J'ai postulé en ligne. Le processus a pris plus d'une semaine. J'ai passé un entretien chez Fidelity Investments (Salt Lake City, UT) en oct. 2015
Entretien
The interview process was really quick. I applied online and then had a web interview about three days later. This was followed by a phone interview with the recruiter two days after the web interview and then an in office interview a few days after that. The interview wasn't very difficult and they are basically looking to see that you can communicate with customers and provide great customer service. Virtually no questions on finance related materials other then making sure you are ok with getting the series 63 and series 7 licenses.
Questions d'entretien [1]
Question 1
Name a time you provided outstanding customer service?
J'ai postulé via la recommandation d'un employé. Le processus a pris 3 semaines. J'ai passé un entretien chez Fidelity Investments (Boston, MA) en nov. 2025
Entretien
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.
Questions d'entretien [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.
Questions d'entretien [1]
Question 1
Do you enjoy talking on the phone for 6 hours a day?