I applied online. I interviewed at Fidelity Investments in Dec 2014
Interview
I had 3 interviews. The first was a very basic phone interview asking what I knew about the company and why did I want to work for Fidelity. I enjoy investing and helping people and this is exactly what they wanted to hear. I was next scheduled for a 30 minute phone interview where I was warned that the majority of the questions would be behavioral and was given the advice to practice.
Next I had the 30 minute phone interview. I found it challenging because I was asked to give specific example after example of times I gathered information from a customer and helped them get exactly what they wanted even though it was different from what they first thought they wanted.
I was asked to recommend a restaurant to an out of town guest. I live in Cincinnati and recommended a very famous restaurant on the river named Montgomery Inn. I went into extensive detail about the history of the restaurant and the variety of food. I was then told I failed this question because I should of first asked the out of town guest what type of food and dining were they looking to experience. I was told overall I did good but keep in mind for the next interview Fidelity is all about the customer expierence and remember to site examples of when you gave the customer the opportunity to ask questions and listen before offering guidance.
For the 3rd interview I was brought onsite to Fidelity. The first hour was dedicated to a group presentation selling us on the Fidelity philosophy. It was even to agree with their philosophy of every decision is based on if only these 3 things are achieved. It must be good for the customer, the business and the employee. If one of those is missing we don't do it.
I was then interviewed by 2 employees for the next hour. They asked for a lot of examples of where I pulled a rabbit out of the hat in stressful situations with customers and coworkers. I was very practiced and prepared and gave example after example.
Side Note: I was offered the job and accepted. I was hired at the end of December and the job was to start at the end of Feb. I I passed a background check and a drug test. I was also told to schedule for fingerprinting. I had some difficulty scheduling the finger printing because I had already taken off work to do the interview. I was planning on doing the finger printing a couple weeks before the job started but I received and email in the middle of Jan that because I took so long to schedule fingerprinting I had fallen out of compliance and the offer was being taken away.
My only advice to the company is that they should have communicated a specific date that fingerprinting needed to be completed. I did drag my feet on the finger printing but was never given an indication it would cost me the position by not having completed by a certain date.
Interview questions [1]
Question 1
When did you help someone who they wanted one thing but it turned out they were really asking for something different?
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?