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      Fidelity Investments

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      Financial Representative Interview

      Jul 29, 2009
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      The process took 2 days. I interviewed at Fidelity Investments in Apr 2009

      Interview

      Phone interview that last about 45 minutes- this was really the recruiter reminding you the things you need to brush up on before the actual interview. Interview took place about a week after the phone interview- began with a presentation that lasted about 1 hr and 15 minutes. Then we toured the facility (30 minutes), followed by the interview (1hr) and an aptitude test (1 hr)

      Interview questions [5]

      Question 1

      What you thought this position consisted of and why you want to work for fidelity.
      Answer question

      Question 2

      How do you respond to change, give an example when you were in this sort of situation
      Answer question

      Question 3

      When was a time you gave excellent customer service and how.”
      Answer question

      Question 4

      Give us an example of a situation when a client wasn’t happy with you and how you reacted/ the actions you took
      Answer question

      Question 5

      What makes you different than others-what makes you stand out? What are you motivated by? What would you do if one of your team members was no motivated enough?
      Answer question

      Other Financial Representative Interview Reviews for Fidelity Investments

      Financial Representative Interview

      Dec 2, 2025
      Anonymous Interview Candidate
      Boston, MA
      No offer
      Negative experience
      Easy interview

      Application

      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.

      Interview questions [1]

      Question 1

      Why Fidelity, and Why Finance?
      Answer question

      Financial Representative Interview

      Apr 8, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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.
      Answer question

      Financial Representative Interview

      Sep 25, 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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?
      Answer question
      1