Fidelity Investments

  www.fidelity.com
  www.fidelity.com

Fidelity Investments Financial Services Representative Interview Questions

Updated 19 Nov, 2014
Updated 19 Nov, 2014
51 Interview Reviews

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Interview Experience

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Financial Services Representative Interview

Anonymous Interview Candidate in Jacksonville, FL (US)
Anonymous Interview Candidate in Jacksonville, FL (US)
Application Details

I applied through an employee referral. The process took 4 weeksinterviewed at Fidelity Investments in November 2014.

Interview Details

It took about 2 weeks after I applied online to hear back. They emailed me to set up a 15-20 minute phone screen. Which was fairly easy. Why Fidelity? Why this position? The recruiter then asked to set up another phone interview which is about 40 minutes, completely behavioral based questions.

Interview Questions
Negotiation Details
No negotiation
Accepted Offer
Positive Experience
Average Interview

Other Interview Reviews for Fidelity Investments

  1. 1 person found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    2 phone interviews followed by 1 in-person group interview and 1-on-1 interview with 2 managers. We met with 3 different employees in group environments and toured the facility as well as watching a video.

    Interview Questions
    • None were unexpected. Why Fidelity? What are your strengths and weaknesses?   Answer Question
    Negotiation Details
    Was told there was no negotiation on salary
    Accepted Offer
  2. 3 people found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    They first start with a phone interview and then if you make it through that they have you interview with other potential candidates in person. After your personal interview with 2 interviewers you take an assessment test to determine ability to pass the Series 7.

    Interview Questions
    Accepted Offer
  3. 1 person found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Westlake, TX (US)
    Anonymous Interview Candidate in Westlake, TX (US)
    Application Details

    I applied online. The process took 1+ weekinterviewed at Fidelity Investments in September 2014.

    Interview Details

    2 phone interviews by HR, 1 in person with team managers. Very cool setup of in person interview. Group interview modernized; do a presentation/tour with the group, then interview alone with two managers. Got to tour the facility with 2 employees (that have been or currently in the position applying for) that were not connected to the hiring process. Were able to ask any questions or relay concerns. Very easy to get answers.

    Interview Questions
    Negotiation Details
    No negotiation for these positions.
    Accepted Offer
    Positive Experience
    Difficult Interview
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5. 1 person found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Salt Lake City, UT (US)
    Anonymous Interview Candidate in Salt Lake City, UT (US)
    Application Details

    I applied online. The process took a weekinterviewed at Fidelity Investments in September 2014.

    Interview Details

    I applied thru the fidelity site. The day after I received a call, she was pretty straightforward about the position, the salary, the benefits, etc; she went over everything very thoroughly. I mentioned that I know somebody in the West Coast offices so she asked me to get the name. A day after I called her and gave her the name. During the interview i was asked the typical questions, if I follow the stock, why the company, etc. Now I'm waiting for the second interview, which is going to be a behavioral interview, so i have to do my homework about the company, series 7 and 63.

    Interview Questions
    Negotiation Details
    I'm waiting for the behavioral interview.
    Accepted Offer
    Positive Experience
    Average Interview
  6. 3 people found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Denver, CO (US)
    Anonymous Interview Candidate in Denver, CO (US)
    Application Details

    I applied online – interviewed at Fidelity Investments.

    Interview Details

    The interview is typically scheduled on a Tuesday (that’s when managers dedicate their whole day to interviews) they bring a between 10-15 interviewees at once, when you first go into the building, you take the elevator to the sixth floor, which is the hiring and training floor. You go into a conference room, the recruiter greets you and does a brief introduction of who they are, how long they’ve been with the company and what role they initially started in.

    After about 10 minutes of debriefing, they then present a 10-12 page slideshow, detailing what Fidelity does as a company, how they have changed and how they compare to other financial companies. They go over salary (a range, contingent on experience), benefits (including health, dental, retirement and employee assistance programs), the recruiter then closes by asking if there are any additional questions, he was very transparent and did not hesitate to answer any questions.

    Next, a senior representative comes in for some Q&A, this was our opportunity to find out what the reps in the position we were applying for what they did on a day to day basis, what to expect, the call volume, the atmosphere within the teams, the overall call structure and how we can be successful in our roles, if offered a position. He was very thorough and was upfront on the possible challenges we may come across, but was very optimistic and encouraging.

    We are then greeted by two team managers who will be interviewing each individual, they were very inviting. The interview lasted about 40 minutes, with the standard packet of questions, the managers started by introducing their selves and giving a little background on how they began their career. The interview questions were pretty standard, from a packet, they picked about 5-6 questions and were really for answers that describe how you handled a particular situation.

    I also got a tour of the work area, the cubicles are not your standard cubicle, it is nice and spread out but close enough where you still feel like you're apart of a team. The atmosphere overall was very inviting and the employees looked/seemed happy, they smile, said good morning, how are you and introduced themselves.

    Interview Questions
    • This isn't necessary the most difficult question, but one you may want to prepare yourself for...

      Describe a time where you received coaching, what was it for, did you agree with it and what steps did you take to improve those areas?

      How have you contributed to your team to encourage positivity?

      Describe your top five strengths (from StrengthFInder) and how have you used them to best help clients.
       
      Answer Question
    No Offer
    Positive Experience
    Average Interview
  7.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Salt Lake City, UT (US)
    Anonymous Interview Candidate in Salt Lake City, UT (US)
    Application Details

    interviewed at Fidelity Investments in August 2014.

    Interview Details

    I have just had my initial interview, it was mostly behavioral questions to see how you would handle customer service situations. They are looking for people with good customer service skills. Be prepared to know about the series 7 and 63. They want you to be committed to the training.

    Interview Questions
    • When is a time that you have had to participate in a consultative conversation?   Answer Question
    Negotiation Details
    It was a phone interview. I got an offer to continue in to the next interview.
    Accepted Offer
    Positive Experience
    Average Interview
  8.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Englewood, CO (US)
    Anonymous Interview Candidate in Englewood, CO (US)
    Application Details

    I applied through an employee referral. The process took 3 weeksinterviewed at Fidelity Investments in July 2014.

    Interview Details

    Applied via referral online. Heard back within a few days for a phone interview. Phone interview lasted about an hour and consisted of behavioral based questions. They were looking for specific examples of experience (primarily those relating to customer service) that displayed the basic skills required for the job (leadership, team-work, diligence, etc.). At the end of the phone interview was asked to come in to the office for a face-to-face interview with 2 managers. Still in the interview process

    Interview Questions
    • What process and daily goals will you set in place in order to pass the series 7 & 63?   Answer Question
    No Offer
    Positive Experience
    Average Interview
  9.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Westlake, TX (US)
    Anonymous Interview Candidate in Westlake, TX (US)
    Application Details

    interviewed at Fidelity Investments in June 2014.

    Interview Details

    First contacted by a recruiter, about 20 minutes of surface questions and hearing about the job. Next is a more intense hour long interview with another recruiter. I am out of state so my third interview was an hour long, phone based one with two managers at the site.

    Interview Questions
    • Have you ever received feedback you didn't agree with?   Answer Question
    Reasons for Declining

    I haven't actually got any feedback yet, my final interview was today.

    Declined Offer
    Neutral Experience
    Average Interview
  10.  

    Financial Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Initial phone interview asks about your background experience etc.

    Then face to face interview continues to ask about your background and why you fit this role.

    Usually get a call back within a few days asking for a follow up interview, which in most cases means you are being offered the position.

    Interview Questions
    • what would you recommend a client who is 65 and needs help servicing their IRA account   Answer Question
    Declined Offer

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