Fidelity Investments Interview Questions | Glassdoor

Fidelity Investments Interview Questions

Updated Jun 21, 2017
1,499 Interview Reviews

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  1.  

    Intern Interview

    Anonymous Employee in San Diego, CA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Fidelity Investments (San Diego, CA) in February 2017.

    Interview

    First, I applied online, then I was asked to do a timed video interview, and lastly I was called to come into the office for the final interview. The office space is very professional and inviting. The interviewer mostly asked me behavioral questions and was very enthusiastic. The interview lasted about 30 minutes and felt natural and like a conversation.

    Interview Questions


  2.  

    Director Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Fidelity Investments.

    Interview

    Phone interview and followed by In person interview
    4 Persons interviewed 30 mins each
    Hiring Manager, Peers
    Phone interview and followed by In person interview
    4 Persons interviewed 30 mins each
    Hiring Manager, Peers

    Interview Questions


  3. Helpful (4)  

    Financial Consultant Interview

    Anonymous Interview Candidate in Tualatin, OR
    No Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 5 days. I interviewed at Fidelity Investments (Tualatin, OR).

    Interview

    Completed initial questionnaire where I had to record myself answering some basic personality questions. This is a 1 sided interview.

      After completing this, I was contacted to come into the branch to meet with the regional and branch manager.

    I Interviewed the regional and branch manager. Did not get the position because management believed I wouldn't have been fulfilled/happy working the position. I respect their decision, and they were probably right about that as this role requires little financial knowledge. You only need to know enough to bring on clients and open accounts.

      I have a strong analytical background with some sales experience in financial services and degrees in both finance and accounting. I am disturbed that the managers made it very clear that they had no interest in finance, as they are a financial services firm after all. I hope this sort of mentality does not trickle down to employees in the branch as many of their clients depend on them to make wise financial decisions and not just aim for sales targets.

      Overall, a pretty laid back interview. Questions were pretty basic and nothing to lose sleep over. If you have sales experience and/or a liberal arts degree, this may be an excellent entry into financial services for you.

    Interview Questions


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  5.  

    Financial Advisor Interview

    Anonymous Employee in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Fidelity Investments (New York, NY).

    Interview

    Overall a very nice and fairly easy interview. I talked to the branch manager and he is very sweet, not demanding at all. Because this is already the second interview, he knows my qualification very well. this interview is mainly on why would I want to work for Fidelity, not other company. We had a nice talk and I liked the working environment there.

    Interview Questions


  6. Helpful (3)  

    Internship Interview

    Anonymous Interview Candidate in New York, NY
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2 weeks. I interviewed at Fidelity Investments (New York, NY) in January 2017.

    Interview

    Video interview through HireView that took about 10 minutes. Questions were straightforward and gave you 30 seconds between each question. The questions were basic personality questions and testing your knowledge about the company.

    Interview Questions


  7. Helpful (1)  

    Software Engineer Interview

    Anonymous Interview Candidate in Westlake, TX
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Fidelity Investments (Westlake, TX) in January 2017.

    Interview

    A 30 min phone interview, followed by another Technical/Behavioral interview. The interview process was through a campus recruiting program at the University. Followed by a phone interview, and I also filled out the fidelity form online and went over Fidelity background and its history.

    Interview Questions

    • In any language, write code to generate fibonacci series   Answer Question

  8.  

    Analyst Interview

    Anonymous Employee in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 4+ weeks. I interviewed at Fidelity Investments (New York, NY) in January 2017.

    Interview

    I recruited on campus. There was one interview. We spoke about my work experience and two stock pitches in detail. The interview lasted 30min and I was invited to the second round.

    Interview Questions


  9.  

    Software Engineer Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took a week. I interviewed at Fidelity Investments in January 2017.

    Interview

    Almost entirely behavioral. First round with behavior about why I was interested in company, second with potential manager. Talked about project of my choosing - good to know at least one or two of your projects in and out. Very nice interviewers, want to help you. Got the offer by phone about an hour after.

    Interview Questions


  10.  

    Financial Services Advocate Interview

    Anonymous Interview Candidate in Merrimack, NH
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Merrimack, NH) in January 2017.

    Interview

    Applied online, did digital interview, that had seven questions. I downloaded an app and did it on my phone. You can practice before, then u have 30 seconds to prepare for the question, then 3 minutes for the answer. After this I received an email for a phone interview. That was around 20 min. After the interviu questions I was asked if I can work night and weekends and i said no and the interview ended.

    Interview Questions


  11.  

    Tech Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 3+ months. I interviewed at Fidelity Investments in January 2017.

    Interview

    Interviewed for a Summer position . I had 5 interviews in total. The first was a video interview all behavior questions, 2nd general interview with college recruiter knowing some stuff about fidelity is good. 3rd was a interview with a manager in NC it wasn't really interview just really had a conversation about why I wanted to program in mainframe , but that location didn't have any space for what I was applying for because I'm mostly cobol and assembly and he said they used more jcl. 4th interview was with 3 managers in Texas . This was by far the toughest . I had to explain a lot of my resume and several technical questions . I felt confident about that despite the toughness . The 5th was a interview by a Boston manager this wasn't for a mainframe role but a java role where knowing how to mainframe is a plus. This was just a bunch of questions about experience working in groups. Explain good and bad times working in groups etc. I explained all my phased group projects . Wasn't really any java questions , I told him I hadn't took a java course in a year but he asked what courses I took java with. But this was very conversational like the first manager interview . But I was immediately offered a position the next day from this location . Also sent application in October ,1st interview was in November last was in January.

    Interview Questions

    Negotiation

    Recruiter told me the offer and hourly pay for the summer and gave me a week to decide.


See What Fidelity Investments Employees Are Saying

Sr. Manager

Star Star Star Star Star   Current Senior Manager in Boston, MA

Pros: “Great work culture and vision for future. One step ahead in thinking”“Great work culture and vision for future. One step ahead in thinking” – Full Review

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