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      Fidelity Investments

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      Top companies for "Compensation and Benefits" near you

      avatar
      Moody's
      3.7★Compensation and benefits

      Financial Services Representative Interview

      5 Feb 2010
      Anonymous employee
      Salt Lake City, UT

      Other Financial Services Representative interview reviews for Fidelity Investments

      Financial Services Representative Interview

      5 June 2026
      Anonymous interview candidate
      No offer
      Positive experience
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Salt Lake City, UT) in Jan 2010

      Interview

      Applied by emailing resume after seeing job posting. They call a couple weeks later and setup a time for a phone interview. The phone interview was your typical interview with lots of "name a time when..." questions. Be confident with your answers and don't act nervous. That's the most important thing. As long as your answers are related then they will work, but they must be real because they like to ask follow up questions. At the end of the interview she told me I did well enough to come in for a 2nd interview about 3 weeks later. There was about 18 of us in my group and it took 3 hours roughly. They gave a tour of the building (boring) and then did about an hour presentation (very very boring) which included analyzing a phone call. Then about 50 people came in and started calling us out individually. Some were interview by 2 people, some by 3. I was interviewed by 3 guys. They asked a lot of the typical "name a time when..." or "what type of management style best suits you?" or "what types of software programs or systems do you work with on a daily basis" (in order to find out how competent you are switching between multiple programs. Just be confident and be prepared with a lot of specific examples. The interview is the most important part. No need to suck up in the presentation because they don't interview you in the end anyway. Then after the 30-45 min interview, they had us take an 80 question logic test (included logical thinking, deduction, assumption, stuff like that). Didn't seem too hard though some questions were kind of vague. Then you're done. They called back in about a week with an offer.

      Interview questions [1]

      Question 1

      Name a time that a person you helped thought they wanted one thing, but when you heard their needs you realized they needed a different service/product? How did you convince them they needed something else?
      1 Answer
      2
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      First a brief phone screening, and then I needed to schedule an in person interview. The phone screening was around 30 mins and the interview itself was about an hour.

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years?
      Answer question

      Financial Services Representative Interview

      4 June 2026
      Anonymous employee
      Sacramento, CA
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Sacramento, CA)

      Interview

      Interview starts with a phone call from recruiter, and then you move on to a branch leader for the future location you will work at and you have the chance to speak with some of the team.

      Interview questions [1]

      Question 1

      Tell me about a time with angry customers
      Answer question

      Financial Services Representative Interview

      21 Apr 2026
      Anonymous interview candidate
      Austin, TX
      No offer
      Negative experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Austin, TX)

      Interview

      The job description was nothing like what the said it was. They advertised it as hybrid when it was full time in office. Implied would be customer service when it was sales.
      1