Fidelity Investments Interview Questions & Reviews in Salt Lake City, UT Area
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Updated Dec 15, 2011 – Interview questions and reviews posted anonymously by interview candidates.
Ratings are reflective of location and job title.
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Difficulty Rating [?] Based on 10 ratings 
“Average” Interview
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Interview Experience [?] Based on 10 ratings
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Financial Services Representative at Fidelity Investments
Posted Dec 15, 2011
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Nov 2011 in Salt Lake City, UT (took 1+ week)
First off, knowing someone who works at Fidelity is almost a must. That is the reason that I got an interview, at least that's what I think. I attended an information session, hosted by Fidelity, at the University which also was supposed to give my application priority in the screening process. 1 week or so after attending the information session and submitting my application I got an email from staffing wanting to schedule a phone interview. This phone interview was done in 2 sessions. The first session went over the details about the job and compensation. I then scheduled another phone interview for a couple days later. During the 2nd interview I was asked questions like, "Tell me about a time when...." and "What does excellent customer service mean to you?" After this interview I then scheduled to go in for a face to face interview that same week. This interview starts off in a group setting. There were around 8 of us interviewing. They ask you to wear a suit. The first hour you watch a video with someone in upper management and go over some slides about the company lifestyle. You also listen to a phone call to see what it is like to be on the phones. A rep then comes in and answers questions about the job. Managers then came in groups of 2 for the interview. This interview took about an 40 minutes or so. The same type of questions were asked that were in the 2nd phone interview. I was then taken on a short tour of the different departments. The final hour was used to take an intelligence test. The questions consisted of deductive reasoning and logic testing. Not too difficult.
I was then called 2 days later from staffing informing me that they were going to extend me an offer for the job.
Interview Questions
Other Details
The interview consisted of a Phone Interview, an IQ/Intelligence Test, a Skills Test, a Drug Test and a Background Check.
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Financial Representative at Fidelity Investments
Posted Nov 28, 2011 — 1 of 1 people found this helpful
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Nov 2011 in Salt Lake City, UT (took 8 months)
A month or two after I applied online, I was contacted by Fidelity through email. The email established a date and time I would be contacted via telephone by a representative from Fidelity. In the call (which I received around 2 months after my application submission), the representative told me the details of the job: employment specifics, salary, hiring dates etc. After she outlined the details of the work, she asked whether or not I was prepared for a phone interview. I agreed to take it. After giving me the behavioral-based interview, the interviewer reviewed the interview with me to tell me the places where my responses could be strengthened. After the interview she said she would stay in touch with me and let me know more details about a hiring date.
Periodically throughout the next few months the Fidelity representative would contact me with updates on potential hiring dates. The periodic updates continued for four or five months without any date coming to fruition. Finally, I was contacted with an set hiring date and was given the details of when and where to for an in-person interview.
On the day of the interview I arrived at the Fidelity office. There were 8-10 people in the interview group with me. We were greeted by a woman who took attendance, then escorted us upstairs to a conference room. In the conference room we were shown a slideshow detailing the company, salary and benefits. After, another representative met with us to discuss the work itself. Finally, a manager of the position we were applying for came to answer any questions we had.
At the end of the presentation around 20 managers came in to the room. Each candidate was escorted out of by two of the managers. The two managers assigned to me gave me a short tour of the floor we were on and then took me to a small conference room. In the conference room I had a 2:1 interview. The questions were very similar to the questions I had received during my phone interview.
After the interview, I was shown around a few of the floors by the managers, then I was taken to another conference room on the base level where I took a test. After that I was free to leave.
About 3 days later I received a call from the first representative I had been in contact with over the months of the process who notified me that I had been hired.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Presentation, an IQ/Intelligence Test, a Skills Test, a Drug Test and a Background Check.
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Financial Services Representative at Fidelity Investments
Posted Jun 14, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jun 2011 in Salt Lake City, UT (took 4+ weeks)
Received a call from a recruiter that had received my resume from a job posting. The screening to 50 minutes and had several behavioral based questions. She said that it was important to be energetic and enthusiastic for the on-site interview. The on-site interview was just as described by others. A information session followed by a 1:2 interview and the Watson-Glaser test. The recruiter called the next day to let me know I would receive an offer within a week.
Interview Questions
Negotiation Details
Know that there are a lot of opportunities within the company and is a great starting point for someone looking to get in the industry.
Other Details
The interview consisted of an IQ/Intelligence Test, a 1:1 Interview and a Phone Interview.
