I applied through an employee referral. The process took 2 weeks. I interviewed at Fidelity Investments (Salt Lake City, UT)
Interview
The interview process is typical. Starts out with a phone interview and then moves to an in-person interview. Job offers are formally issued in written form. Once hired, the firm has a robust training curriculum to train inexperienced reps how to pass the licensing exams (which are hard but passable due to the effective training program the new-hires go through). Exam fees are employer-paid. You spend the first 2 months in training before interacting with customers. I felt the hiring process was swift and professional.
Interview questions [1]
Question 1
I do not recall being asked a particularly difficult question. I think that they basically want to meet you in-person and ensure you would be a good fit for the firm. They do not try and grill you to make you stumble. The interviewers want to know if you know how to work, if you would get along with fellow colleagues, and that you are capable of passing the licensing exams where they invest a lot of money in you.
I applied through an employee referral. The process took 3 weeks. I interviewed at Fidelity Investments (Boston, MA) in Nov 2025
Interview
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.
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.
Interview questions [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.
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.
Interview questions [1]
Question 1
Do you enjoy talking on the phone for 6 hours a day?