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      Recherches associées: Avis sur Fidelity Investments | Offres d’emploi chez Fidelity Investments | Salaires chez Fidelity Investments | Avantages sociaux chez Fidelity Investments
      Entretiens chez Fidelity InvestmentsEntretiens d’embauche pour Financial Representative chez Fidelity InvestmentsEntretien chez Fidelity Investments


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      Entretien pour Financial Representative

      6 juin 2011
      Employé (anonyme)
      Merrimack, NH

      Autres retours d’entretien d’embauche pour un poste comme Financial Representative chez Fidelity Investments

      Entretien pour Financial Representative

      2 déc. 2025
      Candidat à l'entretien anonyme
      Boston, MA
      Aucune offre
      Offre acceptée
      Expérience positive
      Entretien difficile

      Candidature

      J'ai postulé via la recommandation d'un employé. Le processus a pris 2 semaines. J'ai passé un entretien chez Fidelity Investments (Merrimack, NH) en juin 2011

      Entretien

      I was referred by a Senior Vice President in the Merrimack branch and contacted directly from HR. I then had about a half hour phone interview with a couple behavioral type questions as well as personality questions. After the phone interview they tell you whether or not they wanted you to go to their campus for about a 3 hour interview. The big interview consisted of a presentation on the company and specific job you are applying for. They then give you a tour of the building and let you speak with a current financial representative. They let you ask any questions pertaining to any experiences etc. Then you have an interview with 2 managers of financial representatives. They play the good-cop bad cop routine and one is clearly the bad cop. This interview is all behavioral based. Make sure to look online for typical behavioral interview questions. Make sure to stress customer service importance and look at the company from the opposite point of view in a way how you could help the company and not how the company can help you. They want the best people possible and you must research the company as they ask you what you know about the financial markets and about fidelity. Research the series 7 and 63 license requirements. They ask about these as well. Be confident and precise in your answers. Give specific examples to the interview questions. The office space is very spacious. The people seemed nice. Its a very structured work environment but it was a business casual dress code.

      Questions d'entretien [5]

      Question 1

      Tell us about your resume
      1 réponse

      Question 2

      Tell us of a time where you performed outstanding customer service
      Répondre à cette question

      Question 3

      What do you feel is outstanding customer service and tell of a time you received outstanding customer service.
      1 réponse

      Question 4

      How can you be successful in passing the series 7 exam
      Répondre à cette question

      Question 5

      what sets you apart from other candidates?
      1 réponse
      5
      Expérience négative
      Entretien facile

      Candidature

      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.

      Questions d'entretien [1]

      Question 1

      Why Fidelity, and Why Finance?
      Répondre à cette question

      Entretien pour Financial Representative

      8 avr. 2025
      Employé (anonyme)
      Offre acceptée
      Expérience positive
      Entretien moyen

      Candidature

      J'ai passé un entretien chez Fidelity Investments

      Entretien

      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.
      Répondre à cette question

      Entretien pour Financial Representative

      25 sept. 2024
      Employé (anonyme)
      Offre acceptée
      Expérience positive
      Entretien facile

      Candidature

      J'ai passé un entretien chez Fidelity Investments

      Entretien

      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?
      Répondre à cette question
      1