I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Westlake, TX) in Jan 2010
Interview
45 min phone interview, followed by a 3-4hr day at the campus, where you have a group interview/presentation, followed by a 1:1 interview with 2 hiring managers. One clearly is the good cop while the other is the bad cop. They want you to be specific as possible with examples of your past school/ work experience to back up what you say. The questions are all basic and based on your past experience and behavioral based. Once this is complete you go take an IQ exam to make sure you are intelligent enough to pass your Series 7 and 63 the first time and not waste their money since they sponsor you and pay for it all. If you do well on all of it you should get an offer. Just have specifics, and be prepared. Helps if you are already licensed.
Interview questions [3]
Question 1
Describe a time where a customer was upset with you and how did you respond?
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?
