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      Fidelity Investments

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      Customer Financial Associate Interview

      3 Mar 2023
      Anonymous employee
      Accepted offer
      Positive experience

      Other Customer Financial Associate interview reviews for Fidelity Investments

      Financial Customer Associate Interview

      3 July 2026
      Anonymous employee
      Smithfield, RI
      Accepted offer
      Difficult interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Fidelity Investments in Mar 2022

      Interview

      Had an over the phone interview, passed and she even gave me pointers for interview #2. She did say I was a risk to hire bc I left my last job due to medical issues. Then did second interview via zoom with a different person, she was amazing to work with,

      Interview questions [1]

      Question 1

      Talk about a time where you had to deal with a difficult situation/escalation.
      1 Answer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Smithfield, RI)

      Interview

      Average interview experience. Ask a lot about prior work experience. It's good to include something that makes you stand out from other candidates since they speak to so many people.

      Interview questions [1]

      Question 1

      Tell me about a time you had to adapt.
      Answer question

      Financial Customer Associate Interview

      7 May 2026
      Anonymous interview candidate
      Durham, NC
      No offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (Durham, NC)

      Interview

      I had one initial phone screening and then a 30 minute phone call with more STAR based questions. I have my 1 hour zoom interview with the hiring managers coming up
      1

      Financial Customer Associate Interview

      4 May 2026
      Anonymous interview candidate
      Cincinnati, OH
      No offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (Cincinnati, OH) in May 2026

      Interview

      I had my phone interview, everything went well. I was told they wanted to move forward with the second interview, and now I am getting ready for my final interview, everything is going well.
      1