Fidelity Investments

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Fidelity Investments Private Client Specialist Interview Questions & Reviews

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2 candidate interviews Back to all interview questions
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Accepted Offer

Neutral Experience

Average Interview

Private Client Specialist Interview

Private Client Specialist

I applied online and the process took 3 weeks - interviewed at Fidelity Investments.

Interview Details Interview was straight forward. Hiring process with the HR person was a mess. She had no clue about the job/questions to answer and timeline.

Interview Question – N/A/   Answer Question

Negotiation Details – Straightforward, though the HR rep was clueless


Accepted Offer

Neutral Experience

Average Interview

Private Client Specialist Interview

Private Client Specialist
Sarasota, FL (US)

I applied through an employee referral and the process took 4+ weeks - interviewed at Fidelity Investments in August 2010.

Interview Details I was referred by a fidelity employee and went to an informal lunch with the branch manager and this employee. This was followed a week later by a 1:1 interview with the branch manager where I was asked about my past job experience and interest in the position. I had a second formal interview with a panel where I was asked to role play asking a current client for a referral. I had a phone interview with HR and then filled out an online application. The whole process took about a month...slow follow-up IMO

Interview Questions

Negotiation Details – Did not negotiate

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