I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Westlake, TX)
Interview
The interview process was like most others have described. First is an over the phone, informal getting to know you and the position "interview". Then is an over the phone interview where they give you tips of your answers. It's mostly behavioral based questions. I was unable to attend the group interview, so I got a one-on-one interview...well, one-on-two. I met with two of the managers and they walked me around the facility. We then did the interview section, very similar to the phone interview but they asked for different answers. I was asked what I knew about the current market/current events affecting the market. Then took the test. I got a call about 3 days later saying I would get an official offer once they knew my start date. About 2 days later I got a call saying they were ready to set up the official offer call, and then I got the official offer call.
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?