I interviewed at Fidelity Investments (Merrimack, NH)
Interview
First, a phone screening asking why I want to work here, my goals, and just an overview of the position. Then there was follow up phone call where I had to prepare some STAR responses to situational questions and show that I was serious and ready to move forward. Then, the final zoom interview, about 45mins to an hour with the hiring team.
Interview questions [1]
Question 1
Tell us about a time you had to say no to a customer.
I interviewed at Fidelity Investments (Jacksonville, FL)
Interview
Know about the SIE exam, Series 7, and Series 63 licensing. (How many questions, what score you need, what each test "test you on")
How do you study
Know about fidelity (culture, highest passing rate 1st time in test etc.)
Explain why you are wanting to help people
Why did you apply
What have you heard about fidelity
Bad Experience with a customer and how you handled it
Time you got negative feedback
How you study
Explain a time you didn't know what you were doing and how you handled it. How you went above and beyond with a customer explain how you de escalated a situation to have a positive outcome. Why do you want to work for the company, study habits and ability to commit
I applied online. I interviewed at Fidelity Investments (Westlake, TX) in Mar 2026
Interview
PHONE SCREENING ONLY. I have my final interview in a couple of days. The screening was pretty simple. Basic behavioral questions and more information about role, pay, hours, and location.
Interview questions [1]
Question 1
Tell me about yourself? Why Fidelity and why this role? What do you know about the exams? How will you study for the exams? Tell me about a time when you went above and beyond for a customer? How do you take negative feedback? Why financial services?
I applied online. I interviewed at Fidelity Investments (Smithfield, RI) in Mar 2026
Interview
Interview Process consists of 2 initial phone calls followed up by a final zoom interview with hiring manager. Recruiters are extremely helpful throughout the process. Make sure to ask them any questions you have!
Interview questions [1]
Question 1
Tell me about a time you overcame a issue with a coworker at work?
