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      Fidelity Investments

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      Financial Services Representative Interview

      Dec 15, 2011
      Anonymous employee
      Salt Lake City, UT

      Other Financial Services Representative Interview Reviews for Fidelity Investments

      Financial Services Representative Interview

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

      Application

      The process took 1+ week. I interviewed at Fidelity Investments (Salt Lake City, UT) in Nov 2011

      Interview

      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 [1]

      Question 1

      Tell me about a time when you received excellent customer service?
      Answer question
      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