Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Fidelity Investments

      Engaged employer

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
      Fidelity Investments interviewsFidelity Investments Financial Representative interviewsFidelity Investments interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Indeed, Inc. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Indeed, Inc.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Financial Representative Interview

      31 Mar 2016
      Anonymous employee
      Accepted offer
      Positive experience

      Other Financial Representative interview reviews for Fidelity Investments

      Financial Representative Interview

      2 Dec 2025
      Anonymous interview candidate
      Boston, MA
      No offer
      Difficult interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fidelity Investments in Mar 2016

      Interview

      I applied online and got an email for a phone interview within a few days. The phone interview was 45 minutes to an hour. Finally, I invited for an in-person interview. Prior to the on-site interview, I had to take a "math" test and a personality questionnaire. Research behavioural questions and come up with answers to the questions listed on the page (it was very helpful for me) and you will be able to get the job. I got a call with an offer a few days after my interview.

      Interview questions [5]

      Question 1

      The phone interview questions are pretty well listed in the other reviews. The on-site interview had many of the same questions. They want to know that you want to work for the company. Study the culture of the company, know that Fidelity is a very innovative company, and the company really cares about their customers.
      Answer question

      Question 2

      Where do you see yourself in 5 years?
      Answer question

      Question 3

      Tell me about a time you got feedback and didn't agree with it.
      1 Answer

      Question 4

      Tell me about a time you had to work as a team.
      1 Answer

      Question 5

      Tell me about a time you were given great/bad customer service.
      Answer question
      3
      Negative experience
      Easy interview

      Application

      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.

      Interview questions [1]

      Question 1

      Why Fidelity, and Why Finance?
      Answer question

      Financial Representative Interview

      8 Apr 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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.
      Answer question

      Financial Representative Interview

      25 Sept 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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?
      Answer question
      1