting an Interview

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Candidate Interview Reviews

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  1.  

    Financial and Retirement Planning Associate Interview

    Anonymous Interview Candidate in Westlake, TX
    Anonymous Interview Candidate in Westlake, TX
    Application Details

    I applied through college or university. The process took 1+ weekinterviewed at Fidelity Investments in November 2014.

    Interview Details

    After an on campus mock interview, someone else called asking if I would interested in the position and then set up a longer phone interview with a recruiter. After speaking with the recruiter, an in person interview at the Westlake campus was set up the following week. At the campus, we were given an overview of the campus, the company and some benefits before an interview with two managers. After the interview, we had to take a skills and reasoning test to gauge success in passing Series 7 and 66 licensing. I was told I would be contacted in two weeks, but the recruiter called me the day after interviewing offering me the position and outlining the details of the position.

    Throughout the interview process, the questions were very standard behavioural based questions (e.g. tell me about a time when...). They also asked about my knowledge of the Series 7 and 66 exams, my motivation to earn them and my plan to study for them. The process was very straightforward with very friendly and helpful people.

    Interview Questions
    Declined Offer
    Positive Experience
    Average Interview
  2.  

    Account Executive Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral – interviewed at Fidelity Investments.

    Interview Details

    Good. Quick. The people are friendly and the staff was on top of things. The interview was to the point and they gave me all the answers to my questions.

    Interview Questions
    No Offer
    Neutral Experience
    Average Interview
  3.  

    Account Executive Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Varies considerably based on the manager interviewing you. Great performance helps but no guarantee. Sometimes they have their person but just need to post and interview for show. Typical of most big companies.

    Interview Questions
    Negotiation Details
    Sales position, set base, variable comp based on performance in comp plan.
    Accepted Offer
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  5. 1 person found this helpful  

    Associate Software Engineer Developer Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at Fidelity Investments.

    Interview Details

    Applied online and got a phone call in a week.
    On campus interview scheduled 2 days after.
    Interviewers were all nice. 2/3 were basic behavorial questions.
    The rest are technical questions. Straight forward, no trick.

    Interview Questions
    Accepted Offer
    Average Interview
  6. 1 person found this helpful  

    Associate Software Engineer Developer Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 4+ weeksinterviewed at Fidelity Investments.

    Interview Details

    3 rounds of interview. 1 technical and 2 HR round. Each of them went for 30 to 45 min of duration. After the interview process they usually take couple of days to let you know the results.

    Interview Questions
    • Technical round was easy. Asked for basic concepts of JAVA, Database Systems Algorithms and your coursework.
      HR asked questions related to projects that I worked upon and some behavioral question based upon a given situation.
       
      Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  7. 1 person found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    2 phone interviews followed by 1 in-person group interview and 1-on-1 interview with 2 managers. We met with 3 different employees in group environments and toured the facility as well as watching a video.

    Interview Questions
    • None were unexpected. Why Fidelity? What are your strengths and weaknesses?   Answer Question
    Negotiation Details
    Was told there was no negotiation on salary
    Accepted Offer
  8.  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 4 weeksinterviewed at Fidelity Investments.

    Interview Details

    Two phone interviews. The first is pretty informal, they make sure you are aware that the position is a call center position, and provide you with additional information about the job. There is a few basic questions about your previous experience.

    Second phone interview is more formal. Many "Tell me about a situation when you encountered ---, and how did you handle it. " Most of these are teamwork or customer service oriented.

    A face to face interview may be given after this second phone interview

    No Offer
    Average Interview
  9. 3 people found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    They first start with a phone interview and then if you make it through that they have you interview with other potential candidates in person. After your personal interview with 2 interviewers you take an assessment test to determine ability to pass the Series 7.

    Interview Questions
    Accepted Offer
  10.  

    Purchasing/Sourcing Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at Fidelity Investments.

    Interview Details

    I applied on line. A few days later, I got a phone call and then had a one-on-one interview. Within two days, I got an email inviting me back for an evening "meet and greet" session, set for the next week, which consisted of many candidates and several interviewers all in a conference room at one time. Everyone could feel the discomfort in the atmosphere. It was awkward, to say the least. During the session, the interviewers assured us someone would get back in touch with each of us by the end of the week (either way) and they did not do so. I happened to know a couple people who were also there as candidates and they have told me they did not hear anything afterward, either. Honestly... I am not impressed by this style of "interviewing" and now I feel the company lacks integrity because they did not do what they said they would do.

    Interview Questions
    • 1st interview = questions were standard behavioral questions.   View Answer
    No Offer
    Negative Experience
    Average Interview
  11.  

    Actuarial Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    i had an interview for the actuarial associate with 2 interviewees. I do not think they are fully prepared. They just asked me some basic resume staff, and they were done, maybe because they are not interested in me. I think they expect you to talk about your exam preparation process and how you are preparing for the coming one.

    Interview Questions
    No Offer

See What Fidelity Investments Employees Are Saying

1 person found this helpful

 Former Vice President/Senior Account Executive

Pros: “Good place to build your career in financial services because of the training, structure, pay, and benefits. Good brand recognition from customers, but this can turn into a negative if you…” Full Review

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