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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

      28 sept 2014
      Candidato de entrevista anónimo
      Westlake, TX

      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
      Sin oferta
      Experiencia positiva
      Entrevista normal

      Solicitud

      Envié una solicitud electrónica. El proceso duró 6 semanas. Acudí a una entrevista en Fidelity Investments (Westlake, TX) en jul 2014

      Entrevista

      Three-tiered interview process, all with standard interview questions. Not too many curveballs. The first is a telephone interview with a recent hire who has one year's experience in the position applied for from the local office (and has transferred to HR). Second is with a senior HR manager and may be from another office located somewhere else in the US. If you pass both interviews, you'll get to tour the facility with a group of candidates. Get there 5-10 minutes early so you don't leave the group waiting. There will be a brief presentation about the company by a senior manager, followed by the tour and finally, an interview with two hiring managers. It was a great experience, that I unfortunately blew, as it was my first serious interview in a long time. I've applied numerous times since and will continue to apply until I get it, or something better. This had the feel of a great place to start a career. They were incredibly kind, helpful, and understanding. If you don't have a lot of experience in customer service, you probably won't get the job, though. If you're fresh out of college without a background as a CSR, work for a while in retail or another customer relations-job first. They are incredibly candid and helpful in letting you know precisely why they pass you over; and you'll have tons of time to prepare for the interview. Use it.

      Preguntas de entrevista [1]

      Pregunta 1

      Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.
      Responder pregunta
      4
      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