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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 Workplace Planning Associate en Fidelity InvestmentsEntrevista de Fidelity Investments


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      Entrevista de Workplace Planning Associate

      7 sept 2022
      Empleado anónimo
      Jacksonville, FL

      Otras opiniones sobre las entrevistas para el puesto de Workplace Planning Associate en Fidelity Investments

      Entrevista de Workplace Planning Associate

      5 mar 2026
      Empleado anónimo
      Merrimack, NH
      Oferta aceptada
      Oferta aceptada
      Experiencia positiva
      Entrevista normal

      Solicitud

      Envié una solicitud electrónica. El proceso duró 2 semanas. Acudí a una entrevista en Fidelity Investments (Jacksonville, FL) en sept 2022

      Entrevista

      Applied directly on the website and was reached out to by a recruiter the following week. First phone call is initial screening questions to make sure they're not wasting time. If the recruiter thinks you got what it takes they'll send you an assessment and make sure you pass! Second phone call they'll prep you for the final interview with the hiring managers which was just 3 days from that phone call. For me it was through Zoom. Overall fantastic experience. Both recruiter and hiring manager was very good at making you feel comfortable and calming your nerves. They were efficient and did not repeat any questions one or the other asked. Received an offer the very NEXT DAY. I'll try to put every question I remember

      Preguntas de entrevista [18]

      Pregunta 1

      (Recruiter) Tell me a bit about yourself (Use the "Triple S" method: Success, Strength, Situation | Look up Dan Lok on YT)
      Responder pregunta

      Pregunta 2

      (Recruiter) Why do you want to work in Financial Services?
      Responder pregunta

      Pregunta 3

      (Recruiter) Why do you want to work in a sales/consultative environment?
      Responder pregunta

      Pregunta 4

      (Recruiter) What interests you about Fidelity?
      Responder pregunta

      Pregunta 5

      (Recruiter) What interests you about this role specifically?
      Responder pregunta

      Pregunta 6

      (Manager) What brought you to Fidelity?
      Responder pregunta

      Pregunta 7

      (Manager) What brought you to this role specifically?
      Responder pregunta

      Pregunta 8

      (Manager) Describe your study methods and how would you adapt if you were falling behind a fast-paced learning environment?
      Responder pregunta

      Pregunta 9

      (Manager) What do you know about the liscenses required?
      Responder pregunta

      Pregunta 10

      (Manager) Describe your sales process
      Responder pregunta

      Pregunta 11

      (Manager) Describe a time when you received criticism and how you grew from it
      Responder pregunta

      Pregunta 12

      (Manager) Describe a time when you had to teach someone complicated and how did you know they were beginning to understand it?
      Responder pregunta

      Pregunta 13

      (Manager) What is your process of building customer rapport?
      Responder pregunta

      Pregunta 14

      (Manager) Biggest challenge you think you'll face in this role?
      Responder pregunta

      Pregunta 15

      (Manager) Describe a time you went beyond client expectations (avoid calling them customers)
      Responder pregunta

      Pregunta 16

      (Manager) What do you know about this role?
      Responder pregunta

      Pregunta 17

      (Manager) Where do you see yourself in 3-5 years?
      Responder pregunta

      Pregunta 18

      (Manager) Any questions for me?
      1 respuesta
      17
      Experiencia positiva
      Entrevista normal

      Solicitud

      Acudí a una entrevista en Fidelity Investments (Merrimack, NH)

      Entrevista

      The interview process was quite easy with two steps: Introductory Call with recruiter - make sure you're a right fit Call with a team leader - Mostly behavioral interview utilizing STAR method.

      Preguntas de entrevista [1]

      Pregunta 1

      Not applicable i Don't remember sorry.
      Responder pregunta

      Entrevista de Workplace Planning Associate

      1 jul 2025
      Empleado anónimo
      Oferta aceptada
      Experiencia positiva
      Entrevista difícil

      Solicitud

      Acudí a una entrevista en Fidelity Investments

      Entrevista

      Very corporate. Be ready for answering questions in STAR format. Also brownie points for knowing a lot about Fidelity. Obviously there are set questions the interviewer has to ask you. The more you know the better. They are very much wanting you to be 100% all in for working for fidelity.

      Preguntas de entrevista [1]

      Pregunta 1

      Tell me about a time you exceeded expections.
      Responder pregunta
      2

      Entrevista de Workplace Planning Associate

      23 abr 2025
      Candidato de entrevista anónimo
      Denver, CO
      Oferta rechazada
      Experiencia negativa
      Entrevista normal

      Solicitud

      Acudí a una entrevista en Fidelity Investments (Denver, CO)

      Entrevista

      They low balled the salary range and change it from what they offered in the original job posting. I would recommend looking elsewhere for this type of role unless you are okay with it as a starting position and are doing it for the educational aspect.

      Preguntas de entrevista [1]

      Pregunta 1

      Your experience with the required certifications.
      Responder pregunta