Fidelity Investments

  www.fidelity.com
  www.fidelity.com

Fidelity Investments Interview Questions

Updated Dec 11, 2014
Updated Dec 11, 2014
657 Interview Reviews

Interview Experience

Interview Experience

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22%
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Getting an Interview

Getting an Interview

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Interview Difficulty

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Candidate Interview Reviews

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  1.  

    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
  2.  

    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
  3.  

    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
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  5.  

    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
  6. 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
  7. 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
  8.  

    User Experience Design Inern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    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 Questions
    • They didn't really ask questions, they mostly wanted to hear your thinking process.   Answer Question
    Accepted Offer
  9.  

    Sales Manager Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took a weekinterviewed at Fidelity Investments in July 2014.

    Interview Details

    Interview process was very standard. Interview basically asked questions regarding your resume. He went through the list one by one. Was not very difficult. The only difficult part was when he gives you a scenario and asks you what you would do in in that case.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  10.  

    SYSTEMS SERVICES and SUPPORT ANALYST Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

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

    Interview Details

    Interviewer was ok. Said there would be a next step either second phone interview or f2f. A few weeks went by and nothing. Finally called recruiter and was told job was offered to former employee.

    Interview Questions
    No Offer
    Easy Interview
  11.  

    Customer Service Associate Interview

    Anonymous Interview Candidate in Albuquerque, NM
    Anonymous Interview Candidate in Albuquerque, NM
    Application Details

    I applied online. The process took 2 weeksinterviewed at Fidelity Investments in July 2014.

    Interview Details

    Do your research on company most questions relate to what you know about the company. Keep in mind, this is a group setting, your interviewing with other potential candidates, so do your best to stand out without looking like your in a competition, here's your chance to show your a team player as well.

    Interview Questions
    • The most difficult for me was when I was asked, "Why, I left (a very good position) the job I had prior to this". Truth is, I had a very bad experience with my ex-boss, and had a hard time working in the conditions I was put in. Being honest is important and it was difficult to be professional and honest without throwing my ex boss under the bus. I answered the best and as honestly as I could, and they appreciated that.   Answer Question
    Reasons for Declining

    I was hired at another company I applied for prior to. However, I would gladly work for Fidelity if I wasn't employed

    Declined Offer
    Positive Experience
    Average Interview

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