I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Westlake, TX) in Jan 2010
Interview
I applied online on sunday night for the Financial Representative posistion at the Westlake office and was called on monday morning to schedule a phone interview with HR. The phone interview took about an hour, asking basic questions about my resume and giving me information about the company and the job I was applying for. Many questions were behavioral based, like how would act in a certain situation and how did you handle things in the past. Then had a 1:1 interview with the hiring managers a week later and a presentation of the company and also a tour. Once again, every question was behavioral based.
Interview questions [2]
Question 1
How have you dealt with an unhappy customer in the past?
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?
