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      Fidelity Investments

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      Financial Services Representative Interview

      Oct 11, 2012
      Anonymous Interview Candidate
      No offer
      Positive experience
      Easy interview

      Application

      I applied through college or university. I interviewed at Fidelity Investments in Oct 2012

      Interview

      I was contacted by a recruiter from TX after a resume drop off A YEAR ago. We scheduled a time to have a further discussion on this job. Two days later, we had a 20 minutes informational phone interview. Basically, the recruiter walked me through the duties of this job as well as the starting salary which is $35000 flat + sponsorship for series 7 & 63. She said the second year usually will go up to around $38000. After that, she asked me a few questions regarding my resume. Because my position is to take inbound call and answer client's questions, so she was specially looking for my communication skills over the phone.

      Interview questions [1]

      Question 1

      Nothing technical, it was all about behavioral. Again, because of the nature of this job-taking inbound calls, they are looking for someone who can speak on the phone clearly and work on flexible hours
      Answer question

      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