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      Fidelity Investments

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      Financial Services Representative Interview

      Aug 8, 2016
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through a staffing agency. The process took 3 weeks. I interviewed at Fidelity Investments (Merrimack, NH) in Aug 2016

      Interview

      First, I was contacted by a headhunter at Veritude (Fidelity's staffing company) regarding this position. The headhunter went over the position and the pay. She then set me up on a phone interview with the staffing consultant at Veritude. Once that was completed, I was asked to come in the following week for an in-person interview with the other staffing consultant. I was one of 20 people at the interview. There was a morning and afternoon time to choose and I picked afternoon. I met with the consultant and a day later via email, was invited to meet the following Thursday for an interview with Fidelity's hiring manager. I was in a group similar to the first in person interview and we were given a tour of the facility which was amazing!!! After it, the interview commenced. Now, today I received an email from the staffing consultant and she said I performed very well during the interview and the hiring manager wanted me to join the training classes starting this October. Best experience ever! They make you feel wanted

      Interview questions [4]

      Question 1

      What is your strength?
      Answer question

      Question 2

      What is the purpose of a 401k and why do so many companies offer it?
      1 Answer

      Question 3

      Why Fidelity?
      Answer question

      Question 4

      Name a time when you dealt with a difficult situation at work? (Angry customers, problems with coworkers)
      Answer question
      22

      Other Financial Services Representative Interview Reviews for Fidelity Investments

      Financial Services Representative Interview

      Jun 5, 2026
      Anonymous Interview Candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      First a brief phone screening, and then I needed to schedule an in person interview. The phone screening was around 30 mins and the interview itself was about an hour.

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years?
      Answer question

      Financial Services Representative Interview

      Jun 4, 2026
      Anonymous employee
      Sacramento, CA
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Sacramento, CA)

      Interview

      Interview starts with a phone call from recruiter, and then you move on to a branch leader for the future location you will work at and you have the chance to speak with some of the team.

      Interview questions [1]

      Question 1

      Tell me about a time with angry customers
      Answer question

      Financial Services Representative Interview

      Apr 21, 2026
      Anonymous Interview Candidate
      Austin, TX
      No offer
      Negative experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Austin, TX)

      Interview

      The job description was nothing like what the said it was. They advertised it as hybrid when it was full time in office. Implied would be customer service when it was sales.
      1