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      Fidelity Investments

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      Recherches associées: Avis sur Fidelity Investments | Offres d’emploi chez Fidelity Investments | Salaires chez Fidelity Investments | Avantages sociaux chez Fidelity Investments
      Entretiens chez Fidelity InvestmentsEntretiens d’embauche pour Financial Representative chez Fidelity InvestmentsEntretien chez Fidelity Investments


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      Entretien pour Financial Representative

      28 sept. 2014
      Candidat à l'entretien anonyme
      Westlake, TX

      Autres retours d’entretien d’embauche pour un poste comme Financial Representative chez Fidelity Investments

      Entretien pour Financial Representative

      2 déc. 2025
      Candidat à l'entretien anonyme
      Boston, MA
      Aucune offre
      Aucune offre
      Expérience positive
      Entretien moyen

      Candidature

      J'ai postulé en ligne. Le processus a pris 6 semaines. J'ai passé un entretien chez Fidelity Investments (Westlake, TX) en juil. 2014

      Entretien

      Three-tiered interview process, all with standard interview questions. Not too many curveballs. The first is a telephone interview with a recent hire who has one year's experience in the position applied for from the local office (and has transferred to HR). Second is with a senior HR manager and may be from another office located somewhere else in the US. If you pass both interviews, you'll get to tour the facility with a group of candidates. Get there 5-10 minutes early so you don't leave the group waiting. There will be a brief presentation about the company by a senior manager, followed by the tour and finally, an interview with two hiring managers. It was a great experience, that I unfortunately blew, as it was my first serious interview in a long time. I've applied numerous times since and will continue to apply until I get it, or something better. This had the feel of a great place to start a career. They were incredibly kind, helpful, and understanding. If you don't have a lot of experience in customer service, you probably won't get the job, though. If you're fresh out of college without a background as a CSR, work for a while in retail or another customer relations-job first. They are incredibly candid and helpful in letting you know precisely why they pass you over; and you'll have tons of time to prepare for the interview. Use it.

      Questions d'entretien [1]

      Question 1

      Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.
      Répondre à cette question
      4
      Expérience négative
      Entretien facile

      Candidature

      J'ai postulé via la recommandation d'un employé. Le processus a pris 3 semaines. J'ai passé un entretien chez Fidelity Investments (Boston, MA) en nov. 2025

      Entretien

      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.

      Questions d'entretien [1]

      Question 1

      Why Fidelity, and Why Finance?
      Répondre à cette question

      Entretien pour Financial Representative

      8 avr. 2025
      Employé (anonyme)
      Offre acceptée
      Expérience positive
      Entretien moyen

      Candidature

      J'ai passé un entretien chez Fidelity Investments

      Entretien

      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.

      Questions d'entretien [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.
      Répondre à cette question

      Entretien pour Financial Representative

      25 sept. 2024
      Employé (anonyme)
      Offre acceptée
      Expérience positive
      Entretien facile

      Candidature

      J'ai passé un entretien chez Fidelity Investments

      Entretien

      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.

      Questions d'entretien [1]

      Question 1

      Do you enjoy talking on the phone for 6 hours a day?
      Répondre à cette question
      1