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      Fidelity Investments

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      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
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      Fidelity Investments interviews FAQs

      • Financial Associate applicants have rated the interview process at Fidelity Investments with 2.7 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 79% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Associate roles take an average of 18 days to get hired, when considering 25 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 Financial Associate according to 25 Glassdoor interviews include:

        Phone interview:  23%

        Background check:  21%

        One on one interview:  16%

        Drug test:  14%

        Skills test:  9%

        Personality test:  5%

        Group panel interview:  5%

        Other:  4%

        Presentation:  3%

      • Here are the most commonly searched roles for interview reports -

        1. Software Engineer(942) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(316) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant(227) ;
        11. Vice President(218) ;
        12. Investment Solutions Representative(210) ;
        13. Analyst(204) ;
        14. Financial Services Representative(182) ;
        15. Business Analyst(173) .


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      Financial Associate Interview

      Dec 9, 2016
      Anonymous Interview Candidate
      Westlake, TX

      Other Financial Associate Interview Reviews for Fidelity Investments

      Financial Associate Interview

      Jan 1, 2026
      Anonymous employee
      Covington, KY
      Accepted offer
      No offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 1+ week. I interviewed at Fidelity Investments (Westlake, TX) in Nov 2016

      Interview

      This was a 2-part interview. First part was an online interview which consisted of video recording my answers to an already prerecorded set of questions. You are given one chance to answer each question but there are chances given prior to practice. After the online interview, I was given the opportunity to complete a phone interview. This interview was pretty much getting more details out of your past experiences in relation to the job position.

      Interview questions [3]

      Question 1

      Describe a situation when you received constructive criticism from a manager and how did you handle it?
      Answer question

      Question 2

      Why Fidelity?
      Answer question

      Question 3

      Describe a time when you provided excellent customer service?
      Answer question
      2
      Negative experience
      Easy interview

      Application

      I interviewed at Fidelity Investments (Covington, KY)

      Interview

      Interview process was easy once the interviewer showed up. Was ten minutes late and disrespectful of my time. She was unprofessional with interview questions as well. Zero stars. Would not recommend.

      Interview questions [1]

      Question 1

      Answer a time when you had to tell a customer no.
      Answer question

      Financial Associate Interview

      May 1, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments

      Interview

      The interview was a zoom interview. Upon passing the initial interview, you then complete a drug test, and background check that requires you to go to an office to submit your fingerprints

      Interview questions [1]

      Question 1

      They asked me scenario based questions around different interactions I had with customers.
      Answer question

      Financial Associate Interview

      Aug 19, 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Very standard interview. Most Qs revolve on how you helped customers in past roles and what you can do to excel in this role. Nothing too difficult and they send you questions before hand to practice. Remember star method

      Interview questions [1]

      Question 1

      Tell me a time you went above and beyond
      Answer question

      Jobs at Fidelity Investments

      22 jobs in United States
      Financial Customer Associate - Jacksonville
      Jacksonville, FL
      ·
      $48K - $65K /yr
      (Glassdoor est.)
      View job
      Financial Customer Associate - Smithfield
      Smithfield, RI
      ·
      $45K - $63K /yr
      (Glassdoor est.)
      View job
      Financial Customer Associate - Albuquerque
      Albuquerque, NM
      ·
      $40K - $58K /yr
      (Glassdoor est.)
      View job
      Financial Customer Associate - Salt Lake City
      Salt Lake City, UT
      ·
      $43K - $61K /yr
      (Glassdoor est.)
      View job
      Financial Customer Associate - Durham
      Durham, NC
      ·
      $44K - $65K /yr
      (Glassdoor est.)
      View job
      View all Financial Associate Jobs