I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Merrimack, NH) in May 2015
Interview
First had an over the phone interview with Fidelity's HR. Then was scheduled for an in-person interview a week after.
At the in-person interview, there were several other interviewees. Fidelity's Rep. brought us in a room to present and show briefly on who and what they do. Afterwards, two financial representatives comes in and it was a Q&A, you can ask them questions regarding the role that you are applying for.
After a little tour around the building, you will have your interview with two managers that you would potentially work with.
After the interview you'll take a behavioral test.
Interview questions [1]
Question 1
Phone interview questions: Tell me about yourself?, Explain what “world class customer service” means to you?, How do you prepare for an exam? etc.
In-Person questions: Where do you see yourself in 5 years? What is a stock? Did a role play where you had to give advise to the opposite person.
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?