Financial Consultant applicants have rated the interview process at Fidelity Investments with 2.6 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 53% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Consultant roles take an average of 34 days to get hired, when considering 36 user submitted interviews for this role. To compare, the hiring process at Fidelity Investments overall takes an average of 28 days.
Common stages of the interview process at Fidelity Investments as a Financial Consultant according to 36 Glassdoor interviews include:
Phone interview: 27%
One on one interview: 17%
Background check: 14%
Group panel interview: 12%
Drug test: 9%
Skills test: 9%
Personality test: 6%
Presentation: 3%
Other: 1%
IQ intelligence test: 1%
Here are the most commonly searched roles for interview reports -
I applied online. The process took 5 days. I interviewed at Fidelity Investments (Tualatin, OR)
Interview
Completed initial questionnaire where I had to record myself answering some basic personality questions. This is a 1 sided interview.
After completing this, I was contacted to come into the branch to meet with the regional and branch manager.
I Interviewed the regional and branch manager. Did not get the position because management believed I wouldn't have been fulfilled/happy working the position. I respect their decision, and they were probably right about that as this role requires little financial knowledge. You only need to know enough to bring on clients and open accounts.
I have a strong analytical background with some sales experience in financial services and degrees in both finance and accounting. I am disturbed that the managers made it very clear that they had no interest in finance, as they are a financial services firm after all. I hope this sort of mentality does not trickle down to employees in the branch as many of their clients depend on them to make wise financial decisions and not just aim for sales targets.
Overall, a pretty laid back interview. Questions were pretty basic and nothing to lose sleep over. If you have sales experience and/or a liberal arts degree, this may be an excellent entry into financial services for you.
I applied online. The process took 5 days. I interviewed at Fidelity Investments (Chesterfield, MO)
Interview
Contacted with a few days for interview. Manager is great and friendly. Great location and great people. Basic interview questions like what is the hardest thing you have experienced? When have you… etc
Interview questions [1]
Question 1
Where did you go to school?
What is a time when you faced ___
The 1st interview was a self-recorded interview where you're replying to fixed questions. The 2nd interview was a panel interview with multiple interviewers. The 3rd interview was an offer from 1 of the original interviewers.
I had a screening call with a talent acquisition officer. My interactions with the individual was unpleasant and unprofessional. The individual missed multiple calls we had scheduled and eventually ghosted me.