I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in Aug 2014
Interview
I received a call about 4 months after applying. We had two phone interviews (one short, one long) and a face to face interview w/ tour of the building. The first phone interview was more like a screening than an actual interview. The recruiter asked me a few basis questions (What do you know about the company?; Credit score?) but ultimately it was about explaining the role, company objective, and salary/benefits. The second call was an actual phone interview that lasted about an hour. Lastly we had a group interview, 1 on 1, and a tour of the building. However, they have changed the hiring process since last year. There are no more group interviews.
Interview questions [1]
Question 1
What are some steps you will take to ensure you pass the licensing exams?
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?