Financial Representative Interview Questions

5,866 financial representative interview questions shared by candidates

Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.
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Financial Representative

Interviewed at Fidelity Investments

4.1
Sep 28, 2014

Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.

Normal questions if you look online, you can find what they will ask you but use STAR method, its easy and helpful to keep your answers clear and focused. Why fidelity. Why do you want to be in Wealth management?
avatar

Financial Service Representative (FSR)

Interviewed at Fidelity Investments

4.1
Jan 29, 2026

Normal questions if you look online, you can find what they will ask you but use STAR method, its easy and helpful to keep your answers clear and focused. Why fidelity. Why do you want to be in Wealth management?

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