I applied through university. The process took 3 months. I interviewed at Fidelity Investments (Covington, KY)
Interview
Found the job on my career center website. Applied on Fidelity website. Was contacted about a month later to see if I was still interested in the job. They talked about what the job entails. They then set you up with a phone interview. I wouldn't stress about this that much. They give you feed back as you go on how to improve your answers. They will automatically send you to the next round. From here you go visit the Fidelity campus. You have an hour presentation, followed by a tour of where you would be working. Then you go off with two hiring managers, and have a 2:1 interview. Mainly behavioral questions. After the interview you go take a logic test. Do well on this since they use this to determine on how successful you will be with the series 7 exam. Its a long process. They get back to you within 4-5 days of a decision.
Interview questions [1]
Question 1
Tell us about a time where you gave exceptional customer service?
What is world class customer service?
How will you be successful with the series 7?
Tell us about your resume
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?
