Fidelity Investments Financial Representative Interview Questions | Glassdoor

Fidelity Investments Financial Representative Interview Questions

Updated Mar 23, 2017
215 Interview Reviews

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Financial Representative Interview

Anonymous Employee in Merrimack, NH
Accepted Offer
Positive Experience
Easy Interview

Application

I applied online. The process took 2+ months. I interviewed at Fidelity Investments (Merrimack, NH) in March 2016.

Interview

Long, took about 2 months from start to finish. The recruiter was crystal clear in setting appropriate expectations and time frames though. There was also a drug test and background check

Interview Questions

  • Name a time when you had to overcome a particularly difficult challenge   Answer Question

Other Interview Reviews for Fidelity Investments

  1. Helpful (54)  

    Financial Representative Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Average Interview

    Application

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

    Interview

    I had a phone interview from a recruiter out of state. He asked me a few questions. i was not very prepared about the details of the job responsibilities or the tests that we need to take to be a financial representative. I emphasized too much on questions about my personal qualities.

    Interview Questions

    • What do you know about the job? Do you know about the certificates you need to get?   Answer Question

  2. Helpful (7)  

    Financial Representative Interview

    Anonymous Interview Candidate in Jacksonville, FL
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at Fidelity Investments (Jacksonville, FL) in January 2016.

    Interview

    Applied online, received an email a couple days later from a recruiter, scheduled a phone interview. 5 minutes in to the call she starts asking about criminal history, credit history, employment history, etc. She was very condescending, kept interrupting me, and talking down to me. When I told her of two minor things in my past that would show up on their background check, she made me feel like I was a convicted rapist or something. She immediately ended the interview.

    Interview Questions

    • What items on your credit report may show up as derogatory?   Answer Question

  3. Helpful (4)  

    Financial Representative Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

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

    Interview

    Part 1: Met with two potential supervisors. Very pleasant conversation and they made me quite relaxed. They asked generic questions of prior employment experience. Part 2: Took a multiple choice test which identified my opinions/interpretation of a brief written paragraph. No right answers and you do not get the results. Part 3: Background check, drug test.

    Interview Questions

    • Please provide an example of excellent customer service you received. Please provide an example of poor customer service you received. How would you handle a difficult customer?   Answer Question

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


  5.  

    Financial Representative Interview

    Anonymous Employee in Denver, CO
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Fidelity Investments (Denver, CO) in January 2016.

    Interview

    The interview itself was quite easy. They'll ask you about why you chose fidelity and why you're interested in finance. My advice is to do some research about the company and try to come up with ways to prove why you would be an asset to the organization. Also, be sure to look professional for the interview as they take that very seriously. Other than that, there should be no problem. They make you feel welcomed and they'll treat you like family. I highly recommend it!

    Interview Questions

    • Why fidelity? Why finance? Why would you be an asset to this company? How did you find out about fidelity? What do you know about the company?   Answer Question

    Negotiation

    There's really no chance to negotiate your salary when you first start, but its easy to get promoted if you work hard. We were told that a few others were promoted right after they passed their series 7 since they have precious experience with sales and high net worth clients.


  6.  

    Financial Representative Interview

    Anonymous Employee in Merrimack, NH
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Merrimack, NH) in January 2016.

    Interview

    Applied online which was shortly followed by a phone interview. Met with two managers for the second interview. Most questions were behavioral to make sure that you could communicate clearly to clients

    Interview Questions

    • Act like I have forgotten how to tie my shoes and walk me through the process without looking   Answer Question

  7. Helpful (24)  

    Financial Representative Interview

    Anonymous Interview Candidate in Westlake, TX
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took a week. I interviewed at Fidelity Investments (Westlake, TX) in November 2015.

    Interview

    Applied directly through Fidelity. 2 interviews total. 1st one was a phone interview and 2nd interview was onsite at Westlake. There were about 10 people there, and they brought us into a conference room where they gave a presentation on the history of Fidelity, and then four current Financial Reps took the group on a quick tour of the facility where we could ask some questions to them. Then I interviewed with 2 managers and took an aptitude test. About a 3 hour process all together. The phone interview was very similar to the in person interview.

    Interview Questions

    • When was a time you had to use a consultative approach with a customer?   Answer Question
    • Tell us about a time you received criticism from your supervisor.   Answer Question
    • Why do you want to work at Fidelity/in the financial services industry/in this role?   Answer Question

  8.  

    Financial Representative Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through other source. I interviewed at Fidelity Investments.

    Interview

    Phone interview. the interview was great and the interviewer as well. Basic question around Customer Service. Great feed back on what I needed to improve. The behavioral interview was pretty standard and basically just a conversation. Some questions were "Describe a time you had to deal with a difficult team member?" and "Describe a time you received praise for…

    Interview Questions


  9. Helpful (7)  

    Financial Representative Interview

    Anonymous Employee in Merrimack, NH
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 2+ months. I interviewed at Fidelity Investments (Merrimack, NH).

    Interview

    First interview was conducted over the phone. Laid back. The recruiter was very nice. The conversation was formal, but informal enough to laugh a bit to feel comfortable. Lasted about 45 minutes. The In-person interview consisted of 8 other applicants. We were introduced to a few employees and were given a power point about Fidelity and it's values/vision/goals. Next, 2 hiring managers spoke with you and asked similar questions given to you over the phone. Lastly, you had to fill out a comprehensive standardized test. Nothing you can study for ahead of time. Similar to SAT style questions.

    Interview Questions

    • Tell me about a time where you showed great customer service.
      When was a time where you received great customer service?
      What do you know about a series 7 and 63 exam? How would you prepare training for it?
      Why Finance?
      Why Fidelity?  
      Answer Question

  10.  

    Financial Representative Interview

    Anonymous Employee
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at Fidelity Investments.

    Interview

    Screening interview, Phone interview, in person interview.

    The screening interview just makes sure you know what the position is, Phone interview is based on whether they think you can pass the series 7, and the In person interview is based on STAR format and a personality test is given to see if you can pass the series 7

    Interview Questions

    • How do you study?
      How do you learn?
      What do you know about Finance"  
      Answer Question

See What Fidelity Investments Employees Are Saying

Star Star Star Star Star   Current Software Engineer/Developer in Merrimack, NH

Pros: “Benefits package is really nice. 7% 401k match, profit sharing, HSA contribution, yearly performance based bonus at Christmas, regular raises, chairman's shares which mature after two...”“Benefits package is really nice. 7% 401k match, profit sharing, HSA contribution, yearly performance based bonus at Christmas, regular raises, chairman's shares which mature after two years if you do well.” – Full Review

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