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      Fidelity Investments

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      Workplace Planning Associate Interview

      Sep 7, 2022
      Anonymous employee
      Jacksonville, FL
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in Sep 2022

      Interview

      Applied directly on the website and was reached out to by a recruiter the following week. First phone call is initial screening questions to make sure they're not wasting time. If the recruiter thinks you got what it takes they'll send you an assessment and make sure you pass! Second phone call they'll prep you for the final interview with the hiring managers which was just 3 days from that phone call. For me it was through Zoom. Overall fantastic experience. Both recruiter and hiring manager was very good at making you feel comfortable and calming your nerves. They were efficient and did not repeat any questions one or the other asked. Received an offer the very NEXT DAY. I'll try to put every question I remember

      Interview questions [18]

      Question 1

      (Recruiter) Tell me a bit about yourself (Use the "Triple S" method: Success, Strength, Situation | Look up Dan Lok on YT)
      Answer question

      Question 2

      (Recruiter) Why do you want to work in Financial Services?
      Answer question

      Question 3

      (Recruiter) Why do you want to work in a sales/consultative environment?
      Answer question

      Question 4

      (Recruiter) What interests you about Fidelity?
      Answer question

      Question 5

      (Recruiter) What interests you about this role specifically?
      Answer question

      Question 6

      (Manager) What brought you to Fidelity?
      Answer question

      Question 7

      (Manager) What brought you to this role specifically?
      Answer question

      Question 8

      (Manager) Describe your study methods and how would you adapt if you were falling behind a fast-paced learning environment?
      Answer question

      Question 9

      (Manager) What do you know about the liscenses required?
      Answer question

      Question 10

      (Manager) Describe your sales process
      Answer question

      Question 11

      (Manager) Describe a time when you received criticism and how you grew from it
      Answer question

      Question 12

      (Manager) Describe a time when you had to teach someone complicated and how did you know they were beginning to understand it?
      Answer question

      Question 13

      (Manager) What is your process of building customer rapport?
      Answer question

      Question 14

      (Manager) Biggest challenge you think you'll face in this role?
      Answer question

      Question 15

      (Manager) Describe a time you went beyond client expectations (avoid calling them customers)
      Answer question

      Question 16

      (Manager) What do you know about this role?
      Answer question

      Question 17

      (Manager) Where do you see yourself in 3-5 years?
      Answer question

      Question 18

      (Manager) Any questions for me?
      1 Answer
      17

      Other Workplace Planning Associate Interview Reviews for Fidelity Investments

      Workplace Planning Associate Interview

      Mar 5, 2026
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      The interview process was quite easy with two steps: Introductory Call with recruiter - make sure you're a right fit Call with a team leader - Mostly behavioral interview utilizing STAR method.

      Interview questions [1]

      Question 1

      Not applicable i Don't remember sorry.
      Answer question

      Workplace Planning Associate Interview

      Jul 1, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Very corporate. Be ready for answering questions in STAR format. Also brownie points for knowing a lot about Fidelity. Obviously there are set questions the interviewer has to ask you. The more you know the better. They are very much wanting you to be 100% all in for working for fidelity.

      Interview questions [1]

      Question 1

      Tell me about a time you exceeded expections.
      Answer question
      2

      Workplace Planning Associate Interview

      Apr 23, 2025
      Anonymous Interview Candidate
      Denver, CO
      Declined offer
      Negative experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Denver, CO)

      Interview

      They low balled the salary range and change it from what they offered in the original job posting. I would recommend looking elsewhere for this type of role unless you are okay with it as a starting position and are doing it for the educational aspect.

      Interview questions [1]

      Question 1

      Your experience with the required certifications.
      Answer question