I applied in-person. The process took 1+ week. I interviewed at Fidelity Investments (New York, NY) in June 2013
Interview
Fidelity has a rather standard application process. The recruiter at the main office in Texas was the main point of contact. They were polite but pretty busy, and didn't have a lot of spare time. It sounds like they handle a good amount of volume in applicants. The people at the branch were very nice, almost like they were serving me. They really focus a lot on their overall brand image.
Interview questions [1]
Question 1
No difficult questions, just the standard group of interview questions (tell us how you handle a difficult client, etc).
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?