I applied through a recruiter. The process took 2 days. I interviewed at Fidelity Investments in Jan 2010
Interview
I met a Fidelity recruiter at a networking event and gave them my resume. I also had a friend that worked at Fidelity which is always a plus. The interview is intense and challenging, especially if you are not familiar with common interview questions. The phone interview asked behavioral questions and know about the products/services that Fidelity provides.
The in-person interview day started with an introduction PPT presentation. You are with the other candidates for the first hour. Everyone was really eager to stand out, so do your best to pipe up and ask some questions, even if it is about general information. Know common terms such as stocks, preferred stock, stock symbol, etc. We then took a tour around the building and met a couple of employees.
Then two hiring managers took candidate by candidate into a separate conference room for an 1 hour + interview. The day you go in for your interview, know the current unemployment rate, what is going on with the Federal Reserve, the current stock indexes quotes such as the Dow Jones and S&P 500. Know exactly why you want to work at Fidelity and not another investment company - very important.
Overall, have great answers to common interview behavioral questions and you'll do great.
This role has a very structured schedule and you will be at your desk most of the time. Tell me what the challenges would be for you given that information and have you worked in an environment like this before.
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?
