J'ai postulé en ligne. Le processus a pris 5 jours. J'ai passé un entretien chez Fidelity Investments (San Francisco, CA) en janv. 2015
Entretien
The hiring process consist of an initial phone call from HR. The phone interview measures your previous experience with customers. I recommend staying as neutral as possible with the HR representative. Second, you will be scheduled to meet with a branch associate. If you meet with someone other than the branch manager, their experience will be limited to selling packaged solutions, not created in-house. So, you want to be as personable as possible while not sounding pompous in your investment knowledge (it doesn't matter). Be distinguished, yet neutral in answers. These people are not looking for Warren Buffet's. Most customers walk up to the counter like a retail bank.
Questions d'entretien [1]
Question 1
Are you comfortable taking on multiple responsibilities at once.
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?