Financial Representative applicants have rated the interview process at Fidelity Investments with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 100% positive. To compare, the company-average is 60.9% positive. This is according to Glassdoor user ratings.
Common stages of the interview process at Fidelity Investments as a Financial Representative according to 1 Glassdoor interviews include:
Background check: 33%
One on one interview: 33%
Phone interview: 33%
Here are the most commonly searched roles for interview reports -
I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Honolulu, HI) in Apr 2015
Interview
Applied then was contacted to interview over phone. They were very professional and kind, and explained the process very well. I accepted an offer with another company before I interviewed for the 2nd time.
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.
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.
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?