Fidelity Investments Private Client Specialist Interview Questions | Glassdoor

Fidelity Investments Private Client Specialist Interview Questions

3 Interview Reviews

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Helpful (1)  

Private Client Specialist Interview

Anonymous Employee
Accepted Offer
Neutral Experience
Average Interview

Application

I applied online. The process took 3 weeks. I interviewed at Fidelity Investments.

Interview

Interview was straight forward. Hiring process with the HR person was a mess. She had no clue about the job/questions to answer and timeline.

Interview Questions

Negotiation

Straightforward, though the HR rep was clueless

Other Interview Reviews for Fidelity Investments

  1.  

    Private Client Specialist Interview

    Anonymous Employee in Sarasota, FL
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 4+ weeks. I interviewed at Fidelity Investments (Sarasota, FL) in August 2010.

    Interview

    I was referred by a fidelity employee and went to an informal lunch with the branch manager and this employee. This was followed a week later by a 1:1 interview with the branch manager where I was asked about my past job experience and interest in the position. I had a second formal interview with a panel where I was asked to role play asking a current client for a referral. I had a phone interview with HR and then filled out an online application. The whole process took about a month...slow follow-up IMO

    Interview Questions

    Negotiation

    Did not negotiate


  2. Helpful (1)  

    Private Client Specialist Interview

    Anonymous Interview Candidate in Bengaluru (India)
    Declined Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 2 days. I interviewed at Fidelity Investments (Bengaluru (India)) in April 2016.

    Interview

    First it was a aptitude test followed by HR round Ops round and manager round. They told they will call back, after 2days I got call for the next round . I got selected

    Interview Questions

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