I applied through an employee referral. The process took 1 week. I interviewed at Fidelity Investments (Merrimack, NH) in Sept 2015
Interview
It was a 3 step process. 1st was the initial phone call where the interviewer asked some general questions and informs about the job. Then comes the phone interview and mine lasted about 40 minutes. After that came the big in person interview. I went to the facility and there were about 7 more people and together we were greeted by the HR person. From there she took us to an conference room where a team manager gave us a presentation about Fidelity, asked us a few questions. After about 30 minutes 2 more people joined us who were working as the Financial Representative there and answered a lot of questions that we all had. From there we took a tour of the facility before being interviewed individually by the hiring managers.
Interview questions [1]
Question 1
The phone and in person interviews are almost the same but they do look for different examples. Majority questions are behavioral with some role playing.
Why Fidelity? Why Financial Services? Give us an example of when you went above and beyond. How will you prepare for series 7 & 63 exams.
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?