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      Fidelity Investments

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      Financial Representative Interview

      22 Mar 2015
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Fidelity Investments (Merrimack, NH) in Jul 2012

      Interview

      Submitted application online. Received an email to set up phone interview. Phone interview was simple and was basically a way for HR to gauge if you are semi-intelligent and worthy of moving on. In person interview was scheduled, and when I arrived I was one of at least 20 or 30 others there for an interview. They took us inside a conference room and gave us a power point regarding how great Fidelity was and what it did and how successful it was. They then matched us up with a pair of interviewers, one who played the "good cop" and one who played the "bad cop". They took me on a brief walk through the call center floor before quickly ushering me into an empty office. Interview questions were read from prompts on a packet they had, and contained many very standard interview questions, along with a couple abstract ones toward the end to judge if you can think quickly on your feet. Interview lasted just over an hour. The interviewers then escorted you to another conference room where you had to take a critical thinking test, which took about 30 minutes. After that I left. Total time spent at the building was a bit under 3 hours. It felt very impersonal and they made it obvious there were lots of other people who they could get, and that you weren't that important to them. In hindsight this is exactly how they ended up treating you as an employee. Received an offer about a week later, with a start date a month after that as they bring in "new hire classes" in waves for training. Against my better judgement about the impersonal and cocky nature of the company and interviewers I accepted.

      Interview questions [5]

      Question 1

      Describe to us using no visual aids how to tie a shoelace
      1 Answer

      Question 2

      Why do you want to work for Fidelity?
      Answer question

      Question 3

      Can you name a time when you had an issue with your manager and how you resolved it?
      Answer question

      Question 4

      Define "World-Class Customer Service"
      Answer question

      Question 5

      Describe an experience where you received great customer service
      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