I interviewed at Fidelity Investments (Florida City, FL)
Interview
They will take you through several common planning scenarios to understand how you speak with clients. They also look to see your process for practice management and prospecting for clients.
Interview questions [1]
Question 1
Discuss how you would talk a client through their large cash position?
I applied through college or university. The process took 3 weeks. I interviewed at Fidelity Investments in Jan 2024
Interview
They have two rounds, The first round is including two back to back interviews, each interviewers has one behavior then one case. And second round has the same process as well.
Interview questions [1]
Question 1
One behavior question like tell me a time when you failed something and then one case following
I applied online. The process took 2 weeks. I interviewed at Fidelity Investments in Oct 2023
Interview
Worst interview I’ve had. Interviewer was rude on the phone and acted as if she’d rather be doing anything else at the time. Received rejection email same day. Not a good representation of the company.