Fidelity Investments

  www.fidelity.com
  www.fidelity.com

Fidelity Investments Interview Questions

Updated Nov 25, 2014
Updated Nov 25, 2014
650 Interview Reviews

Interview Experience

Interview Experience

66%
22%
10%

Getting an Interview

Getting an Interview

45%
16%
13%

Interview Difficulty

2.9
Average

Interview Difficulty

Hard

Average

Easy

Candidate Interview Reviews

Sort: Popular Date Difficulty
  1.  

    Project Manager Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Phone screen about my background and how I'd fit the position. It was then followed by an in-person interview. Met up with the hiring manager and went through standard interviewing questions. As expected, it is a financial company with very structured process. It will not fit well for people who like the flexibility or creativity in work.

    Interview Questions
    • Very straight forward question. No brain teaser or any sort.   Answer Question
    No Offer
  2.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Salt Lake City, UT
    Anonymous Interview Candidate in Salt Lake City, UT
    Application Details

    interviewed at Fidelity Investments in August 2014.

    Interview Details

    I have just had my initial interview, it was mostly behavioral questions to see how you would handle customer service situations. They are looking for people with good customer service skills. Be prepared to know about the series 7 and 63. They want you to be committed to the training.

    Interview Questions
    • When is a time that you have had to participate in a consultative conversation?   Answer Question
    Negotiation Details
    It was a phone interview. I got an offer to continue in to the next interview.
    Accepted Offer
    Positive Experience
    Average Interview
  3.  

    Transaction Processor Interview

    Anonymous Interview Candidate in Covington, KY
    Anonymous Interview Candidate in Covington, KY
    Application Details

    I applied online. The process took 5 weeksinterviewed at Fidelity Investments in August 2014.

    Interview Details

    I applied through indeed.com and got a call Veritude stating that they hiring people immediately. After a few e-mails of "prove it' assessments I finally got an interview set up. The day of the interview I had trouble finding the building. Out of the five or so people I was in contact with that day, I was really surprised how kind and helpful everyone was. Even the woman from Veritude who set up the interview was so nice and almost over-helpful. For my interview I recall thinking "this is my best interview yet" because of how comfortable I was and I was able to be myself. The man interviewing me exuded professionalism and no-nonsense, but at the same time was friendly. The interview questions were basic -greatest strength/weakness, -are you flexible with your schedule. Really no difficult questions if you come prepared and know what they're all about.

    Interview Questions
    Accepted Offer
    Positive Experience
    Average Interview
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5.  

    Financial Representative Interview

    Anonymous Interview Candidate in Jacksonville, FL
    Anonymous Interview Candidate in Jacksonville, FL
    Application Details

    I applied online – interviewed at Fidelity Investments in August 2014.

    Interview Details

    This review is to cover the initial 20 minute phone call with the recruiter. They are extremely transparent about what they can provide for you. He covered salary, benefits, and a very detailed schedule of the job. He expressed how hard the company worked for you to be successful. Training is 12 weeks from 8-5pm. One thing they don't put on the job posting is that you will be working in a call center, tied to a phone 90% of the day. You will also be given shifts that range between the hours of 7am-11pm Monday-Saturday. Night an weekend work required. This is a starting position and you can work your way up between 6-12 months. Most of the hiring is done internally. Everyone living with you (even if you are not dating/married) is required to move all of their investments over to Fidelity. If you have a live in-this may be a deal breaker for you.

    Interview Questions
    • They really look people passionate about finance. I don't know much, but they didn't seemed bothered. Why do you want to leave your job now? What do you like most about your job (they asked 3 separate times, looking for 3 different answers)? Can you work nights an weekends? What can we do for you, what are you looking for in a company?   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  6.  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – 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 Questions
    • 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
  7.  

    Brokerage Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 4+ weeksinterviewed 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 Questions
    • If I ask someone what they dont like about you, what I will supposed to hear from them?   Answer Question
    Accepted Offer
  8.  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    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 Questions
    • 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
    No Offer
  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    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 Questions
    • Questions were at par with what was expected of postion   Answer Question
    Negotiation Details
    N/A
    Accepted Offer
  10. 1 person found this helpful  

    Senior Software Engineer Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeksinterviewed 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 Questions
    • Mostly conversational, so specific technical questions   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  11. 2 people found this helpful  

    Financial Representative Interview

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

    I applied online. The process took 6 weeksinterviewed at Fidelity Investments in July 2014.

    Interview Details

    Three-tiered interview process, all with standard interview questions. Not too many curveballs. The first is a telephone interview with a recent hire who has one year's experience in the position applied for from the local office (and has transferred to HR). Second is with a senior HR manager and may be from another office located somewhere else in the US. If you pass both interviews, you'll get to tour the facility with a group of candidates. Get there 5-10 minutes early so you don't leave the group waiting. There will be a brief presentation about the company by a senior manager, followed by the tour and finally, an interview with two hiring managers.

    It was a great experience, that I unfortunately blew, as it was my first serious interview in a long time. I've applied numerous times since and will continue to apply until I get it, or something better. This had the feel of a great place to start a career.

    They were incredibly kind, helpful, and understanding. If you don't have a lot of experience in customer service, you probably won't get the job, though. If you're fresh out of college without a background as a CSR, work for a while in retail or another customer relations-job first.

    They are incredibly candid and helpful in letting you know precisely why they pass you over; and you'll have tons of time to prepare for the interview. Use it.

    Interview Questions
    • Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.   Answer Question
    No Offer
    Positive Experience
    Average Interview

See What Fidelity Investments Employees Are Saying

 Current Retirement Consulting in Boston, MA

Pros: “Real work for real clients Steady stream of project work Assigned internship supervisor/mentor Good support from supervisor and senior staff Good self study training modules to get you…” Full Review

Work at Fidelity Investments? Share Your Experiences

Fidelity Investments

 
Click to Rate
or

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.