Know about the SIE exam, Series 7, and Series 63 licensing. (How many questions, what score you need, what each test "test you on") How do you study Know about fidelity (culture, highest passing rate 1st time in test etc.) Explain why you are wanting to help people Why did you apply What have you heard about fidelity Bad Experience with a customer and how you handled it Time you got negative feedback How you study Explain a time you didn't know what you were doing and how you handled it. How you went above and beyond with a customer explain how you de escalated a situation to have a positive outcome. Why do you want to work for the company, study habits and ability to commit

Interview Process consists of 2 initial phone calls followed up by a final zoom interview with hiring manager. Recruiters are extremely helpful throughout the process. Make sure to ask them any questions you have!