I applied online. The process took 6 weeks. I interviewed at Fidelity Investments (Covington, KY) in May 2015
Interview
The process started when I got an email from an HR rep scheduling a phone interview. The phone interview took an hour and was about half job description and half behavioral interview. The questions were pretty easy and mostly about customer service. I think as long as your answers make sense they move you on to the next step. They told me at the end of the phone call that they wanted to schedule an in person interview but she didn't have any dates yet so she would get back to me.
She called me about a week later to set up the in person interview but the date was for about two weeks later. It was almost a month between the phone interview and the in person interview. Before the interview I had to complete another application online with work history going back 10 years and addresses going back 5.
The in person interview took about 3 hours. You show up and go through most ofnit wirh a group (my group had about 10 people). The first hour was a presentation over the company. Then we went on a brief tour (just the floor you'll be working on, the training area, and the cafeteria). After the tour we went individually for our interviews. You are interviewed by 2 hiring managers for about an hour. They ask a lot of the same questions as the phone interview and they have the notes from that interview so you're supposed to try and give different answers. I didn't have the 'good cop-bad cop' experience other people have mentioned, both interviewers were nice to me. After the interview you take a exam that measures your reasoning and ability to use logic. No biggie and no way to study for that.
That was it for the interview. I interviewed on a Wednesday and received an offer of employment that Friday although it took 3 more weeks to actually start.
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?