I applied online. I interviewed at Fidelity Investments in Mar 2016
Interview
I received a quick call to set up a phone interview. The phone interview was about an hour long. The interviewer asked a bunch of behavioral questions. The interviewer also went over all of the awesome benefits that Fidelity has to offer, the training process, the work hours, and expectations. I felt as if the interviewer was trying to sell the job to me, rather than me trying to convince her to hire me. I feel as if Fidelity would be a great company to work for. From all that she went over with me, I can tell that Fidelity appreciates and places a high value on its employees.
After the interview, I was e-mailed a questionnaire to complete. There was a 45 minute timed exam, and another questionnaire that was more behavioral related. The second questionnaire was not timed and only took about 10 minutes to complete. After I completed the two questionnaires, the interviewer called me and scheduled an on-site interview. This interview is in a couple of weeks. I was told that it would last about 3 hours.
I have not received an offer yet, but I am hoping to receive one after my in person interview.
Interview questions [1]
Question 1
What do you know about Fidelity?
Are you open to receiving feedback about your work?
If someone from out of town asked you for a restaurant referral, what questions would you ask them in order to direct them to the best restaurant?
Tell me about a time where you gave exceptional customer service.
Tell me about a time where you received criticism from your manager.
Have you ever been in a metrics driven environment? Describe that for me.
How do you feel about metrics being transparent to your team?
Tell me about a time where you had to study for a hard test.
What do you know about the series 7 and series 63 exams?
What are your goals?
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?