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      Fidelity Investments

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      Búsquedas relacionadas: Opiniones sobre Fidelity Investments | Ofertas de empleos en Fidelity Investments | Sueldos en Fidelity Investments | Beneficios en Fidelity Investments
      Entrevistas de Fidelity InvestmentsEntrevistas para el puesto de Investment Consultant en Fidelity InvestmentsEntrevista de Fidelity Investments


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      Entrevista de Investment Consultant

      14 oct 2009
      Empleado anónimo
      Oferta aceptada
      Experiencia neutra

      Otras opiniones sobre las entrevistas para el puesto de Investment Consultant en Fidelity Investments

      Entrevista de Investment Consultant

      18 nov 2025
      Candidato de entrevista anónimo
      Los Angeles, CA
      Entrevista normal

      Solicitud

      Solicité el puesto en persona. El proceso duró 3 semanas. Acudí a una entrevista en Fidelity Investments en dic 2007

      Entrevista

      The first interview was a typical phone screen from HR rep. The second was with 2 managers wich asked a series of situational questions seeking answers of specific situations where certain skills were used and successful results were achieved. The 3rd was with the hiring manager which was a meet and greet and he offered me the position.

      Preguntas de entrevista [1]

      Pregunta 1

      what are your expectations for the market for the next year and what factors will contribute to that performance and why?
      Responder pregunta
      Sin oferta
      Experiencia negativa
      Entrevista difícil

      Solicitud

      Acudí a una entrevista en Fidelity Investments (Los Angeles, CA)

      Entrevista

      They have you do a credit check, background check, and I believe drug test if you make it far enough in the process. They have you apply and talk to someone at the branch. The next round is you talking over video to one of the hiring managers. The round after that is you talking to their FAs.

      Preguntas de entrevista [1]

      Pregunta 1

      Role play - what do you do when a client says no to you.
      Responder pregunta

      Entrevista de Investment Consultant

      1 nov 2025
      Empleado anónimo
      San Francisco, CA
      Oferta aceptada
      Experiencia positiva
      Entrevista normal

      Solicitud

      Acudí a una entrevista en Fidelity Investments (San Francisco, CA)

      Entrevista

      A couple of phone screenings, but only 2 real interviews. Pretty straightforward questioning. If the first interview went well, the second will probably be very chill and conversational with a quick role-play scenario.

      Preguntas de entrevista [1]

      Pregunta 1

      They ask about relationship building within the office (with coworkers, team etc.)
      Responder pregunta

      Entrevista de Investment Consultant

      15 ago 2024
      Candidato de entrevista anónimo
      Sin oferta
      Experiencia negativa
      Entrevista normal

      Solicitud

      Envié una solicitud electrónica. El proceso duró 4 semanas. Acudí a una entrevista en Fidelity Investments en jul 2024

      Entrevista

      I applied for the role. Took about 2 weeks to book an interview with the recruiter. The recruiter asked me questions about my experience, background, why I want to work for Fidelity, and why now. She said she will speak with the branch manager and get back to me within a week. I didn't hear back from her for 2-3 weeks. I sent a follow up email and still didn't hear back. A few days ago, I followed up with the corporate and the next morning the recruiter declined me for the role. After sending her an email, the recruiter called me to explain why they didn't move forward. Her reasons were: 1. My licenses are expired (not true). Plus, Fidelity's site says even if you don't have licenses, you can get them quickly after being hired. 2. I want to become a Financial Consultant, and she was not sure how quickly they will make me a FC. I never said I want to become a FC quickly. I said I'm interested in a career path that leads to being an FC and I'm looking for a 20+ years career path. Overall, the recruiter's controversial feedback and lack of sense of urgency deteriorated my view of Fidelity.

      Preguntas de entrevista [1]

      Pregunta 1

      Tell me about your background? Why Fidelity? Why now?
      Responder pregunta