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      Fidelity Investments

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      Workplace Planning Associate Interview

      27 Feb 2024
      Anonymous interview candidate
      Durham, NC
      Declined offer
      Negative experience
      Easy interview

      Application

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

      Interview

      This was an initial phone screening interview. I took a practice SEI Series 7 test as part of the required preparation. That result was not acknowledged during the interview. The process was to be a 2nd phone screen after an authorized credit check. The third interview was to be with hiring managers/ supervisors. The opening was not available until late April. I had applied at the end of January. After learning what the position actually was (for the first 15 months, +/-), I decided to withdraw my application.

      Interview questions [3]

      Question 1

      The in-house recruiter asked me what I thought the job was.
      1 Answer

      Question 2

      She asked me what I thought of Series 63 and 65.
      1 Answer

      Question 3

      She thanked me several times for "taking so much time". She had not specified the schedule she wanted the interview to fit within, and she had not done much to manage our interview time together. I have experience doing both with large groups for full days of other kinds of competitive interviews.
      1 Answer
      1

      Other Workplace Planning Associate interview reviews for Fidelity Investments

      Workplace Planning Associate Interview

      5 Mar 2026
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      The interview process was quite easy with two steps: Introductory Call with recruiter - make sure you're a right fit Call with a team leader - Mostly behavioral interview utilizing STAR method.

      Interview questions [1]

      Question 1

      Not applicable i Don't remember sorry.
      Answer question

      Workplace Planning Associate Interview

      1 July 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Very corporate. Be ready for answering questions in STAR format. Also brownie points for knowing a lot about Fidelity. Obviously there are set questions the interviewer has to ask you. The more you know the better. They are very much wanting you to be 100% all in for working for fidelity.

      Interview questions [1]

      Question 1

      Tell me about a time you exceeded expections.
      Answer question
      2

      Workplace Planning Associate Interview

      23 Apr 2025
      Anonymous interview candidate
      Denver, CO
      Declined offer
      Negative experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Denver, CO)

      Interview

      They low balled the salary range and change it from what they offered in the original job posting. I would recommend looking elsewhere for this type of role unless you are okay with it as a starting position and are doing it for the educational aspect.

      Interview questions [1]

      Question 1

      Your experience with the required certifications.
      Answer question