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      Fidelity Investments

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      Fidelity Investments interviewsFidelity Investments Customer Relationship Advocate Interview interviewsFidelity Investments interview


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      Customer Relationship Advocate Interview Interview

      Sep 29, 2023
      Anonymous employee
      Durham, NC
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 days. I interviewed at Fidelity Investments (Durham, NC)

      Interview

      2 rounds interview with a recruiter and then a 1 on 1 with hiring managers. They give you sample questions that can be asked during the 2nd interview. The first interview is basically just about why you are interested in the position and whether you have any interest or experience in the job

      Interview questions [1]

      Question 1

      What is one situation where you had to work with someone with different experiences than you?
      Answer question

      Other Customer Relationship Advocate Interview interview reviews for Fidelity Investments

      Customer Relationship Advocate Interview Interview

      Apr 17, 2026
      Anonymous interview candidate
      Westlake, TX
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Fidelity Investments (Westlake, TX) in Mar 2026

      Interview

      2 step process -1st round. Initial call with recruiter/HR quick 20-30 minute call making sure you understand what the role entitles what the licenses are and pay/benefit package. Few behavioral questions (use STAR) making sure you can work under stress, and touch highly on sales/client facing roles seeing how you approach situations. -2nd round. Panel type call with managers or even HR managers a lot more behavioral questions they want to see how you deal with clients and if you can handle tough/frustrated clients. More talk about licenses studying format, day to day in the job once licensing is completed (about a 3-4month) process. If moved on initial recruiter will give you a call with offer letter.
      1

      Customer Relationship Advocate Interview Interview

      Oct 16, 2021
      Anonymous employee
      Jacksonville, FL
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in Oct 2021

      Interview

      Very detailed. However, my interviewer was very transparent and was willing to accommodate scheduling issues. The process had many steps and seemed redundant at times. However, I personally liked that because it showed me they plan on investing in my career.

      Interview questions [1]

      Question 1

      Why did you apply? How does it align with your career goals.
      Answer question

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