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      Fidelity Investments

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      Financial Services Representative Interview

      9 Oct 2014
      Anonymous employee
      Jacksonville, FL

      Other Financial Services Representative interview reviews for Fidelity Investments

      Financial Services Representative Interview

      5 Jun 2026
      Anonymous interview candidate
      No offer
      Positive experience
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in Apr 2011

      Interview

      After applying online, I was contacted by e-mail to schedule a phone interview. The phone interview was pretty standard. Tell me about yourself. Why do you want to work here. Within 2 weeks of the phone interview, I had an in-person interview at the office with 2 managers. You are in a very small room for the interview so that was a little awkward. The really want to know if you are willing to work overtime and any shift (specifically Saturdays and the evening shift -- 2pm to 1am). The also asked a lot of questions about current market news, such as what is the price of gold, what is the Dow Jones at, how has the market been doing, what is a mutual fund, etc. After the interview, I had to take the Watson-Glaser test. The test doesn't test your knowledge of any particular subject. It is more behavioral based to evaluate how you think.

      Interview questions [1]

      Question 1

      What is a mutual fund? (I didn't know much about finance before going in, so I kind of stumbled over that one)
      Answer question
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      First a brief phone screening, and then I needed to schedule an in person interview. The phone screening was around 30 mins and the interview itself was about an hour.

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years?
      Answer question

      Financial Services Representative Interview

      4 Jun 2026
      Anonymous employee
      Sacramento, CA
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Sacramento, CA)

      Interview

      Interview starts with a phone call from recruiter, and then you move on to a branch leader for the future location you will work at and you have the chance to speak with some of the team.

      Interview questions [1]

      Question 1

      Tell me about a time with angry customers
      Answer question

      Financial Services Representative Interview

      21 Apr 2026
      Anonymous interview candidate
      Austin, TX
      No offer
      Negative experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Austin, TX)

      Interview

      The job description was nothing like what the said it was. They advertised it as hybrid when it was full time in office. Implied would be customer service when it was sales.
      1