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      Fidelity Investments

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      Financial and Retirement Planning Associate Interview

      26 Nov 2014
      Anonymous interview candidate
      Westlake, TX
      Declined offer
      Positive experience
      Average interview

      Application

      I applied through university. The process took 1+ week. I interviewed at Fidelity Investments (Westlake, TX) in Nov 2014

      Interview

      After an on campus mock interview, someone else called asking if I would interested in the position and then set up a longer phone interview with a recruiter. After speaking with the recruiter, an in person interview at the Westlake campus was set up the following week. At the campus, we were given an overview of the campus, the company and some benefits before an interview with two managers. After the interview, we had to take a skills and reasoning test to gauge success in passing Series 7 and 66 licensing. I was told I would be contacted in two weeks, but the recruiter called me the day after interviewing offering me the position and outlining the details of the position. Throughout the interview process, the questions were very standard behavioural based questions (e.g. tell me about a time when...). They also asked about my knowledge of the Series 7 and 66 exams, my motivation to earn them and my plan to study for them. The process was very straightforward with very friendly and helpful people.

      Interview questions [1]

      Question 1

      Talk someone through recommending an area restaurant.
      1 Answer