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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 Financial Representative en Fidelity InvestmentsEntrevista de Fidelity Investments


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      Entrevista de Financial Representative

      20 jun 2021
      Empleado anónimo
      Roslyn, NY
      Oferta aceptada
      Experiencia neutra
      Entrevista normal

      Solicitud

      Envié una solicitud electrónica. El proceso duró 3 semanas. Acudí a una entrevista en Fidelity Investments (Roslyn, NY) en may 2021

      Entrevista

      I applied to Fidelity as a Financial Representative online with a cover letter. Within two hours, I heard a response back, from the Assistant Branch Manager. Our interview was focused on my cover letter, my character, and my knowledge of Fidelity. I have been a customer of Fidelity for a while. So I already knew some background of the company. One of the downfalls of the interview was, since I was a college student still, I was being questioned of my ability to get accepted into Fidelity by his manager. Despite concerns of his manager, he let me go through to the next round of interviews. Within two weeks of the last interview, I was scheduled for a second round interview with the Branch Manager. There was little to no questions about the Finance industry. The interview was focused more on my experience in Customer Service, problem solving, my previous leadership and college experience. Both interviews were done over Zoom. I truthfully believe the questions in the interviews are going to be based on yourself as an individual applicant and the role you are applying for. At the end of the interviews, I was told by the end of the week, I would get communication from HR whether I would be accepted or not. The next day from the final interview, I received a contingent offer. After you take the contingent offer, you move on into the administration process of getting hired into the company. Fidelity outsources its Background Investigations with First Advantage, where they do an intensive check into your employment history from 10 years back. I had to explain all the years of unemployment, including years, I was under age, in high school, or in college. They also complete an intensive check on your credit history. In addition, you will be responsible for providing fingerprints and complete a drug test. Once you have completed the process you will be notified you have been cleared. From my understanding, the background check clearance, shouldn't be taken 100% serious until you have officially started working at Fidelity on your start date. The interview process, drug test and fingerprints are pretty easy, but the background test is one of the industry toughest.

      Preguntas de entrevista [5]

      Pregunta 1

      What do you know about Fidelity?
      Responder pregunta

      Pregunta 2

      Can you tell me about yourself?
      Responder pregunta

      Pregunta 3

      Why do you want to work at Fidelity?
      Responder pregunta

      Pregunta 4

      What do you think this role consist of?
      Responder pregunta

      Pregunta 5

      Tell me about a time you had to manage a difficult customer.
      Responder pregunta
      9

      Otras opiniones sobre las entrevistas para el puesto de Financial Representative en Fidelity Investments

      Entrevista de Financial Representative

      2 dic 2025
      Candidato de entrevista anónimo
      Boston, MA
      Sin oferta
      Experiencia negativa
      Entrevista fácil

      Solicitud

      Solicité el puesto a través de la recomendación de un empleado. El proceso duró 3 semanas. Acudí a una entrevista en Fidelity Investments (Boston, MA) en nov 2025

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Why Fidelity, and Why Finance?
      Responder pregunta

      Entrevista de Financial Representative

      8 abr 2025
      Empleado anónimo
      Oferta aceptada
      Experiencia positiva
      Entrevista normal

      Solicitud

      Acudí a una entrevista en Fidelity Investments

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 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.
      Responder pregunta

      Entrevista de Financial Representative

      25 sept 2024
      Empleado anónimo
      Oferta aceptada
      Experiencia positiva
      Entrevista fácil

      Solicitud

      Acudí a una entrevista en Fidelity Investments

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Do you enjoy talking on the phone for 6 hours a day?
      Responder pregunta
      1