Check out your Company Bowl for anonymous work chats.
Bowls
Get actionable career advice tailored to you by joining more bowls.
Followed companies
Stay ahead in opportunities and insider tips by following your dream companies.
Job searches
Get personalized job recommendations and updates by starting your searches.
Fidelity Investments interviews FAQs
Customer Relations Advocate applicants have rated the interview process at Fidelity Investments with 3.2 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 65% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
Candidates applying for Customer Relations Advocate roles take an average of 17 days to get hired, when considering 17 user submitted interviews for this role. To compare, the hiring process at Fidelity Investments overall takes an average of 28 days.
Common stages of the interview process at Fidelity Investments as a Customer Relations Advocate according to 17 Glassdoor interviews include:
Phone interview: 22%
Skills test: 15%
IQ intelligence test: 11%
One on one interview: 11%
Drug test: 9%
Personality test: 9%
Group panel interview: 7%
Presentation: 7%
Background check: 6%
Other: 2%
Here are the most commonly searched roles for interview reports -
I applied online. The process took 7 weeks. I interviewed at Fidelity Investments (Merrimack, NH) in Oct 2016
Interview
Met with two reps from Fidelity in-person. Took a tour of facility. Sat down, reviewed my resume. Asked pertinent questions about the job responsibilty. How you heard about the job. People you know that work here or used to work here. Then I took a test in another room that completed the interview. They told me they would get back to me in less than a week.
Interview questions [1]
Question 1
On a scale of of 1 to 7, 1 being the absolute worst, 7 being the best. To Fidelity there is no difference between a 6 and a 1. How can you get a client to rate their telephone experience from a 6 to a 7?
I applied online. I interviewed at Fidelity Investments
Interview
3 rounds of discussion. 1st was just intro and shared links of job requirements. 2nd was sharing interest in the job and final was 1 hr video which was mostly behavioral and past experience
I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Cincinnati, OH) in May 2024
Interview
The company wants you to know what the difference between SIE, Series 7, and Series 63 licenses. They also want you to know more about the company and what they do.
I applied online. The process took 2 days. I interviewed at Fidelity Investments (Jacksonville, FL) in Mar 2023
Interview
The lady was very nice but as I went along, seemed to be a bit condescending. Made it seem like the questions I was asking weren’t valid. Make sure to be SUPER specific with your answers because I had to wait a whole day for her to tell me that my answers weren’t specific enough and I didn’t get the position. Make sure to know WHY you want to get into the finance industry, because the answer “I’m just trying to get my foot in the door for the job title that has career development” isn’t enough. Most of it was them giving you a description of the job, as if you didn’t see all of the info basically studying for it.
Interview questions [1]
Question 1
Why do you want to enter the finance industry? (Be specific) Tell, as specific as possible, about a time where you had to deescalate something at work