I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in July 2010
Interview
You'll start out with a phone interview, very basic, primary purpose is to really understand what the job is and if you're still interested. The second phase is a on site interview. The on site consists of a group interview with other candidates, 2-on-one interview, and an intelligence test. The group interview is pretty much an introduction to Fidelity; listen ask a question or two and your set. The second part of the on site interview is with 2 managers and yourself... they'll ask you basic questions, most of which come from a bank of questions they'll bring with them, standard HR questions, Why do you want to do this job? Goals? etc... very basic. The last part of the on site interview is an intelligence test, broad based logic test, you either got it or you don't. A few days later they call, offer you the job and then your set from there.
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?
