Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Fidelity Investments

      Engaged employer

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
      Fidelity Investments interviewsFidelity Investments Financial Services Representative interviewsFidelity Investments interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Indeed, Inc. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Indeed, Inc.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Financial Services Representative Interview

      13 Dec 2015
      Anonymous employee
      Accepted offer
      Positive experience

      Other Financial Services Representative interview reviews for Fidelity Investments

      Financial Services Representative Interview

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

      Application

      I applied online. I interviewed at Fidelity Investments

      Interview

      I had a phone screen interview at first with some very simple questions that just went over my resume and covered my general relevant work experience. It went well, so I was asked to come in for an in person interview. I arrived about fifteen minutes early and the receptionist was very courteous. She showed me where the closet was to hang my coat, gave me some water, and directed me to the bathroom so that I could freshen up since the interview was expected to be about 45-60 minutes. At first the in person interview was with a panel. The managers and HR staff interviewing me were all very pleasant. They asked questions about my work experience and some behavioural questions, but nothing too scary or out there. After talking with them for about 45 minutes, the senior manager came in to talk with me and get an impression of me. That portion of the interview was much more relaxed and was a chat to assess potential fit within company culture. All in all, a good experience. I'm glad I applied. Then I had to submit a document and pass a background check.

      Interview questions [1]

      Question 1

      What attracted you to this role?
      Answer question
      1

      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