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      Fidelity Investments

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      Financial Representative Interview

      9 Feb 2012
      Anonymous interview candidate
      Declined offer
      Negative experience
      Difficult interview

      Application

      The process took 1+ week. I interviewed at Fidelity Investments in Jan 2012

      Interview

      I applied at a job fair, and afterwards I received a phone call requesting an interview over the phone. The first phone call discussed the position and pay, which was $35k plus benefits, and a $2k raise after getting series 7 and 63 licenses. I told him I would "think about it" (I wasn't really interested). I talked with HR again and said yes, and he described what would have to be done to join Fidelity, such as transferring my investments. He explained that shifts could not be moved, and you were stuck with what you were assigned. The next interview was about a week later and was a personality test. It was supposed to be an hour long, but it lasted 70 minutes. The questions included "What kind of Sales experience do you have? Give an example," "What kind of leadership have you shown? Give an example," and "Talk about a team position and how you contributed." They wanted specific details about each example, but not "too specific." The HR interviewer was not very clear about this, but I can guess they want enough detail to see how you helped, but not too much detail to bog them down (my interviewer wasn't very smart - she didn't know much about finance, amongst other subjects). I also had no sales experience, and I could tell from the beginning she wasn't favorably disposed to me, but I also did ask about transferring into other positions after a while (research). If you want this job, don't ask about transferring. You better really want to be an Investment monkey in a call center.

      Interview questions [3]

      Question 1

      "What kind of Sales experience do you have? Give an example,"
      Answer question

      Question 2

      "What kind of leadership have you shown? Give an example,"
      Answer question

      Question 3

      "Talk about a team position and how you contributed."
      Answer question

      Other Financial Representative interview reviews for Fidelity Investments

      Financial Representative Interview

      2 Dec 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

      8 Apr 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

      25 Sept 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

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