I struggled on this one. I was kind of vague and said that it's common for people to come into the bank and ask for a CD or money market account when they really just need a separate place to put their money. Not the greatest answer... Do better than that.

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Fidelity Investments Overview

Fidelity Investments – Westlake – “Stairs/Cafe”

Fidelity Investments – US – “Americanfork”

Website www.fidelity.com

HQ Boston, MA

Industry

Financial Services

Size

35,000+ Employees, $11B+ Revenue

Competitors

Charles Schwab, The Vanguard Group, CITI

Fidelity Investments – Why Work for Us?

Fidelity Investments has a rich and proud history and has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits… — Full Overview

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Interview Question for Financial Services Representative at Fidelity Investments:

Name a time that a person you helped thought they wanted one thing, but when you heard their needs you realized they needed a different service/product? How did you convince them they needed something else?

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