J'ai postulé en ligne. Le processus a pris 4 semaines. J'ai passé un entretien chez Fidelity Investments (Salt Lake City, UT)
Entretien
1st interview was online. They had a series of pre recorded questions and at the end of each question you were given 1 minute to prepare your answer and up to 1 minute to give your response. There are no retries on this, your first recording is all you get. About 20 minutes.
2nd interview was a phone interview. Pretty straightforward. After the 2nd interview I had to do a 2 part online questionnaire. First part was a 45 minute 45 question test of sorts. About 30 were math related (basic math) and the last 15 or so were questions like "dark is to day as heat is to winter". The second half wasn't timed and was more a personality test. Agree, disagree situation questions. Phone: 20-30 minutes. Questionnaire: 90 minutes or so.
3rd interview was in person with the manager. It was about an hour total. Once you've made it to this interview the manager mainly just wants to see if you are quick on your feet and make sure you're dedicated/motivated enough to pass the series 7 and 63 tests.
Each interview was about 1-2 weeks apart. Start date was a couple months after the final interview.
Questions d'entretien [1]
Question 1
They want very specific examples to all questions.
Q. Why are you interested in this role/why fidelity?
Q. What motivates you in finance?
Q. What do you know about the series 7 and 63 licenses?
Q. Specific example of when you had to study for something difficult. Other licenses or tests, how you studied, what you did that helped.
Q. Example of when you received excellent customer service.
Q. How you handled an upset customer.
Q. How you went above and beyond to help a customer and what the result was.
Q. Consultative approach with a customer, when they want something that isnt in their best interest.
These are all the questions I can remember from all 3 interviews.
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?