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Financial Representative at Fidelity Investments
Posted May 19, 2011
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed May 2011 in Salt Lake City, UT (took 3 weeks)
The process was long. You'll get a call and they will set up a time for a phone interview. The phone interview begins with general information about Fidelity and the position, then 3-4 behavioral questions about your customer service experience. The phone interviewer, regardless of how well you answered the questions will set up a time for an onsite interview. The onsite interview begins with a presentation, then a short tour, then a 1:2 interview, and finally the Watson Glaser test. The interviewers were nice and helped out when you struggle with one of the behavioral questions. Based on the tour, the premise was very clean, the employees seemed happy, and it looked like a great place to work. You'll receive a phone call within one week with either an offer or a rejection.
Other Details
I got the interview through a College or University and the interview consisted of an IQ/Intelligence Test, a Presentation, a 1:1 Interview and a Phone Interview.
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Financial Representative at Fidelity Investments
Posted May 11, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Apr 2011 in Salt Lake City, UT (took 4 weeks)
They began with a 30 minute phone interview, which they ask different questions looking for examples of when you dealt with customers with examples. They were really friendly. After that there was a in person interview at the office where they go over a little bit more about Fidelity and different benefits. They then had someone who works in the position come in so the group could ask questions about what it is like to work there.
From there different managers came in and there were two per applicant. They then toured the facility and had the final interview. Again they are looking for examples of when you have dealt with customers and situations on what you would do in different situations. Make sure you stress how important customer service is.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Background Check, a Drug Test, an IQ/Intelligence Test, a Group/Panel Interview and a Phone Interview.
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Fund Accounting Analyst at Fidelity Investments
Posted Jan 25, 2011 — 1 of 1 people found this helpful
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Aug 2010 in West Valley City, UT (took 2 days)
I got a email from HR requesting a phone interview. Talked with the HR representative for about 30 minutes. She then emailed me back to come interview with the managers. I interviewed with 3 managers 30 min each. It wasn't too bad. All managers were friendly and not so intimidating. Talked a little about my self and they asked me questions like why they should hire me. A few technical questions, nothing out of the ordinary. Most of the interview they were talking about the job itself.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview and a Drug Test.
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Helpful Interview?
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Financial Services Representative at Fidelity Investments
Posted Nov 29, 2010 — 1 of 1 people found this helpful
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Oct 2010 in Salt Lake City, UT (took 1 week)
Applied online, contacted by a recruiter to set up phone interview. After phone interview asked to come down in person for an interview. It lasted around three hours where they gave a presentation, tour, interview and test.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, an IQ/Intelligence Test and a Background Check.
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Financial Representative at Fidelity Investments
Posted Aug 2, 2010
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1.0
Very Easy Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed May 2010 in Salt Lake City, UT (took 2 days)
Basic questions, introducing myself and learning more about the position available.
Other Details
The interview consisted of a Phone Interview.
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Financial Services Representative at Fidelity Investments
Posted Feb 4, 2010 — 1 of 1 people found this helpful
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jan 2010 in Salt Lake City, UT (took 4+ weeks)
Applied by emailing resume after seeing job posting. They call a couple weeks later and setup a time for a phone interview. The phone interview was your typical interview with lots of "name a time when..." questions. Be confident with your answers and don't act nervous. That's the most important thing. As long as your answers are related then they will work, but they must be real because they like to ask follow up questions. At the end of the interview she told me I did well enough to come in for a 2nd interview about 3 weeks later. There was about 18 of us in my group and it took 3 hours roughly. They gave a tour of the building (boring) and then did about an hour presentation (very very boring) which included analyzing a phone call. Then about 50 people came in and started calling us out individually. Some were interview by 2 people, some by 3. I was interviewed by 3 guys. They asked a lot of the typical "name a time when..." or "what type of management style best suits you?" or "what types of software programs or systems do you work with on a daily basis" (in order to find out how competent you are switching between multiple programs. Just be confident and be prepared with a lot of specific examples. The interview is the most important part. No need to suck up in the presentation because they don't interview you in the end anyway. Then after the 30-45 min interview, they had us take an 80 question logic test (included logical thinking, deduction, assumption, stuff like that). Didn't seem too hard though some questions were kind of vague. Then you're done. They called back in about a week with an offer.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation, an IQ/Intelligence Test and a Background Check.
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Client Management Representati E at Fidelity Investments
Posted Nov 2, 2009
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3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Oct 2009 in Salt Lake City, UT (took 1+ week)
This was internal posting.They went trough a role play questions , to find out how much one knows about thier service and PAS as division within fidelity.It was intimidating , manager's sounded very fake and looked down on past experiance. Standard interview questions with some pauses , off subjecect conversations, would not choose that group within fidelity.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
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No
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