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      Fidelity Investments

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      Financial Representative Interview

      16 Apr 2014
      Anonymous interview candidate
      Merrimack, NH
      Declined offer
      Positive experience
      Average interview

      Application

      I applied through other source. The process took 1+ week. I interviewed at Fidelity Investments (Merrimack, NH) in Mar 2014

      Interview

      You go through 2 phone interviews with 2 separate recruiters. The first is just a simple phone screening, and the second is more of a behavioral interview. After this, you get moved on to where you go to the office you are applying at and you go through a 4 hour session consisting of a presentations on Fidelity, tour of the facility, a face-to-face interview with 2 hiring managers, and a critical thinking assessment. Keep in mind this 4 hour interview is a group of 10-15 candidates so do everything you can to stick out, ask questions, and be outgoing!

      Interview questions [1]

      Question 1

      Typical behavioral interview questions. The tougher questions are in the face-to-face interview. Nothing specific was tough just know a lot about the company, how you'll succeed in job, your leadership skills, team working skills, etc. Basic interview knowledge to be prepared with.
      Answer question
      3

      Other Financial Representative interview reviews for Fidelity Investments

      Financial Representative Interview

      2 Dec 2025
      Anonymous interview candidate
      Boston, MA
      No offer
      Negative experience
      Easy interview

      Application

      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.

      Interview questions [1]

      Question 1

      Why Fidelity, and Why Finance?
      Answer question

      Financial Representative Interview

      8 Apr 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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.
      Answer question

      Financial Representative Interview

      25 Sept 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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?
      Answer question
      1