Fidelity Investments Financial Representative Interview Questions | Glassdoor

Fidelity Investments Financial Representative Interview Questions

Updated Mar 23, 2017
215 Interview Reviews

Experience

Experience
72%
20%
7%

Getting an Interview

Getting an Interview
61%
14%
10%
7
2
1
1

Difficulty

2.9
Average

Difficulty

Hard
Average
Easy

215 Candidate Interview Reviews Back to all Interviews

Filter

Sort: Popular Date Difficulty

Filter

Sort: Popular Date Difficulty

Helpful (1)  

Financial Representative Interview

Anonymous Interview Candidate
Declined Offer
Positive Experience
Easy Interview

Application

I applied online. The process took 1 day. I interviewed at Fidelity Investments.

Interview

Interview was very easy, all fit questions with maybe one or two about mutual funds. Was exactly the same as the phone interview for the most part, so just listen to the recruiters feedback. If you present yourself well and are likeable with minimal knowledge you will get the job

Interview Questions

Other Interview Reviews for Fidelity Investments

  1. Helpful (1)  

    Financial Representative Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. I interviewed at Fidelity Investments.

    Interview

    During the interview, they like to ask a lot of behavioral based questions. So have examples from personal experience to sell yourself. Everyone was very friendly and nice which helped the process.

    Interview Questions


  2. Helpful (1)  

    Financial Representative Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeks. I interviewed at Fidelity Investments in August 2016.

    Interview

    I have got a phone interview and a digital interview, both were last for around half an hour. It took about a month from the day applied to the end of the interview. The HR people were very nice and responsive. They were very open to your questions. The questions were behavioral based and they always asked for examples to support.

    Interview Questions

    • Tell me about yourself.
      Why do you think you are fit with the position.
      What are your strengths.
      What difficult situation did you encounter? Give examples.
      Why Fidelity
      Why Finance
      How would you prepare to get series 7 & 63  
      Answer Question

  3. Helpful (9)  

    Financial Representative Interview

    Anonymous Interview Candidate
    Declined Offer
    Neutral Experience
    Average Interview

    Interview

    Pretty simple and easy. If they like you, you will progress through the internet process pretty quickly.
    Pretty simple and easy. If they like you, you will progress through the internet process pretty quickly.
    Pretty simple and easy. If they like you, you will progress through the internet process pretty quickly.

    Interview Questions

    • Name a time where you dealt with a difficult customer and provide for me the steps that you went through to resolve the issue.   Answer Question

  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5. Helpful (37)  

    Financial Representative Interview

    Anonymous Employee in Salt Lake City, UT
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Salt Lake City, UT).

    Interview

    1st interview was online. They had a series of pre recorded questions and at the end of each question you were given 1 minute to prepare your answer and up to 1 minute to give your response. There are no retries on this, your first recording is all you get. About 20 minutes.

    2nd interview was a phone interview. Pretty straightforward. After the 2nd interview I had to do a 2 part online questionnaire. First part was a 45 minute 45 question test of sorts. About 30 were math related (basic math) and the last 15 or so were questions like "dark is to day as heat is to winter". The second half wasn't timed and was more a personality test. Agree, disagree situation questions. Phone: 20-30 minutes. Questionnaire: 90 minutes or so.

    3rd interview was in person with the manager. It was about an hour total. Once you've made it to this interview the manager mainly just wants to see if you are quick on your feet and make sure you're dedicated/motivated enough to pass the series 7 and 63 tests.

    Each interview was about 1-2 weeks apart. Start date was a couple months after the final interview.

    Interview Questions

    • They want very specific examples to all questions.
      Q. Why are you interested in this role/why fidelity?
      Q. What motivates you in finance?
      Q. What do you know about the series 7 and 63 licenses?
      Q. Specific example of when you had to study for something difficult. Other licenses or tests, how you studied, what you did that helped.
      Q. Example of when you received excellent customer service.
      Q. How you handled an upset customer.
      Q. How you went above and beyond to help a customer and what the result was.
      Q. Consultative approach with a customer, when they want something that isnt in their best interest.

      These are all the questions I can remember from all 3 interviews.  
      5 Answers

  6.  

    Financial Representative Interview

    Anonymous Employee in Albuquerque, NM
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Albuquerque, NM) in June 2016.

    Interview

    Interview Process took about 3 days total. The first portion was over the phone where I was asked about my customer service experience. Most questions were scenario based. The second day was me going to the facility where I was shown around and interviewed again in person. Same type of questions were asked. Was offered the job about a week later.

    Interview Questions

    • The interview questions were scenario based customer service questions.   Answer Question

  7. Helpful (1)  

    Financial Representative Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience

    Application

    The process took 1+ week. I interviewed at Fidelity Investments.

    Interview

    I first applied online. Then had an online interview in which they ask common guest service questions. Such as describe your best costumer experience or a time in which you had to recommend a service or product to a customer based on their needs.

    Interview Questions

    • Describe your best customer service experience. Tell us about a time where you had to recommend something to a customer based on their needs.   Answer Question

  8. Helpful (3)  

    Financial Representative Interview

    Anonymous Interview Candidate in Westlake, TX
    No Offer
    Neutral Experience

    Application

    The process took a week. I interviewed at Fidelity Investments (Westlake, TX) in May 2016.

    Interview

    Took about 1 week after application for them to contact for an interview. Sent an email with a link to webcam interview and urged applicants to complete asap. First interview was set up online via webcam-very awkward. It shows a recording of hr person asking questions, you have a few moments to "prepare your answer"(30-60 sec) and then must record yourself on video giving your answer (2-3 minute max). Asked 8 questions total, took about 20-30 minutes.

    Interview Questions


  9. Helpful (2)  

    Financial Representative Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at Fidelity Investments in May 2016.

    Interview

    I conducted a phone interview with Fidelity for positions in both the Dallas and Denver area the interviewer was extremely polite and offered a ton of valuable information about the position and the company. They said they would call back in a couple days regardless of their decision and they did and it was a breath of fresh air. It was a nice change of pace from companies saying they will call and never following up.

    Interview Questions

    • Do you know what the FINRA Series 7 and 63 exams are about   Answer Question

  10. Helpful (2)  

    Financial Representative Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Fidelity Investments in May 2016.

    Interview

    It was a three step interview process. The first interview was an online HireVue interview, in which you record yourself answering questions with no one on the other side of the camera. There was also a brief written portion with the HireVue video. The second interview was by phone, and it was mostly informational, with the recruiter explaining job duties and the company culture. She was very nice and also asked technical questions about the series 7 and 63. The third interview was an in person interview with the hiring manager, scheduled for one week after the phone interview. The only thing I was unhappy about was that Fidelity cancelled my third interview less than 24 hours before my scheduled interview time and I had already spent a lot of time preparing. Other than that, it was a great experience.

    Interview Questions

    • What do you like and dislike about your current job, and why are you interested in this position?   Answer Question
    • What motivates you to be a top performer?   Answer Question

Don't Miss Out On a Job You Love
Upload a resume to easily apply to jobs from anywhere. It's simple to set up.