I applied through an employee referral. The process took 4 weeks. I interviewed at Fidelity Investments (Salt Lake City, UT) in Apr 2011
Interview
They began with a 30 minute phone interview, which they ask different questions looking for examples of when you dealt with customers with examples. They were really friendly. After that there was a in person interview at the office where they go over a little bit more about Fidelity and different benefits. They then had someone who works in the position come in so the group could ask questions about what it is like to work there.
From there different managers came in and there were two per applicant. They then toured the facility and had the final interview. Again they are looking for examples of when you have dealt with customers and situations on what you would do in different situations. Make sure you stress how important customer service is.
Interview questions [2]
Question 1
Explain a time when you didn't get along with a fellow co-worker. What did you do to resolve the situation?
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?
