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      Fidelity Investments

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      Financial Representative Interview

      Nov 5, 2010
      Anonymous employee
      Jacksonville, FL

      Other Financial Representative Interview Reviews for Fidelity Investments

      Financial Representative Interview

      Dec 2, 2025
      Anonymous Interview Candidate
      Boston, MA
      No offer
      Accepted offer
      Positive experience
      Average interview

      Application

      The process took 2 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in Mar 2010

      Interview

      Applied online after graduating from college. Received a call from HR a week later to schedule a phone interview. The phone interview lasted about an hour. My interviewer was a very pleasant lady, and made the process very nice. She first asked me about about my work experience, personal motivations, and personality details. After the "get to know you" portion, she asked me questions relating to skills that I would need on the job, and asked for specific examples in my previous work experience that I demonstrated said skills. After 8-10 questions, she asked if I had any for her. I asked the typical questions that are supposed to be asked in this situation. Very smooth interview. She told me some things she liked about me and said they wanted to continue the interview process next week on site. I had my in person interview the next week with 2 hiring managers. I could not have nailed this interview any better. I really connected to the women interviewing me, and had a great time talking to them. They asked similar questions as before. After a Watson-Glaser test, I headed home.

      Interview questions [2]

      Question 1

      Tell me about a time in you previous work where you sensed a customer was not pleased, and how did you help the situation?
      Answer question

      Question 2

      Tell me about a time where you inspired others to succeed.
      Answer question
      1
      Negative experience
      Easy interview

      Application

      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.

      Interview questions [1]

      Question 1

      Why Fidelity, and Why Finance?
      Answer question

      Financial Representative Interview

      Apr 8, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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.
      Answer question

      Financial Representative Interview

      Sep 25, 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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?
      Answer question
      1