I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Covington, KY) in Apr 2015
Interview
Brief phone interview that was entirely behavioral. Asked to interview in person immediately after and accepted. In-person interview was 2:1 with two managers who asked largely the same questions as the phone interview with a few additions. This interview process is not hard if you come off as sincere or hard-working since the point of the role is essentially to get your Series 7 then handle a lot of the baseline customer service for them which is largely a tedious and arduous process on all fronts.
Interview questions [1]
Question 1
"Describe a moment when you received incredible customer service."
"Describe a time when you went above and beyond in your work and were recognized for it."
I applied through an employee referral. The process took 3 weeks. I interviewed at Fidelity Investments (Boston, MA) in Nov 2025
Interview
Brief 13 minute phone call (interviewer showed up late). Interview was very rushed and unprofessional, interviewer cut me off multiple times and did not give me an opportunity to ask him any questions. Keep in mind I was recommended to him by a branch manager. Very disappointed by this first interview round! Besides the interviews extreme haste, the interview went well. Use STAR method and you'll be ok.
The interview at Fidelity usually follows a structured format that focuses on behavioral questions, your interest in finance, customer service skills, ability to work in a team environment, and your alignment with Fidelity's core values such as integrity, continuous improvement, and putting clients first. Interviewers are also looking for signs of coachability, adaptability in a fast-paced environment, and a genuine desire to build a long-term career within the firm, you will also be asked about your willingness to pursue industry licenses and your approach to learning complex financial concepts.
Interview questions [1]
Question 1
Tell me about a time you had to solve a problem with little guidance.
Describe a situation when you had to learn something quickly to perform a task.
Basic behavioral interview in a laid back setting. None of the questions were difficult and it was mostly conversational. Very few finance related questions and more about your ability to be a good communicator.
Interview questions [1]
Question 1
Do you enjoy talking on the phone for 6 hours a day?