J'ai postulé en ligne. Le processus a pris 1 semaine. J'ai passé un entretien chez Fidelity Investments (Westlake, TX) en nov. 2015
Entretien
Applied directly through Fidelity. 2 interviews total. 1st one was a phone interview and 2nd interview was onsite at Westlake. There were about 10 people there, and they brought us into a conference room where they gave a presentation on the history of Fidelity, and then four current Financial Reps took the group on a quick tour of the facility where we could ask some questions to them. Then I interviewed with 2 managers and took an aptitude test. About a 3 hour process all together. The phone interview was very similar to the in person interview.
Questions d'entretien [3]
Question 1
When was a time you had to use a consultative approach with a customer?
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?