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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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      Financial Services Representative Interview

      Jan 28, 2023
      Anonymous employee
      Saint Louis, MO
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Saint Louis, MO) in Jan 2023

      Interview

      Interview process was smooth and quick for me. Had one initial call with a recruiter to see if this is a potential fit for me. Had a second zoom interview with a branch leader and another person that was about an hour. Great questions asked about job history and how I handled some specific situations. Overall great interview process, and great people.

      Interview questions [1]

      Question 1

      Tell me about a time when you anticipated a potential problem and what did you do about it?
      Answer question

      Other Financial Services Representative Interview Reviews for Fidelity Investments

      Financial Services Representative Interview

      Jun 5, 2026
      Anonymous Interview Candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      First a brief phone screening, and then I needed to schedule an in person interview. The phone screening was around 30 mins and the interview itself was about an hour.

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years?
      Answer question

      Financial Services Representative Interview

      Jun 4, 2026
      Anonymous employee
      Sacramento, CA
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Sacramento, CA)

      Interview

      Interview starts with a phone call from recruiter, and then you move on to a branch leader for the future location you will work at and you have the chance to speak with some of the team.

      Interview questions [1]

      Question 1

      Tell me about a time with angry customers
      Answer question

      Financial Services Representative Interview

      Apr 21, 2026
      Anonymous Interview Candidate
      Austin, TX
      No offer
      Negative experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Austin, TX)

      Interview

      The job description was nothing like what the said it was. They advertised it as hybrid when it was full time in office. Implied would be customer service when it was sales.
      1

      Fidelity Investments interviews FAQs

      • Financial Services Representative applicants have rated the interview process at Fidelity Investments with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 76% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Services Representative roles take an average of 27 days to get hired, when considering 155 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 Services Representative according to 155 Glassdoor interviews include:

        Phone interview:  24%

        Background check:  14%

        Group panel interview:  14%

        One on one interview:  12%

        Drug test:  11%

        Skills test:  9%

        IQ intelligence test:  6%

        Personality test:  6%

        Presentation:  4%

        Other:  0%

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

        1. Software Engineer(941) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(315) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant(225) ;
        11. Vice President(218) ;
        12. Investment Solutions Representative(210) ;
        13. Analyst(204) ;
        14. Financial Services Representative(182) ;
        15. Business Analyst(172) .


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    • Jobs at Fidelity Investments

      43 jobs in United States
      Financial Representative - Henderson, NV
      Henderson, NV
      ·
      $70K - $106K /yr
      (Glassdoor est.)
      View job
      Financial Services Representative - Knoxville, TN
      Knoxville, TN
      View job
      Financial Representative - Gilbert, AZ
      Phoenix, AZ
      View job
      Financial Services Representative - Hilton Head, SC
      Hilton Head Island, SC
      View job
      Financial Representative - Memphis, TN
      Germantown, TN
      ·
      $59K - $106K /yr
      (Glassdoor est.)
      View job
      View all Financial Services Representative Jobs