Fidelity Investments

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Fidelity Investments Interview Questions

Updated 20 Jan 2015
Updated 20 Jan 2015
684 Interview Reviews

Interview Experience

Interview Experience

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22%
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Getting an Interview

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Candidate Interview Reviews

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  1.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Jacksonville, FL (US)
    Anonymous Interview Candidate in Jacksonville, FL (US)
    Application Details

    I applied through an employee referral. The process took 4 weeksinterviewed at Fidelity Investments in November 2014.

    Interview Details

    It took about 2 weeks after I applied online to hear back. They emailed me to set up a 15-20 minute phone screen. Which was fairly easy. Why Fidelity? Why this position? The recruiter then asked to set up another phone interview which is about 40 minutes, completely behavioral based questions.

    Interview Questions
    Negotiation Details
    No negotiation
    Accepted Offer
    Positive Experience
    Average Interview
  2.  

    Financial and Retirement Planning Associate Interview

    Anonymous Interview Candidate in Westlake, TX (US)
    Anonymous Interview Candidate in Westlake, TX (US)
    Application Details

    I applied through college or university. The process took 1+ weekinterviewed at Fidelity Investments in November 2014.

    Interview Details

    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
    Declined Offer
    Positive Experience
    Average Interview
  3.  

    Summer Technical Interview

    Anonymous Interview Candidate in Raleigh, NC (US)
    Anonymous Interview Candidate in Raleigh, NC (US)
    Application Details

    I applied through college or university. The process took 3 weeksinterviewed at Fidelity Investments in November 2014.

    Interview Details

    I met with some recruiters at my university's career fair. A few months later I talked to one of them on the phone. We talked about my resume and they set me up an interview with a manager. About a week later I had the phone interview with a manager. It lasted about 30 minutes. They told me about what the position entailed and asked me some questions to see if I was qualified. I got word a few weeks after saying that I got the position.

    Interview Questions
    • There wasn't really anything difficult about the interview, just some questions about experience with certain technologies (which varies from team to team)   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
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  5.  

    Java Developer Interview

    Anonymous Interview Candidate in Delhi (India)
    Anonymous Interview Candidate in Delhi (India)
    Application Details

    I applied online – interviewed at Fidelity Investments in November 2014.

    Interview Details

    I received call for java developer for Gurgaon office, they took two interview rounds and this took one month they made me wait for around one month and they don't call back I called them to ask next step they said I have cleared two rounds and one n manger round remains and after one more week when did not receive call I called them and hr said requirement has been put on hold thanks for applying. Total time waste.

    Interview Questions
    No Offer
    Average Interview
  6.  

    Financial Representative Interview

    Anonymous Interview Candidate in Denver, CO (US)
    Anonymous Interview Candidate in Denver, CO (US)
    Application Details

    I applied online. The process took 4 weeksinterviewed at Fidelity Investments in November 2014.

    Interview Details

    There was an initial phone screening with a recruiter in which they went over my resume and then some situational questions. I passed that and was invited to another interview at the regional center (where you would be working) along with around 10 other candidates. We were all lead into a presentation room where they go over the company, benefits, etc., as well as introduce other people that play integral roles in the facility. They make it clear that this is a PHONE BASED JOB. We got a quick facility tour and then after the presentation we broke off individually to interview with two managers. The interview was pretty standard as far as questions go (situational, much like the phone interview), but it was a really relaxed environment and the two people I interviewed with were really nice.

    Some tips (which you will probably see in many of these interview reviews):
    - Be enthusiastic; ask questions
    - Be yourself; be honest
    - KNOW that this will be a phone based job; you have to be okay with that
    - The salary is NON-NEGOTIABLE for entry-level, non-registered representatives (they will train you)

    Interview Questions
    • Tell me about a time when you received coaching from a manager; how did you take it?   View Answer
    Reasons for Declining

    I got a better offer with a different company; different industry as well.
    This company was a VERY strong contender.

    Declined Offer
    Positive Experience
    Easy Interview
  7.  

    Senior Data Analyst Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took a dayinterviewed at Fidelity Investments in November 2014.

    Interview Details

    Got through applying online. The interview process consists of a telephonic round of underestanding if you are a right fit followed by two technical rounds and an HR round later.

    Interview Questions
    • A lot of puzzles and questions related to your work are asked   Answer Question
    No Offer
    Neutral Experience
    Difficult Interview
  8.  

    User Experience Designer Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through a recruiter – interviewed at Fidelity Investments in November 2014.

    Interview Details

    Fairly standard phone interview with one of heads of their UX department. They wanted to know about my past projects, how I got into user experience, why I wanted to work for them specifically, nothing that out of the ordinary. I got word back from the recruiter eventually that they went with someone else because I "wasn't enthusiastic enough", so fake it if you have to.

    Interview Questions
    No Offer
    Neutral Experience
    Average Interview
  9. 2 people found this helpful  

    Associate Software Engineer Developer Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at Fidelity Investments.

    Interview Details

    Applied online and got a phone call in a week.
    On campus interview scheduled 2 days after.
    Interviewers were all nice. 2/3 were basic behavorial questions.
    The rest are technical questions. Straight forward, no trick.

    Interview Questions
    Accepted Offer
    Average Interview
  10.  

    Account Executive Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral – interviewed at Fidelity Investments.

    Interview Details

    Good. Quick. The people are friendly and the staff was on top of things. The interview was to the point and they gave me all the answers to my questions.

    Interview Questions
    No Offer
    Neutral Experience
    Average Interview
  11.  

    Account Executive Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Varies considerably based on the manager interviewing you. Great performance helps but no guarantee. Sometimes they have their person but just need to post and interview for show. Typical of most big companies.

    Interview Questions
    Negotiation Details
    Sales position, set base, variable comp based on performance in comp plan.
    Accepted Offer

See What Fidelity Investments Employees Are Saying

 Former Software Contractor in Merrimack, NH (US)

Pros: “Very reasonable expectations and solid agile software development process make it an enjoyable experience to work in software development. Requirements are clear and well thought out…” Full Review

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